Transforming In-Field Insurance Sales Through Mobile App

January 17, 2022
Elementor Layout, Insurance, Mobile Apps, Property & Casualty

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

Transforming In-Field Insurance Sales Through Mobile App

Business Challenge

Solution

Benefits

Select an office

Need More Info?

Schedule Appointment