The Challenge
An insurance program administrator that underwrites niche markets relies on car shows to meet new clients in the classic car market. Leads were collected on paper, then imported and acted on after each show, which caused costly delays between the first conversation and an emailed quote.
The insurer needed a mobile app that:
- Captured lead information on site, even with little or no Wi-Fi.
- Let agents switch between the insurer’s two brands without entering data twice.
- Integrated with the insurer’s existing lead management system, so the internal team could manage the data.
- Deployed internally at the enterprise level, not through the public App Store.
- Was easy to use and easy to upgrade.
The Approach
The central question was how to store information on the iPad until agents had reliable internet, then deliver it safely. The answer lay in the insurer’s existing lead management system. BRIO worked with the insurer’s in-house team to define the API calls that send data directly into that system, so new leads follow the standard sales process from the moment they sync.
The Solution
Guided Lead Capture: The native iPad app walks prospects through a series of self-service questions that gather what’s needed for a quote.
Agent and Client Modes: Agents can hand the iPad to a prospect, or walk them through the questions themselves, building a stronger relationship at first contact.
Works Offline: Data is stored locally and uploaded when a reliable connection is available.
Secure Sync: The app posts to the insurer’s APIs over HTTPS with TLS 1.2 encryption, and the data lands in the insurer’s SQL database.
Technical foundation
- Native iOS iPad app built with Xamarin
- Local SQLite storage for offline use
- Insurer-hosted APIs on Azure
- HTTPS with TLS 1.2 encryption
- Integration with the existing lead management system
The Impact
- Quotes move from car shows to prospects’ inboxes much faster.
- The manual post-show import process is gone.
- Agents save time and close more deals.
- The insurer’s internal team manages lead data in the system it already uses.
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