A progressive web app that allows for both online and offline access.
From an account management perspective, the web application has introduced automated importing of sales leads from a variety of sources and the auto assignment of enquiries to staff based on location.
In addition to this, the sales team can now record and report on all interactions and communications against each sale, centrally within the system – tracking them through the opportunity, qualification, proposal and quoting stages.
The overall process for the customer in terms of how they enquire, provide information and ultimately accept or reject any insurance quotations has been digitally transformed. Paper based proposal forms have been replaced with online versions. Completed by clients, these forms are now prefilled with any known information, reducing time to complete.
Upon completion, forms are uploaded automatically into the platform and are used by the accounts team to formulate a quotation. Similar to the proposal forms, quotations are digitally generated via the platform. All relevant information is collated, including associated documents, and is subsequently sent by email to the potential client, from where they can choose online to mark the quotation as either accepted or rejected.
As part of the application, a dedicated surveyor is assigned to each account and is responsible for undertaking a series of on-site technical assessments of each property throughout the build process. As this work often takes place on a building site, an offline module was developed specifically for the surveyors, whereby they can capture all required information on-site, sync directly to the central platform and produce the required reports easily and at the touch of a button.