Niche WordPress site for physicians with custom theme functions and CRM/marketing integrations to streamline lead capture and scheduling.
InsuranceMD is a niche insurance platform focused on providing physicians with tailored disability and life insurance products. The website is built on WordPress with custom functionality embedded directly into the theme to streamline the lead capture and consultation process.
The Machus team developed a series of custom theme functions to integrate with marketing and CRM platforms, supporting a smooth user journey from campaign to consultation. Key features include:
API integration with GoHighLevel, enabling real-time receipt and handling of lead data
Prefilled form experiences triggered via Mailchimp campaign links, allowing interested users to quickly submit their intent to be contacted for insurance options
Automated scheduling through Calendly, giving users a direct path to set appointments with insurance advisors
This implementation enabled InsuranceMD to run targeted marketing campaigns with high-conversion potential by minimizing friction and maximizing personalized experiences. The project showcases Machus’s ability to build lean, custom-integrated solutions inside WordPress without relying on full plugin frameworks.
Services Used
- WordPress
- Wordpress theme
- REST API Integrations (GoHighLevel
- Mailchimp
- Calendly)