A website for a mortgage broker that sells policies even without him
Marcin Nowocień advises on mortgages, cash loans and insurance. We built him a website with separate service subpages, a section with 53 partners and an insurance tab with referral links – clients buy policies online on their own, and the sale goes to the advisor.
A credit advisor website means two sources of income
The first is obvious: mortgage and cash loan enquiries that end in a call, a creditworthiness analysis and an application at the bank. That’s work a website can’t do for the advisor – but it can bring in a client who already trusts him.
Most credit experts overlook the second source. Simple policies – travel, school accident, motor liability – are something clients happily buy online themselves. If they do it through the advisor’s partner link, the sale goes to him. On BrokerKredyty.pl this part of the website runs without the owner’s involvement.
Earning on policies without contact with the client
The insurance subpage has a “Buy a policy yourself” section with three cards: Generali eShop, Warta Travel and Warta School Accident Insurance. Every “See the offer” button is a referral link – a partner link or a link with an agent code.
The client clicks “See the offer”
On the insurance subpage they pick Generali eShop, Warta Travel or Warta School Accident Insurance and go to the insurer’s calculator.
They buy the policy online
They calculate the premium and pay on their own, on the insurer’s website. At Warta the code MARCINU gives them a 10% discount – a reason to buy through this very link.
The sale goes to the advisor
The partner link and agent code attribute the policy to the advisor. Commission is paid under the agency agreement – no call, meeting or paperwork.
What the referral section gives the advisor
Earns while the advisor sleeps
Travel insurance gets bought the evening before a trip, school accident insurance in September when every parent does it at once. The website handles those purchases on its own, 24/7.
A discount that closes the sale
A discount code shown on the policy card gives the client a concrete reason not to type the insurer’s address by hand, but to click the advisor’s link.
Time for the big deals
Simple policies worth a few dozen zlotys no longer take hours in the calendar. The advisor talks to clients about mortgages and life cover, while small sales happen alongside.
A first step to a bigger client
Someone who once bought accident cover through the link already knows the website and the advisor’s name. Below the referral links there’s an invitation to a free policy review – a natural path to bigger work.
Advice and online sales on one subpage
Above the referral links there are five areas of cover: motor, travel, home, life and health. Below them, an invitation to a free policy review. A client who needs advice books a consultation; one who knows what they want buys a policy straight away. Both stay with the same advisor.
What someone looking for a credit expert will see
Five screens – from choosing a service, through meeting the advisor and his partners, to sending an enquiry. All screenshots come from the live website (in Polish).
Three specialisations, three subpages
Mortgages, cash loans and insurance are three different needs and three different Google searches. Each specialisation has a card on the home page and its own subpage with a separate title and description – so the credit advisor competes for each of those phrases separately instead of with one generic page.
A mortgage subpage
Someone looking for a mortgage lands on a page that talks only about that: a creditworthiness check across a dozen banks, help with paperwork, comparing terms and walking through the agreement. At the end there’s the question “Want to know your creditworthiness?” with a contact button.
An expert with a face and a name
A mortgage is a 25-year decision, so clients want to know who they are trusting with their finances. The “About me” section shows a photo, over a decade of experience and values: an individual approach, full transparency, no hidden fees and support at every stage.
Partners as proof of independence
An advisor’s biggest advantage over a bank branch is choice. The partners section shows it directly: 18 banks, 22 insurance companies and 13 non-bank lenders, each group with a counter and a grid of logos.
Contact without searching
Phone, email and office address on the left, a form with GDPR consent on the right. The “Book a call” button sits in the menu on every subpage, and the promise of a free, no-obligation consultation removes the barrier of the first phone call.
What works on a credit expert and insurance agent website
Solutions we carry over to every website for a credit advisor, financial intermediary or insurance agent.
Separate SEO for each service
The mortgage, cash loan and insurance subpages have their own titles and descriptions targeting phrases with the city name, e.g. “mortgage Warsaw”.
Local and nationwide
The Warsaw office address supports local results, while the copy makes clear that consultations also happen remotely.
Fully mobile
Policy cards with referral links, the form and the call button work just as well on a phone – where clients usually buy travel insurance.
Trust in numbers
10+ years of experience, 500+ clients, 50+ partners and a “no fees · time saved · quote in 24h” bar right on the first screen.
Website for a mortgage broker – frequently asked questions
Didn’t find the answer? Write to us.
A website in the scope of BrokerKredyty.pl – home page, mortgage, cash loan and insurance subpages plus a contact form – is the BUSINESS PRO package from 3,500 PLN net. A simpler one-page website without a form, with up to five subpages, starts from 1,980 PLN net. Both packages include a custom design, mobile version, SEO, SSL, hosting and a domain for the first year.
Yes. If you have an agency agreement with an insurer that provides a partner link or agent code for online sales, we can add policy cards with those links to your website. The client buys the policy on the insurer’s website on their own, and the sale is attributed to you. On BrokerKredyty.pl this is how Generali eShop and Warta’s travel and school accident insurance with a discount code work.
Separate subpages for each service (mortgage, cash loan, consolidation, insurance), an “About me” section with a photo and experience, a list of the banks and insurers you work with, clear information about advisory fees, and a form and phone number visible on every subpage.
Yes – the layout stays the same, only the balance of content changes. An insurance agent gets subpages for motor, travel, home and life insurance, and referral links to online policies can be the main part of the site rather than an add-on. Just remember that in Poland only an entity licensed by the KNF may call itself an insurance broker.
Through phrases combining the service and the city. Each subpage answers one query, e.g. “mortgage Warsaw” or “travel insurance online”, and has its own title and description in search results, while the home page collects general phrases such as “credit advisor Warsaw”. Add fast loading and a mobile version, which Google takes into account in rankings.
See the website through a client’s eyes
Visit brokerkredyty.pl, open the mortgage subpage, then the Insurance tab (Ubezpieczenia) and scroll to “Kup polisę samodzielnie”. In two minutes you’ll see both paths: an enquiry to the advisor and a purchase through a referral link.
Open BrokerKredyty.plAre you a credit advisor or an insurance agent?
Tell us what you specialise in and which insurers you have partner links with. Within 24 hours you’ll get a quote for the website together with a proposed set of subpages and a place for your referral links.