Būvniecības garantijas: a website and client portal for Montea
Montea Insurance Brokers arranges guarantee insurance for construction companies in Latvia, and buvniecibasgarantijas.lv is where those companies apply for guarantees and keep track of them. FORGET built the site and the client portal behind it as a custom WordPress theme on Roots Acorn. Each company logs in to its own policy register, synced from the Insly insurance platform, with its free limit per insurer and a 12-month limit forecast. Montea’s team manages companies, limits, brokers and users in the admin, and builds the public pages from five custom blocks.
Premium calculator for four guarantee types
Visitors pick a guarantee type, enter the insured amount and choose a policy period, and an estimated premium range appears at once. Each type offers only its own policy periods, and the result leads straight on to the application form. Editors place the calculator on any page with a shortcode; it runs on six pages now.
Key facts
- Custom WordPress theme on Roots Acorn, with pages built from five ACF blocks and a fixed colour palette
- Client portal with a policy register, the free limit per insurer, a 12-month limit forecast and XLSX export
- Insly integration: policies sync in the background every minute, within the API’s rate limit
- Three-step guarantee application with file uploads, e-signed documents, a PDF of every submission and e-mails to brokers
- Company, broker and admin roles, invitations by e-mail and a log of every limit and broker change
- Premium calculator and OCTA offer banner as shortcode plugins; SEO with Yoast
