Lead Generation App for Agents on the Go
Empowering Agents to Capture Leads and Generate Quotes Anywhere, Anytime
![[FI 15] Image for Header](http://images.ctfassets.net/xooissnm36jt/2Vrb9IBQg9Errkwsja7odX/c974f4e281774b465979d306dfed7e94/Banner__9_.svg)
![[FI 15] Image for Header](data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABCAQAAAC1HAwCAAAAC0lEQVR42mNkYAAAAAYAAjCB0C8AAAAASUVORK5CYII=)
Lead Generation App for Agents on the Go
Empowering Agents to Capture Leads and Generate Quotes Anywhere, Anytime
![[FI 15] Image for Challenge](http://images.ctfassets.net/xooissnm36jt/1KucZ1r2xHUfhoUY0YLSta/2ca0a5d827022c218e90120b2156af35/Group_54__8_.svg)
The Challenge
An American insurance provider needed to modernize its mobile lead generation tool for licensed agents and agency partners working outside the office. The existing application was outdated and cumbersome, making it difficult for agents to efficiently capture new customer data, scan IDs, generate insurance pre-quotes, or follow up on prospects while in the field.
The new solution had to streamline workflows, improve usability, and work seamlessly across tablets and mobile devices—all while preserving compliance and security requirements.
The Solution
We delivered a modern, responsive application that enables agents to capture new leads, generate Auto and Life insurance pre-quotes, and send them to customers—directly from their mobile or tablet devices. The app streamlines every step of the lead generation process, from scanning driver licenses to automatically populate customer data, to customizing quotes and tracking recent activity.
With a clean dashboard, role-based access, and intuitive navigation, the tool helps agents prioritize outreach and follow up faster—supporting sales growth and improving field productivity.
Challenge we ran:
8
Days
47
Participants
18
Submissions
The Impact
The new mobile experience gave agents the tools to grow their business from anywhere. By rethinking how agents collect leads and deliver quotes in the field, the solution streamlines customer acquisition and supports agents in growing their book of business—without being tied to a desk.
The project also supports future integration with CRM systems and can scale to include additional product lines, making it a flexible and strategic investment.
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