The Challenge
Keeping 3,500+ users across 1,800+ brokerages trained, compliant, and connected to the Lombard brand.
Lombard Insurance distributes its products exclusively through brokers — making broker knowledge, product confidence, and regulatory compliance the single most critical driver of business performance. With over 3,000 brokers spread across more than 1,800 brokerages nationwide, plus 350+ internal employees and 170+ business partners all needing access to product information, training, and company updates, the challenge of managing this distribution network through traditional channels had become unsustainable.
— Product training materials were distributed manually, making version control and access tracking impossible
— FAIS CPD requirements created a compliance obligation that needed a trackable, auditable digital solution
— Lombard's partner product training (on behalf of insurance partners) needed to be managed in the same portal alongside Lombard's own content
— Critical documents — brochers, application forms, sales tools, and FAQ documents — were difficult to distribute and keep current across the broker network
— Lombard had no reliable mechanism to gather broker feedback and insights at scale
— The corporate LinkedIn presence was disconnected from the broker-facing platform
"Our brokers are our distribution channel — if they don't know the product, they can't sell it. We needed a central, branded portal where every broker could train, stay informed, access documents, and feel genuinely connected to the Lombard brand."
— Lombard Insurance Marketing & Distribution Team
The Solution
Lombard Connect — a white-label broker portal built for training, compliance, and distribution network engagement.
Social Wiiv designed and deployed Lombard Connect — a fully white-labelled broker and employee portal on a custom Lombard domain. The platform serves as the single digital hub for the entire Lombard distribution network: Lombard product training, partner product training, FAIS CPD courses with tracked completion and certificate issuance, document libraries, corporate news and updates, broker surveys, and a live LinkedIn integration that aggregates Lombard's social presence directly into the portal experience.
White Label · Custom Domain · Brokerages & FSP Numbers
1. Platform Foundation — White-Label Identity & Broker Structure
Lombard Connect is built on a fully white-labelled foundation — custom domain, custom branding, custom navigation, and a fully custom UI that reflects the Lombard Insurance visual identity throughout. The platform's organisational structure mirrors the real-world Lombard distribution network, with custom locations that map to brokerages by name, region, and FSP number — enabling precise content targeting and accurate per-brokerage reporting.
Fully White-Labelled UI — custom logos, favicon, homepage layout, navigation, footer, menu sizing, custom CSS, and custom font uploads — Lombard Connect is 100% Lombard-branded with no Social Wiiv product identity visible
Brokerage & FSP Number Management — custom locations mapped to brokerages by name, region, and FSP number, enabling per-brokerage content targeting, reporting, and compliance tracking
Multi-Audience User Management — three distinct user communities (employees, brokers, and business partners) managed within a single platform, each with appropriate content access and feature visibility
Custom Terminologies — every platform feature and function renamed to match Lombard's own language, creating a seamless experience where the portal speaks the Lombard vocabulary, not generic product labels
Flagship Feature
A built-in LMS — FAIS CPD training, custom certificates, and scored questionnaires, all in one portal.
The centrepiece of Lombard Connect is a custom-built Learning Management System that powers three distinct training streams simultaneously: Lombard product training, Lombard partner product training, and FAIS CPD (Continuing Professional Development) courses required for broker regulatory compliance. Every course is created, managed, and tracked directly within the portal CMS — no third-party LMS required.
Course Builder · CPD Points · Custom Certificates · FAIS Compliant
Course Builder — upload and combine slides, PDFs, videos, and PowerPoints into structured courses — Lombard's training team builds courses directly in the CMS without developer support
Scored Questionnaires — each course includes a custom-built questionnaire with a configurable pass mark and score rating, ensuring genuine knowledge retention, not just completion
Custom Certificate Issuance — upload custom-designed certificates that are automatically issued upon course completion — signed, dated, with course description included — serving as verifiable proof of training for FAIS CPD purposes
CPD Points Tracking — course completions are tracked as CPD points, giving Lombard and brokers a clear, auditable record of continuing professional development activity that satisfies FAIS compliance requirements
Course Ratings & Feedback — brokers can rate each course (star out of 5) and submit written feedback, giving Lombard's training team continuous insight into content quality and relevance
Three Training Streams — One Portal
Lombard Product Training
Deep product knowledge for the Lombard Insurance product range — enabling brokers to sell with confidence
Partner Product Training
Training on behalf of Lombard's insurance partners — all managed within the same portal, under the same platform
FAIS CPD Training
Regulatory CPD courses with tracked points, scored assessments, and verifiable certificates for FAIS compliance
Platform Features
8 broker-facing features — training, documents, news, surveys, LinkedIn, and more.
Beyond the LMS, Lombard Connect runs on Social Wiiv's modular addon architecture — giving Lombard full control over which features are active, who sees them, when they appear, and what actions they reward. Every feature includes targeting, scheduling, an audit trail, points allocation, categories, search, comments, and social actions — configured directly through the admin CMS.
Banner Ads
Static and animated banners — up to 6 carousel slides with custom URLs, open in same or new tab, and full click tracking on all links. Promote training launches, product updates, and campaign deadlines.
Courses (LMS)
Custom-built LMS — course builder with slides, PDFs, videos, and PowerPoints. Questionnaires with pass marks, CPD point tracking, custom certificate issuance, and star ratings.
