MobileAgent
The story behind
Mobile app dedicated to the insurance agent enabling quick execution of the daily activities including premium quoting, vehicle assessment, document scanning, performance KPIs, customer search and lead distribution.
Name
MobileAgent
Technology
Java, Swift
Distribution model
Licence
Third party software
None
Project goals
1
What for
To optimise the insurance agent activities and giving the remote access to the customer and quote data base.
2
How
To deliver the mobile app addressing the agent needs similarly to mobile banking concept.
3
Who
Insurance agents and sales partners.
Top features
Fast quoting based on the vehicle ID scanning.
Quick vehicle assessment with hints.
Lead distribution and conversion based on the notification scheme.
Easy and flexible customer and quote data access.
Tightly coupling with the traditional web based sales application.
Project approach
The idea was to improve the insurance sales experience for both the agent and the end customer by leveraging the modern technology. The platform was meant to give the remote access to the customer data and boost the new lead conversion by active notification scheme. This way the agents can immediately respond to the customer requests including new comers coming from the on-line channel.
Solution
Mobile app integrated with back-office systems enabling fast premium quoting based on the vehicle ID scanning, quick customer and quote search capability, vehicle assessment wizard, document scanning and lead management.
Key figures
2
1 leading insurance company and 1 leading multi-agent.
800
More than 800 quotes based on the vehicle ID scans daily.
20k
Above 20k document scans weekly.
20k
20k agents use the app in their daily activities.
500
Above 30k vehicle assessments monthly.
Main features
Reduces the time-to-quote.
Provides the off-off-line mode for certain type of actions like assessment.
Syncs with web based agent sales platform.
Provides the renewal and lead notifications.
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