The Lead Hub
Transforming insurance lead management with an all-in-one CRM platform
- Industry
- Insurance
- Client
- InsureTech Corp
- Timeline
- 6 months
- Year
- 2023
The client was managing insurance leads through spreadsheets and disconnected tools. Agents had no visibility into lead distribution, and management had no real-time reporting on conversion rates.
- Centralize lead management into a single platform
- Automate lead distribution to agents
- Build mobile app for field agents
- Real-time reporting and analytics
- Billing and subscription management
We designed and built a full-stack insurance CRM from the ground up, web platform for administrators, mobile apps for field agents, and real-time dashboards for management.
Architected a multi-tenant Laravel backend with role-based access control for admins, managers, and field agents
Built a Flutter mobile app with offline capability and Firebase push notifications for instant lead alerts
Developed an intelligent round-robin and geo-based lead distribution engine to maximize agent response rates
Created real-time Chart.js dashboards for conversion tracking, agent performance, and revenue forecasting
Backend
Mobile
Frontend
Infrastructure
Lead Distribution Engine
Intelligent round-robin and geo-based routing assigns leads to the right agent in under 2 minutes with full audit trails.
Agent Mobile App
Flutter-powered iOS and Android app with offline mode, push notifications, and one-tap lead status updates.
Real-time Dashboard
Executive dashboards with live pipeline metrics, conversion funnels, and customisable KPI widgets.
Billing System
Integrated subscription billing with tiered plans, usage-based pricing, invoicing, and payment history.
Document Management
Secure cloud storage for policy documents, quote PDFs, and compliance records attached to each lead.
Multi-role Access
Granular permission system for admins, team managers, and field agents, each with a tailored workspace.
60%
Efficiency Gain
Increase in operational efficiency within 3 months of launch
< 2min
Lead Response Time
Average time from lead capture to agent assignment
98%
Agent Adoption
Of field agents actively using the mobile app daily
4x
ROI
Return on technology investment in first year
“Elite Techlogix transformed our entire lead management workflow. The Lead Hub has become the backbone of our operations, we couldn't imagine going back to spreadsheets.”
Let's build something that outlasts the roadmap.
Tell us the problem other teams called impossible.