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Track & Plan Activities and Leads with Fulcrum’s Lead Management System

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50%
Increased Cost Savings
34%
Increased Quarterly Lead Conversions
21%
Increased User Adaption
QUICK STATS
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Hear It From Them ...
50%
Increased Cost Savings
34%
Increased Quarterly Lead Conversions
21%
Increased User Adaption
QUICK STATS
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Hear It From Them ...

Challenge

Solution

Benefits

Testimonial

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The client is one of the fastest-growing Life Insurance firms based in India. They faced issues with specific processes and had concerns related to ease of access, security, and high costs tied to annual subscription renewals. Fulcrum resolved the insurance provider’s process-specific requirements and closed integrity, safety, and increased high-cost loopholes.

There were multiple “orphan” leads resulting from BDM employee churn or branch mapping changes. Another concern was the conveyance data duplication that led to inflated conveyance charges. The different lead modules were out-of-sync due to separate columns of branch code reflected in the lead data. Additionally, the client wanted a feature to log a technical query with a snapshot sent directly to the IT team and an option to quickly and easily connect with the technical support team.

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  • User-friendly UI/UX and reduction in number of steps and user input helped the sales team swiftly learn and adapt to the Lead Management System (LMS)
  • It is a highly secure system with unique Device ID’s for each user ensuring proxy processing of allocated tasks is kept under check
  • It is a well thought process for mapping all leads to the respective managers, reducing instances of orphan data and captures real time location, reducing the manipulation of conveyance data
  • Optimized costing for LMS has resulted in 50% savings on the licensing cost in comparison to their legacy system
  • The LMS is delivered using FulcrumOne Accelerator platform which brings in configurability, improved time to market, and reduced cost
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Geolocation tagging check-ins need the user to be physically present to complete an activity/ lead, eliminating the scope for any security breach
Segregation and streamlining of the lead flow to avoid missing any lead, allowing the senior management to reassign leads based on location, branches, and products
Eliminated claims duplication and improved internal processes
Reduced high subscription costs, human errors, and operational risks
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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.​