How Fulcrum Digital enhanced the customer service experience by equipping the sales team with the latest tech.

This insurance-provider offers general insurance products to retail and commercial clients. It wanted to develop a mobile application that would act as an Advisory Sales Kit at the palm of their hands. Fulcrum Digital intervened to develop a platform which eventually became a huge asset for the sales reps allowing for complete visibility and transparency to the customer.
The application curbed the use of paper documentation which enabled faster processing of applications.
Fulcrum Digital developed a dashboard where users could have an all-inclusive view of their individual activity.

Our Story

The insurance-provider needed a platform for their insurance agents to demonstrate the scope of insurance plans. The platform developed by Fulcrum Digital was easy to use and allowed agents to capture basic customer details. The insurance agents could select the insurance parameters and display the complete insurance payout plan at the click of a button.

Easy Customization

While in a meeting with clients, the insurance agents can configure the insurance product based on multiple criteria such as Age, Annual Premium, Insurance Return Type, and Instalments, and create a plan instantaneously.

Competitive Edge

The mobile application’s capability to package the complexity and minute details of the insurance industry at fingertips gave the insurance-provider an edge in the industry over its competitors.
Developing-Mobile-Advisory-Sales-fulcrum-digital

Results

The sales reps now have complete visibility of the insurance plan. Clients from any age group, any economic strength can plan their investment using the mobile app. Agents can demonstrate with visual data of the insurance product.
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