Documents
Secure, targeted document library — brochers, application forms, sales tools, FAQ documents. Full tracking of who accessed which document and when.
News, Articles & Videos
Corporate news, product updates, regulatory communications, and industry content — published in rich media with full targeting by user type, brokerage, or region.
Surveys
Custom survey builder for broker feedback and insights — quick, targeted surveys that give Lombard's distribution team direct, structured input from their broker network at scale.
Custom Pages
WYSIWYG page builder for custom content pages — product landing pages, broker toolkits, regulatory resource hubs, and campaign microsites, all built without developer support.
LinkedIn Integration
Lombard's company LinkedIn page is integrated directly into the portal — company posts are aggregated into the platform, and brokers earn points for following the page and engaging with posts.
Take Me To
Tracked internal and external shortcut links — giving brokers one-click access to key resources, portals, and tools, with full click analytics on every destination.
Universal Content Controls — Applied to Every Feature
Targeting — public, all authenticated users, or filtered by user type, brokerage, location, FSP, or specific tags
Scheduling — start and end date/time for every piece of content, no manual publish/unpublish required
Audit Trail — full log of who created, edited, and published every content item
Points / Credits — reward any action: read, watch, complete a course, download a document
Categories — sub-categories with optional images/icons for every feature module
Social Actions — like, dislike, love, share, and comment on any content item
LinkedIn Integration — Broker Engagement Through Social
Lombard's company LinkedIn posts are aggregated directly into the Lombard Connect portal — keeping brokers informed without leaving the platform
Brokers earn points for following the Lombard LinkedIn company page — driving meaningful growth in the company's professional social reach
Points awarded for liking, commenting on, and sharing LinkedIn posts — turning organic social engagement into a measurable, rewarded platform activity
Admin CMS
Enterprise administration — email campaigns, analytics, multi-role access, and full custom UI control.
Behind the broker-facing portal sits a full-featured admin CMS that gives Lombard's marketing and distribution team — and their designated moderators, content creators, and analytics viewers — complete control over every aspect of the platform, without needing developer support for day-to-day operations.
Business Logins & Role Management
Multiple admin user types: Administrator, Moderator, Content Creator, Content Viewer, and Stats Viewer — each with precisely scoped access to ensure the right Lombard team members can see and do only what they need to, without risk of unintended changes.
Custom UI Design — Full Brand Control
Custom logos and favicon, custom homepage layout, custom navigation structure, custom footer, custom menu sizing, custom CSS overrides, and custom font uploads — Lombard Connect looks and feels exactly like a Lombard-built product, not a third-party platform.
Terminologies — Rename Any Feature
Every platform feature and function can be renamed to match Lombard's own internal language and broker-facing terminology — creating a seamless branded experience where the platform speaks Lombard's vocabulary.
Locations — Brokerages & FSP Numbers
Add and manage custom locations — brokerages by name, region, and FSP number. This structure enables precise content targeting by brokerage, per-location reporting, and accurate CPD compliance tracking at the individual broker and brokerage level.
Email Campaigns — Bulk SMTP
Bulk email campaigns from a custom Lombard email address, using custom-designed email templates with merge fields and full audience segmentation — the same precision targeting as the platform's content engine, applied directly to email communications to the broker network.
Platform Statistics — Real-Time Analytics
Real-time graphs and statistics across every feature and addon — filterable by branch, location, or date range, with full data export to Excel. Google Tag Manager integration provides advanced analytics tracking. CPD course completions, document access, and survey responses are all reportable at brokerage and individual broker level.
What the Platform Powers
From FAIS compliance to broker insights — Lombard Connect serves every distribution network need.
Lombard Connect isn't a single-use training tool — it's the infrastructure that powers Lombard Insurance's entire broker engagement strategy. The portal serves simultaneously as a compliance platform, a product knowledge hub, a communication channel, a feedback mechanism, and a social engagement layer — giving Lombard an always-on, fully measurable connection to every broker and partner in their distribution network.
All FAIS Continuing Professional Development requirements tracked, certified, and auditable within the portal — giving brokers, brokerage principals, and Lombard a clear compliance record without manual admin.
Lombard and partner product training delivered through structured courses with scored assessments — ensuring every broker who sells a Lombard product has genuinely completed and understood the relevant training.
Document Access & Tracking
Brochers, application forms, sales tools, and FAQ documents are always current, always accessible, and always tracked — Lombard knows exactly who accessed which document and when, across the entire broker network.
Broker Insights & Feedback
Custom surveys deployed directly to the broker network give Lombard's distribution team structured, reliable feedback on broker needs, product perceptions, and market conditions — replacing informal channels with measurable data.
News, articles, and videos keep the broker network informed on product changes, regulatory updates, industry news, and Lombard company announcements — all pushed through the portal with full read-tracking and targeting by user type or brokerage.
The LinkedIn integration turns passive brokers into active brand advocates — rewarding LinkedIn engagement within the portal and growing Lombard's professional network reach through the distribution channel that knows the brand best.
Lombard Connect — Platform at a Glance
3,500+
Total platform users
1,800+
Brokerages on platform
FAIS
CPD compliant & tracked