Texas Insurance Firm Modernizes Its Digital Platform With Concrete CMS

A Texas-based, member-owned insurance organization needed to modernize its website without losing the integrations, business logic, and customer-facing tools that had become critical to its digital operations.

For this Texas-sized insurance firm, their legacy platform connects policyholders with local agents and repair facilities, synchronizes critical agency information with Salesforce, supports sponsored agent programs, and provides internal teams with tools to manage and measure those experiences.

Our client needed to preserve years of custom functionality and integrations while creating a more maintainable, flexible, and cost-effective technology foundation.

A successful migration had to preserve those capabilities while improving the architecture behind them.

The new solution needed to:

• Keep public agency information synchronized with Salesforce.
• Provide accurate agent searches by ZIP code, city, and proximity.
• Maintain a separate, searchable database of repair facilities.
• Support geographic rules governing sponsored agency placement.
• Give employees control over sponsorship requests and enhanced profiles.
• Measure customer engagement with sponsored listings.
• Reduce unnecessary platform complexity and ongoing administration.
• Provide a flexible foundation for future integrations and development.

The goal was simple. Preserve what worked, improve what didn't, and provide a stronger platform for what comes next.

Tevpro migrated this client from Progress Sitefinity, an enterprise .NET-based digital experience platform, to Concrete CMS, an open-source PHP-based content management system. At the same time, Tevpro rebuilt the platform around the client’s existing business requirements.

Concrete CMS became the central environment connecting content, Salesforce data, location services, sponsorship workflows, and analytics.

Automated Salesforce Integration

Tevpro engineered an automated integration between Salesforce and Concrete CMS to keep public agency information current.

Scheduled process securely retrieves active agency records from Salesforce and synchronizes them with Concrete CMS. Salesforce IDs serve as the persistent reference between systems, helping maintain data integrity as agency information changes.

The integration also manages geolocation. New or updated addresses are converted into latitude and longitude coordinates, allowing the website to provide accurate proximity-based search and mapping.

Find an Agent

Tevpro rebuilt the client’s Find an Agent experience around its synchronized Salesforce data.

Customers can search by ZIP code or city and state to identify nearby agencies. Results are ranked by proximity and provide the contact and location information customers need to quickly connect with an agent.

Behind the experience, Salesforce synchronization, geolocation, mapping, and search logic work together to keep the process simple for the customer.

Find a Repair Shop

Tevpro also developed the client’s Find a Repair Shop experience.

Repair facility information is managed through a dedicated dataset within Concrete CMS. Customers can search by location and view nearby repair facilities through an integrated map experience, while internal teams maintain the underlying data directly within the CMS.

Sponsored Agency Listings

Our client’s sponsored agency program required custom business logic based on geographic eligibility.

Tevpro developed functionality to manage:

• ZIP code-based sponsorship eligibility.
• Priority placement in applicable search results.
• Differentiated map markers.
• Enhanced agency profiles.
• Sponsorship request and approval workflows.
• Administrative editing and management.

Sponsored profiles can include expanded information, such as team members, services, testimonials, business hours, languages spoken, social media links, and location details.

Employees can review, approve, reject, edit, and manage sponsorship requests directly within Concrete CMS.

Custom Sponsor Analytics

Tevpro developed a custom Sponsor Analytics dashboard inside the Concrete CMS administrative portal, to give direct visibility into sponsored listing performance. Internal users can filter reporting by agency and date range, analyze traffic sources, review detailed engagement, and export data to CSV.

The platform tracks actions including phone, email, website, social media, directions, and map clicks, allowing employees to manage its sponsorship program and measure its performance within the same platform.

Moving from Sitefinity to an open-source CMS gave Germania greater flexibility over its digital environment and reduced dependence on a more complex enterprise digital platform.

Automated Agency Data

Salesforce synchronization reduces duplicate data maintenance while helping ensure that customers receive accurate, current agency information.

Improved Customer Self-Service

Location-based agent and repair shop search gives policyholders a simple way to find nearby resources and quickly take action.

Greater Internal Control

Germania's teams can manage sponsorships, agency profiles, repair facilities, and related workflows directly within Concrete CMS.

Integrated Performance Reporting

Custom Sponsor Analytics provides visibility into customer engagement without requiring Germania to manage the program and its reporting across disconnected systems.

A Foundation for Future Development

The new architecture provides a more extensible foundation for future integrations, automation, digital experiences, and emerging technologies.