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Transforming In-Field Insurance Sales Through Mobile App

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QUICK STATS
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Hear It From Them ...
QUICK STATS
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Challenge

Solution

Benefits

Testimonial

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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.

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  • 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
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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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Don’t Just
Take Our
Word for It…

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Let's Talk

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.​