Making Insurance Agents smarter with access to latest product information and tools on their phones

An education company, approached us with a clear problem statement – lack of access to latest insurance related information and tools for LIC agents, at times when it’s needed the most. Based on their observations, most agents fumbled when it came to quickly responding with latest information about the schemes, explaining returns and doing premium calculations, during their meetings. The company’s objective was to make use of technology to push latest, relevant information about insurance products to agents on their android app – which includes product videos, info-graphics and documents that can be shared with the client easily during the meeting. They also needed a means to stay in touch with their customers, easily through the app.

Codewave helped the client design and develop a native android app with cloud sync and offline first approach, from the ground up. Agents needed to be quickly equipped with a simple, mobile friendly tool, to be able to sell insurance products better. Codewave also built a web admin app, for the company to be able to understand KPI’s, data usage and also push updated content, notifications and control access to tools, agents would see on the app. Codewave architected the solution to work in remote areas where internet availability is low or none. The agent has an option to download all marketing material on the app for later usage. The download also can happen in the background if the internet speed is slow for the agent.  The platform was taken very positively by the agent community with about 10k installs within the first few weeks of launch with organic growth with a rating of 4.5. The app later on went on to 5L+ downloads over few months.

The app also lets agents stay in touch with their prospects and customers, by sending personalised greetings via whatsapp, email and other social media channels.

Impact