JEM Insurance Terms of Reference

1. Introduction

This document outlines the Terms of Reference for the JEM Insurance website, an independent insurance brokerage based in Winnipeg, Manitoba. The website serves as an informational platform to provide clients with details on insurance products, services, and resources while ensuring compliance with industry standards and regulations.

2. Objectives

The primary objectives of the JEM Insurance website are to:

• Provide accurate and up-to-date insurance information to clients.

• Showcase JEM Insurance’s services including home, auto, business, and life insurance.

• Facilitate customer engagement through online contact forms, request a quote functionality, and other interactive features.

• Ensure compliance with regulatory requirements for transparency and data protection.

• Offer a secure and user-friendly online experience that is accessible across all devices.

3. Scope of Work

The website will include:

• Homepage – Overview of JEM Insurance’s offerings and value proposition.

• About Us – Company background, mission, and team introduction.

• Insurance Products – Detailed pages on personal and commercial insurance options.

• Get a Quote – Online forms for users to request insurance estimates.

• Claims & Support – Guidance on how clients can submit and manage insurance claims.

• Blog & Resources – Articles, FAQs, and industry insights.

• Contact Page – Location details, contact forms, and customer support access.

4. Design & Development Considerations

• Brand consistency – Website design will align with JEM Insurance’s branding and corporate identity.

• Mobile responsiveness – Optimized for desktops, tablets, and smartphones.

• SEO and performance optimization – Ensuring search engine visibility and fast page speeds.

• Security and compliance – Adherence to data protection laws (PIPEDA) and secure handling of customer inquiries.

• User-friendly navigation – Simple and intuitive site structure for an optimal user experience.

5. Maintenance & Updates

The website will be built on a scalable and easily manageable platform (such as WordPress) to allow for:

• Regular content updates to reflect new insurance offerings and industry changes.

• Security patches and performance enhancements to ensure continued site stability.

• Analytics and reporting to monitor website performance and user engagement.

6. Stakeholder Responsibilities

• JEM Insurance – Provide content, regulatory guidance, and approval of website updates.

• Smokehouse Design Co. – Develop, design, and maintain the website per agreed specifications.

7. Approval & Next Steps

These Terms of Reference establish the scope, objectives, and guidelines for the JEM Insurance website. Upon approval, development will proceed as outlined, ensuring that the website meets JEM Insurance’s business needs, regulatory requirements, and client expectations.