What was the scope of his involvement?
The website is customer-facing. We were trying to get people to use it for term life insurance quotes. We needed a whole system for providing accurate quotes, based on a number of variables such as age, gender, state, health class, and so on. In addition to giving a quote, the data is collected, passed into a database and supplied to an agent. The agent can then reach out to these people in order to sell them life insurance.
We’re also in the midst of building a tool called a Coverage Calculator, which asks people a lot of personal questions about their finances, lives, and children, spitting out a recommendation for how much life insurance they need, and how long they should have that life insurance. This project in itself was complex to build, but we then asked him to integrate it into the quote tool, as a seamless process. The data also needed to be pushed to the CRM system so that the agent would have a huge file containing all the information for a potential customer. At the same time, we knew that people were going through multiple versions of the questionnaire, so we had to have rules built-in, like not duplicating a person’s lead information.
There are many things going on in the background, between the databases and the quotes. We have a front-end designer on our team but needed a backend person who could do a good job with the heavy lifting of applications, tools, and passing of data into the CRM securely. The backend was primarily developed using PHP and Java.
How did you come to work with kevinleary.net?
I made a simple search online for “backend WordPress backend developers”. We started looking through various websites and found some references to Kevin as being a good asset. We looked at some reviews of his, checked his LinkedIn pages, and called his. We talked to Kevin about his capabilities and previous projects, and he shared work which was in the ballpark of what we were looking for. We started off on a trial basis, the project went well, and we kept going.
How much have you invested with him?
We’ve averaged $6,000 to $8,000 per month.
What is the status of this engagement?
We started working with kevinleary.net in May 2016. We’re still working together.