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Lead Management App for Sri Lanka Insurance Company

quote

“Very pleasant to work with Cogntix, they were open to our suggestions, and worked within our deadlines and our budget! ”

Sri Lanka Insurance Company

Insurance Sector

Sri Lanka

SLIC

Lead Management App for Sri Lanka Insurance Company

quote

“Very pleasant to work with Cogntix, they were open to our suggestions, and worked within our deadlines and our budget! ”

Sri Lanka Insurance Company

Insurance Sector

Sri Lanka

Industry

Industry

Insurance

Location

Location

Sri Lanka

Client

Client

SLIC

Duration

Duration

2 Months

SLIC
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Background

SLIC is a mobile lead management application developed for Sri Lanka Insurance Company to support insurance teams in managing customer leads more effectively. Insurance agents often handle a high volume of inquiries across calls, messages, and referrals, making it difficult to track follow-ups, assign leads, and maintain accurate records. Manual processes and fragmented systems can lead to delayed responses, missed opportunities, and reduced conversion rates.

SLIC was designed to address these challenges by providing a centralized, easy-to-use platform that allows teams to capture, organize, and manage leads in one place. The app focuses on clarity, control, and efficiency, enabling insurance teams to stay organized, collaborate better, and improve overall sales performance.

Objective

The primary objective of SLIC is to simplify lead management for insurance teams by replacing manual and scattered processes with a structured digital system. The platform helps teams focus on timely follow-ups, better coordination, and higher conversion rates.

  • checkProvide a simple mobile solution to track, assign, and manage insurance leads efficiently
  • checkEnable teams to monitor lead status and follow-up progress in real time
  • checkImprove team coordination by clearly assigning leads to agents
  • checkReduce missed follow-ups through structured workflows and visibility
  • checkSupport better decision-making through organized lead data

Solution

We worked closely with Sri Lanka Insurance Company to design and develop a mobile-first lead management solution tailored to the needs of insurance teams. The SLIC app provides a clean and intuitive interface that allows agents and administrators to capture leads, assign them to team members, track follow-ups, and manage lead statuses from a single platform.

The solution centralizes lead information, improves accountability among team members, and ensures that every lead is followed up effectively. By simplifying daily workflows and reducing manual effort, SLIC enables insurance teams to operate more efficiently and convert more opportunities into successful outcomes.

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Naresh Shanmugaraj

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naresh@cogntix.com

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