Fulcrum Digital brings the sales process for the insurance-provider to the forefront of digital transformation.

This insurance-provider is one of the flagbearers in the industry. To enhance the sales process, Fulcrum Digital helped the client build a mobile-first Point of Sales (POS) application to assist agents in the field. Learn how this app improved the efficiency of the sales process.
Capability for third-party bill desk integration enabled. Offline payments in cash, cheque, and other options also provisioned.
One of the critical features of the app was that it could operate in low or even no data connectivity environment.

Our Story

Fulcrum Digital created a platform where users could create insurance plans easily. Customers can be added to a pre-existing insurance plan. The new platform enhanced the user experience which resulted in a range of benefits for the insurance company.
Technology Stack Used: Mobile (frontend): IONIC Framework, Phone Gap Framework, AngularJS, Android, ATOM IDE on Windows, Jira and SVN, SQLite

Information at Fingertips

The Sales team now have all the product information accessible which makes it easier for them to pitch better.

Benefit Illustration

The app can generate offline BI (benefit illustration). Other features enabled: application form, offline payments, offline FNA, and more.
POS-Application-fulcrum-digital

Results

With the new platform developed, it became easier for the insurance-provider to offer the right information to the customer. This boosted sales because the user experience became digital and seamless, and closure rates surged.
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