Insurance · Financial Services · Online Booking · Lead Capture · Trinidad & Tobago
Gio Ruiz
A warm, personal site for a US-dollar life insurance advisor, with consultations booked straight from the page.
- coverage types explained
- 4
- coverage types explained
- steps to book a consultation
- 3
- steps to book a consultation
- reminder the day before
- 1
- reminder the day before
Landing Page
Book a Consultation
Insights
Mobile
01The Challenge
Giovanna Ruiz helps families in Trinidad and Tobago protect their future with US-dollar life insurance and international medical coverage. Her clients come to her through trust and conversation, but online there was nowhere to send them: no place that explained why US-dollar policies matter, and no simple way to book time with her. Insurance is also a subject people find confusing and a little intimidating, so the site had to feel like talking to Giovanna herself: clear, warm and free of jargon.
02Our Solution
We built a personal site around her own voice, in warm browns, golds and cream. A landing page introduces Giovanna, and the main site walks visitors through life insurance, why US dollars, international medical cover and why to work with her, ending in a free consultation. Visitors can book that consultation in a few steps, choosing a time that's actually free; both sides get a calendar invite, and a reminder goes out the day before. Every booking and enquiry lands in her CRM, and a private dashboard lets her manage her availability and appointments. An Insights section gives her space to explain the ideas behind the policies in plain language.
03The Results
- Free consultations booked directly from the site, without back-and-forth
- Calendar invites for both sides, and an automatic reminder the day before
- A private dashboard to set availability, block days off and manage bookings
- Every booking and enquiry synced to her CRM, ready for follow-up
- An Insights section that explains US-dollar policies in plain language
- Privacy-first analytics with cookie consent, and a fast, mobile-friendly site
04Technologies & Approach
- Platform
- A fast, custom-built single-page website
- Booking
- Custom appointment booking with live availability, calendar invites and reminders
- CRM & Email
- Every booking and enquiry synced to her CRM, with confirmation emails
- Design
- Warm browns, golds and cream, with a personal script accent
- Privacy
- Cookie consent, privacy and cookie policies, and consent-aware analytics