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

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.