Sales CRM

Case Study: Complete digital strategy & transformation for Lynch Insurance Brokers

The Client: Lynch Insurance Brokers were seeking to take control of their digital strategy and digitalise customer acqusition, onboarding and service delivery.

The Challenge: Lynch were seeking to invest in digital strategy to improve customer acqusition with tools such as online quotes, email marketing and digital advertising. They has a clear idea of what they wanted to do and achieve but lacked the know-how and interna resources to execute so were seeking a digital partner to help them achieve their visions.

The Solution: ApplyOn designed a digital strategy to enable the Lynch management team to achieve their digital ambition, aligned this strategy to the businesses resources and brought  of the skills, software and know-how together to deliver it cost effectively. The key deliverables include:

  • New mobile first website experience for customers
  • Online quote and quote-to-buy solutions for 11 products
  • Aggregated pricing for motor and home insurance.
  • Sales CRM with integrated ratings for real-time pricing and sales support.
  • E-Signatures and automated proposal form and documents production.
  • End-to-end quote to buy solution for own-branded product.
  • Digital marketing strategy with full SEO and
  • Marketing & sales analytics and reporting.

The ROI:

  • Delivery of a full digital strategy solution.
  • Delivered a 50% reduction in digital investment.
  • Generating 1,000s of new business leads online a year.
  • Launched their first product for car and home insurance online with e-commerce.
  • Lowered manual processing of sales, renewals and quotes by 80% saving hundreds of hours per month.

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