This insurance provider wanted to reach out to customers through digital enablement – read how.

Although a relatively new entrant in the Indian market, this insurance provider was backed by one of the oldest Indian banks – which allowed them to have a good understanding of the customer demographics and behavior.
MIS Reports made available using MS SQL server 2008 SSRS Services Management for the system admin to track and view reports.
Admins can now track total calls made, total quotes converted, and other such crucial information on the dashboard.

Our Story

Digitizing the sales process of this insurance-provider was a topmost priority assigned to Fulcrum Digital by developing an application. The new application would be used by different stakeholders like bank employees, insurance company employees, agents, distributors and customers.

Easy Tracking

Tracking customer applications and drop-outs with different priorities were provisioned which sales teams could easily follow-up on and convert.

Payment Gateway Integration

Integration of transactional data with payment gateway and ODC (workflow system) for new business, underwriting and issuance process facilitated.

Results

Fulcrum Digital built a platform to generate revenues by providing means to sell and buy policies online as well as offline. Integration with core insurance product using workflows streamlined the process – which saved time and effort for this insurance-provider. Read more benefits by downloading the case study.
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