Safely

Introduction
Client: Safely
Location: USA
Industry: Insurance and Property Management
Technology Stack: WordPress, AWS Lightsail, HubSpot API, ACF, Custom Post Types, Third-Party APIs

Safely, a leading provider of insurance solutions for property owners and managers, required ongoing support and development for their WordPress-based public-facing website and development sandbox. They also sought a streamlined approach to managing web forms, onboarding workflows, and data processes. Siga Systems partnered with Safely to ensure seamless website management, enhance their system’s capabilities, and integrate robust API solutions.

The primary challenge was ensuring Safely’s website and development environment operated smoothly while adapting to evolving business requirements. The company needed:
Regular maintenance and support for their WordPress website and development sandbox.

  • Migration of live and test accounts to a centralized AWS Lightsail account for better resource management.
  • Complex customer web forms to capture critical user data.
  • Advanced client onboarding workflows to improve the user experience.
  • API integrations to streamline data syncing with HubSpot and authenticate user accounts.

Siga Systems delivered comprehensive solutions to address Safely’s needs, focusing on both backend optimization and user-facing features.

  1. Ongoing Maintenance and Support:
    We provided continuous support for Safely’s public-facing website and development sandbox, ensuring both environments stayed up-to-date and fully functional as the business evolved.
  2. Migration to AWS Lightsail:
    Our team successfully migrated Safely’s live and test accounts to AWS Lightsail, consolidating all resources into one platform. This enhanced resource management and improved site performance.
  3. Custom Web Forms:
    We designed complex, dynamic web forms tailored to capture user data as Safely’s business requirements evolved. These forms collected critical information and provided a smooth experience for end-users.
  4. Next-Generation Workflows:
    To enhance client onboarding and contracting processes, we developed next-generation workflows. These workflows automated key steps in data processing, allowing Safely to efficiently manage client information and onboard new users.
  5. HubSpot API Integration & Custom Post Types:
    We implemented Advanced Custom Fields (ACF) and custom post types with HubSpot API integration. This allowed regular syncing of user data between the website and Safely’s internal systems, ensuring up-to-date and accurate records.
  6. Third-Party API Integrations:
    To ensure secure access to Safely’s application portal, we integrated third-party APIs that authenticate user accounts and API keys. This enhanced the data connection between Safely’s systems and users’ application portals, providing a reliable and seamless experience.

Through our ongoing partnership with Safely, Siga Systems successfully optimised their website infrastructure, streamlined client onboarding, and ensured secure and efficient data syncing across platforms.

Consolidated infrastructure with improved resource management via AWS Lightsail.

  • Enhanced user experience through custom web forms and automated workflows.
  • Secure and reliable API integrations, allowing for seamless user account authentication.
  • Improved data synchronisation with HubSpot, ensuring accurate and up-to-date user information.

Siga Systems’ continued collaboration with Safely demonstrates our commitment to providing comprehensive solutions that evolve with client needs. By combining technical expertise in WordPress development, API integration, and AWS infrastructure management, we helped Safely maintain a robust, user-friendly platform.