Excel Planning Solutions

Excel Planning Solutions offers personalized insurance and financial services including home, auto, health, and life insurance, plus tax advantage solutions, college planning, and retirement funding. Break Project designed and developed their website from the beginning on Webflow, using Webflow CMS for content management, multi-language support for a broader audience, and YourGPT AI chat to help visitors get answers and quotes faster.

• Excel Planning Solutions needed a professional site from day one
• Insurance and financial products had to be explained clearly
• Multi-language support and easy quoting were required from launch

• Built excelplanningsolutions.com on Webflow with structured CMS content
• Added multi-language switching and quote/appointment flows
• Integrated YourGPT AI chat for visitor guidance before agent contact

• Full Webflow website built from the beginning for excelplanningsolutions.com
• Webflow CMS for insurance pages, services, and editable content
• Multi-language support across the site
• YourGPT AI chat for visitor questions and lead engagement
• Quote, appointment, and contact flows for insurance inquiries
• Service pages for auto, home, health, life, college planning, and retirement