Read how this company created a digital solution that drove the sales process faster.

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. Fulcrum Digital partnered to create an online solution that solved the aforementioned challenges.
A dashboard was created for users to generate and view the quotes. Also allowed the team to initiate actions on the incomplete proposals.
Online payment was enabled through Bill Desk-integration. Cash and check modes were also provisioned.

Our Story

Fulcrum Digital developed a new application that allowed the sales team to capture customer information, register their portfolio, and facilitate online/offline payment. This enabled the smooth selling of insurance products

Premium Calculation and Quote-Generation

Premium-calculation and quote-generation became faster and smoother with unique numbers on each quote that made the tracking easier.

Proposal Forms

The platform offers a feature where the agent can now fill the proposal form on behalf of the customer which has made the process faster.
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Results

The ease of policy-buying process transformed the customer experience manifold. Management Information Systems (MIS) reports offered a view of the buyer journey, application-tracking, and performance of the teams. This allowed the management to obtain critical business intelligence.
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