Revolutionize Your Customer Experience
Helping client thrive with our comprehensive solutions, specialized consulting, IT systems, and services tailored specifically for our life insurance clients.
What We Do
Fulcrum Digital’s Life Insurance solutions and consultancy focuses on customer satisfaction, cost-effectiveness, and quality assurance. We champion stories of physical to digital transformation, landscape assessment, domain consultation, process optimization, long-term partnerships, and value creation.
Our wide-ranging offerings include:
- Comprehensive digital transformation solutions for life insurance, including assessment services, low code platforms, UI/UX consultation, domain expertise, robotic process automation, software application testing, and support and maintenance.
- Tackling pain points such as legacy system replacement, data accessibility and management, and cost-effectiveness.
- Low code platforms, FulcrumOne components for buying/onboarding, SME expertise, lead management system, and L2/L3 process support.
- SaaS-based Lead Management System that is customizable and cost-effective.
How We Help Life Insurers
We address the variety of unique pain points for Life insurers suitable to your size, business model, and target market.
Customer Onboarding Journey
We’ve revolutionized the insurance journey, simplifying, and expediting the process for our valued clients. From frictionless account creation to personalized product recommendations, every step meets the unique needs and preferences.
Activity and lead management
Monitor and analyze every interaction with potential leads, ensuring a personalized approach to customer engagement. Our lead management system intelligently categorizes and prioritizes leads, empowering our sales team to focus their efforts on high-potential prospects.
Assessment Services
Identify strategic opportunities for enhancing product offerings, streamlining processes, and maximizing customer engagement. Our approach helps meet the dynamic demands of today’s consumers while ensuring scalability and sustainability for the future.
eKYC and Payment
With eKYC (electronic Know Your Customer) and payment integrations, ensure efficient and secure verification of customer identities while facilitating convenient payment transactions. These integrations enhance operational efficiency, promote regulatory compliance and customer trust.
Underwriting Rule Engine
Our Underwriting Engine revolutionizes the insurance industry by seamlessly blending advanced technology with intuitive design. Tailored for business users and admins, we empower decision-makers to effortlessly navigate and define complex underwriting rules without technical know-how.
Customer Onboarding Journey
We've revolutionized the insurance journey, simplifying, and expediting the process for our valued clients. From frictionless account creation to personalized product recommendations, every step meets the unique needs and preferences.
Activity and lead management
Monitor and analyze every interaction with potential leads, ensuring a personalized approach to customer engagement. Our lead management system intelligently categorizes and prioritizes leads, empowering our sales team to focus their efforts on high-potential prospects.
Assessment Services
Identify strategic opportunities for enhancing product offerings, streamlining processes, and maximizing customer engagement. Our approach helps meet the dynamic demands of today's consumers while ensuring scalability and sustainability for the future.
eKYC and Payment
With eKYC (electronic Know Your Customer) and payment integrations, ensure efficient and secure verification of customer identities while facilitating convenient payment transactions. These integrations enhance operational efficiency, promote regulatory compliance and customer trust.
Underwriting Rule Engine
Our Underwriting Engine revolutionizes the insurance industry by seamlessly blending advanced technology with intuitive design. Tailored for business users and admins, we empower decision-makers to effortlessly navigate and define complex underwriting rules without technical know-how.
Our Partners
Trusted SI Partner and collaborator with some of the best in the business. Click on the logos below to find out more.
SortSpoke is a 3rd generation AI/ML data extraction platform, helping businesses increase productivity, decrease risk, and improve turnaround times. Their platform helps increase team productivity, reduce manual errors, and improve their workflow in a few hours.
Amodo is an Insurtech company that helps insurance carriers create usage-based products based on behavioral data collected from smartphones. As a provider of connected insurance, it allows insurers to develop products and services for direct digital channels.
With 18 years continued investment into our Microsoft Practice, Fulcrum Digital are certified Microsoft Gold Partners with a dedicated Centre of Excellence covering all Microsoft technologies including Azure, O365, D365, BizTalk and more.
UiPath is a market leading RPA tool that allows users to automate various aspects of their business operations. As an open-source platform, we’ve utilized UiPath technologies to automate and streamline countless business critical processes in Insurance and beyond.
Socotra provides global insurers with a modern, enterprise-grade core system that enables them to accelerate product development, reduce maintenance costs, and improve customer experiences.
Helps businesses extract value from your data ecosystems using software solutions for Data Management, Data Governance, Data Privacy and Regulatory Compliance.
Don’t take our word for it!
"Fulcrum Digital with their vast experience, efficiency, and most importantly positive engagement and attitude of their team was found to be the perfect implementation partner helping us navigate through the digitization of the life insurance sales process."
Said Hathout CEO
A Proven Track Record of Customer Satisfaction.
FulcrumOne Increases Efficiency by 70% While Digitizing Onboarding Processes
Save Costs and Support Operations with Fulcrum Insurance
Time for a Quick Call?
Speak with our team and learn what we have to offer.
Time for a Quick Call?
Speak with our team and learn what we have to offer.