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Development of a Mobile CRM Application for Enhanced Insurance Sales and Customer Relationship Management
  1. case
  2. Development of a Mobile CRM Application for Enhanced Insurance Sales and Customer Relationship Management

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Development of a Mobile CRM Application for Enhanced Insurance Sales and Customer Relationship Management

miquido.com
Insurance
Banking & Insurance

Challenges in Field Sales and Customer Management

Aviva's sales team faced inefficiencies in managing insurance prospects, organizing calendars, and submitting reports from field meetings. The lack of a centralized mobile solution hindered real-time data sharing with headquarters, geolocation tracking, and timely customer follow-ups, leading to suboptimal sales planning and reporting delays.

About the Client

One of the world's largest insurance companies requiring a mobile CRM solution to streamline sales processes and improve customer relationship management for field agents.

Key Project Goals

  • Develop a mobile CRM application for iOS and Android platforms
  • Enable field agents to manage insurance prospects and sales leads efficiently
  • Implement calendar organization and meeting reporting functionalities
  • Integrate geolocation and push notification features for real-time updates
  • Streamline data synchronization with Aviva's headquarters systems

Core System Functionalities

  • Prospect and lead management dashboard
  • Calendar scheduling with meeting reminders
  • On-site report generation and submission
  • Geolocation tracking of field agents
  • Push notifications for urgent updates
  • Sales lead reporting module with analytics

Technology Stack

Xamarin.iOS
Xamarin.Android

System Integrations

  • Aviva headquarters database systems
  • Geolocation services API
  • Push notification services (APNs/FCM)

Non-Functional Requirements

  • Scalability for 10,000+ concurrent users
  • Offline functionality with data sync capabilities
  • Enterprise-grade data encryption
  • Cross-platform UI consistency
  • 99.9% uptime SLA

Expected Business Impact

The mobile CRM solution will enhance field agent productivity by 40%, reduce reporting delays by 70%, and improve sales conversion rates through better prospect management. Real-time geolocation tracking and push notifications will enable dynamic sales planning, while integrated reporting will provide headquarters with actionable insights for strategic decision-making.

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