Case Study of PSR Assurance (General) - Webgen Technologies
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PSR Assurance – General

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About PSR Assurance

PSR Assurance is a team of MDRT-certified financial advisors helping individuals and businesses secure their financial future. Their expertise spans personalized retirement planning, wealth building, and insurance strategies tailored to each client’s goals.

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Services Offered

Web, SEO, Digital Marketing

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Industry

Finance

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Country

Puerto Rico

Visit: https://psrassurance.us
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Project Challenges

01

No Online Presence

The firm had no existing website or digital identity, limiting its reach and client engagement.

02

High Trust Industry

As financial advisors, PSR needed to build instant credibility and trust from the first click.

03

Target Audience Clarity

The site had to appeal to both individuals and business owners with different financial goals.

04

SEO from Scratch

No previous content, structure, or optimization meant visibility had to be built from the ground up.

05

Complex Service Communication

Financial topics like annuities, insurance, and retirement planning needed to be simplified without losing accuracy.

06

Lead Capture System

The business required a funnel to convert traffic into real leads and appointment bookings.

07

Brand Positioning

PSR needed to clearly communicate its MDRT-certified credibility and personal approach.

08

Mobile-Optimized Experience

The site had to work flawlessly on all screen sizes, especially for users searching on mobile.

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Solutions We Provide

We created a clean, trustworthy digital platform for PSR Assurance that educates, engages, and converts visitors into clients.

01

Custom WordPress Website Build

Designed a responsive, SEO-optimized site that showcases services, trust credentials, and clear CTAs.

02

On-Page SEO Implementation

Built every page with focused keywords, metadata, schema markup, and internal linking to boost organic visibility.

03

Clarity-Driven Content Strategy

Wrote service explanations that are both accurate and easy to understand for different types of users.

04

Targeted Digital Marketing

Launched audience-specific campaigns to drive leads, educate users, and reinforce PSR’s trusted reputation.

Our Process

01
Strategy & Discovery
Aligned on business goals, audience profiles, and the messaging needed to build trust.
02
UX/UI Design
Mapped out user journeys and designed a clean interface built around key services and lead capture.
03
WordPress Development
Developed the site using modern WordPress standards with full scalability and easy backend management.
04
Copywriting & Visuals
Created original, engaging copy and visuals that reflect PSR’s authority and approachability.
05
SEO Foundation Setup
Implemented keyword research, technical SEO, alt text, and search-friendly page structures.
06
Analytics & Tracking
Connected the site with GA4 and other tools to monitor traffic, clicks, and user behavior.
07
Mobile Optimization
Ensured fast loading and great user experience across all devices.
08
Digital Campaigns
Launched paid and organic campaigns tailored for retirement planning, business advising, and insurance education.

Technologies We Use

CMS
CMS
Frontend
Frontend
Backend
Backend
CMS
CMS
Frontend
Frontend
Backend
Backend

Results & Achievements

Before Implementation
N/A
Website Visibility
0
Monthly Inquiries
N/A
Bounce Rate
Performance Metrics Chart
After Implementation
1st Page
Website Visibility
60 +
Monthly Inquiries
41 %
Bounce Rate

Certificate of Recognitions

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