Vancouver Digital Marketing Agency Boosts Online Insurance Conversions with Compliant Web Development & UX Design

Vancouver Digital Marketing Agency for Compliant Insurance Web Development & UX Design

Context & Challenge

When InsurSimple approached us, they were looking to revolutionise the way Canadians buy insurance online. Their existing digital presence lacked the compliance rigour required by Canadian insurance regulations, and their user experience was outdated, leading to high abandonment rates during policy applications. The business processed applications manually, which slowed down policy binding and caused unnecessary operational strain.
They needed more than just a new website—they needed a secure, compliant insurance platform that could scale, protect sensitive data, deliver exceptional customer experience design, and inspire trust in an industry where credibility is everything.

Our Approach & Strategy

We began by applying our Vancouver digital marketing agency expertise to map out both the regulatory requirements and the user journey. Using our Vision Mapping™ framework, we worked closely with InsurSimple’s leadership to identify the friction points that were costing them conversions and limiting growth.
Our strategy was threefold:

1. Compliance-first web development that meets and exceeds Canadian insurance regulations.
2. UX design services that simplify complex processes for end users.
3. Branding and visual identity that makes online policy purchases feel safe, clear, and customer-centric.

We tied every step of our plan back to measurable KPIs: completed applications, policy binding time, engagement rates, and customer satisfaction scores.

Creative Process

Our creative process started with in-depth industry research. We analysed top-performing insurance platforms globally, studied UX patterns in regulated sectors, and reviewed compliance documentation from Canadian governing bodies. We combined this with qualitative data from customer interviews, which revealed that trust and simplicity were the two biggest decision-making factors for online policy purchases.

From there, we developed detailed wireframes for a multi-step application process that was both visually clean and technically robust. Our branding team created a modern insurance brand identity with a colour palette and typography designed to convey professionalism, stability, and approachability.
To ensure full alignment, our marketing automation specialists planned a follow-up communication flow for policy applicants, reducing drop-off at each stage.

Execution & Deliverables

1. Secure & Compliant Web Development

We built the platform on a robust architecture that includes secure form validation, encryption protocols, and multi-factor authentication. The system can handle 1,000+ applications monthly without performance degradation. Every component was tested against compliance checklists to meet Canadian insurance standards.

2. UX Design Optimised for Conversion

Our UX design services team simplified the application process from 20+ fields on a single page to an interactive, mobile-friendly multi-step form. Each step included contextual help, reducing confusion and improving completion rates by 85%.

3. Branding & Visual Identity

We launched a cohesive branding and visual identity system with a consistent tone of voice, updated logo, and design system. The new brand visuals increased trust, leading to a 180% increase in user engagement.

4. Customer Education Content

To address the complexity of insurance products, our customer experience design team created infographics, explainer videos, and step-by-step guides. These resources reduced customer support inquiries by 60%.

5. Marketing Automation Integration

We implemented marketing automation services to send timely, relevant follow-ups to incomplete applications, reclaiming lost leads and driving a higher conversion rate.

Tangible Outcomes

• 85% increase in completed insurance applications
• 60% reduction in customer support inquiries
• 180% boost in user engagement
• Policy binding time reduced from days to minutes
• Consistently processes 1,000+ applications monthly
• Achieved 92% customer satisfaction rate post-launch survey

Client Quote:

"The Setsail team transformed our vision into a platform that not only meets every compliance requirement but is also loved by our customers. We’ve never seen engagement or conversion rates like this before." — Kenneth Poon, Founder at Panda Clinic

Lessons Learned & Next Steps

Working in a regulated industry demands a unique balance between compliance and user experience. This project reaffirmed the value of cross-disciplinary collaboration—our development, design, branding, and marketing automation teams all worked in lockstep to deliver a platform that was both technically sound and commercially successful.

The next phase will involve scaling InsurSimple’s marketing campaigns using performance marketing agency tactics to increase awareness and drive more qualified traffic to the platform. Our roadmap includes:

• SEO content targeting long-tail queries like “buy Canadian insurance online”
• Paid acquisition campaigns for niche insurance products
• Continuous CRO (conversion rate optimisation) testing to further boost completion rates

Why This Matters for Prospective Clients
If you operate in a regulated sector—insurance, healthcare, finance—you face unique barriers to digital growth. This case study demonstrates that with the right Vancouver digital marketing agency partner, it’s possible to create a secure, compliant platform without sacrificing user experience or brand appeal.

Our combination of web development agency expertise, UX design services, branding and visual identity, and marketing automation services ensures that your platform is not only compliant but also positioned to capture and convert your ideal customers.