Insurance — health, life, Medicare & retirement
Launched 2026
Inglese Insurance Solutions

A custom WordPress presence for a licensed independent insurance broker.

Custom WordPress site
Local SEO
Google Business Profile
Email marketing
Custom
WordPress build
Local
SEO foundation
GBP
Profile optimized
Email
Nurture program
The challenge

Inglese Insurance Solutions helps individuals, families, retirees, and businesses navigate health, Medicare, life, dental, vision, and retirement coverage across multiple states. As an independent licensed broker, they needed a site that communicated trust, credibility, and nationwide licensing while making it easy for prospects to book a free consultation. Their previous web presence was not effectively converting visitors into consultation requests.

Our approach
01
Built a custom WordPress site on the Elementor Hello theme with a warm, family-focused visual direction and a clear hero CTA for free consultations.
02
Structured the site around real service pillars — Health, Life, Medicare, Dental & Vision, Group Benefits, and Retirement Solutions — with dedicated pages and carrier partner information.
03
Added trust signals throughout the site: Medicare Certified, Pennie Certified Broker badges, and a carrier partners page showing the breadth of options available.
04
Optimized Google Business Profile and implemented local SEO fundamentals to help the Tri-State region and broader service area find them in local search.
05
Launched an email marketing program to nurture prospects, share enrollment deadlines, and maintain long-term relationships with existing clients.
The outcome
Inglese Insurance Solutions now has a professional, conversion-focused WordPress site that reflects their independent, client-first approach. The local SEO and Google Business Profile work gives them visibility in their core markets, and the email program keeps them top-of-mind during enrollment periods and beyond.

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© 2026 Oak & Summit Partners. Rooted work, elevated results.

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