Transforming In-Field Insurance Sales Through Mobile App
QUICK STATS
Industry
Insurance
Technologies
Mobile Application Development
Company Size
$100k-1M
Domain Area
Advisory Sales Kit
QUICK STATS
Industry
Insurance
Company Size
$100k-1M
Technologies
Mobile Application Development
Domain Area
Advisory Sales Kit
Business Challenge
The insurance company lacked a separate application for the sales process, which had its own demerits. To combat these demerits, the company decided to create an online sales platform that would make processes faster and more efficient.
The average quote-to-payment lead time was 3-4 days, prior to Fulcrum’s involvement.
Solution
- A dashboard was created for users to generate and view the quotes
- Online and offline payment was enabled through Bill Desk-integration
- Real-time PoS Capability
- Quote to Payment in a single fluid engagement
Benefits
Reps have complete visibility of insurance plan
In-field sales can be made without online connectivity
Mobile sales application executes 'configure, price, quote' functionality instantly
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Drop us your details and one of the Fulcrum team will reach out within one working day.
Let's Talk
Drop us your details and one of the Fulcrum team will reach out within one working day.