Transforming In-Field Insurance Sales Through Mobile App

QUICK STATS

Industry

Insurance

Technologies

Mobile Application Development

Company Size

$100k-1M

Domain Area

Advisory Sales Kit

QUICK STATS

Industry

Insurance

Company Size

$100k-1M

Technologies

Mobile Application Development

Domain Area

Advisory Sales Kit

Business Challenge

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.

Solution

  • 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
work team thinking of new solutions
work team thinking of new solutions
person using a cell phone

Benefits

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
person using a cell phone

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    Let's Talk

    Drop us your details and one of the Fulcrum team will reach out within one working day.