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.