InsuranceLow-code SolutionsPrudential do Brasil
Low-code Lead Management Platform for Prudential
Challenge
Prudential needed an agile solution to centralise and qualify leads captured by brokers across Brazil. The manual process meant lost opportunities, no traceability and difficulty measuring conversion by channel and region.
Solution
We developed a complete low-code lead management platform with a visual sales funnel, follow-up automation, opportunity scoring and conversion dashboards by broker and region. Integrated with the internal CRM, with automatic notifications for the sales teams.
- Power Apps
- Power Automate
- Power BI
- SharePoint
- Microsoft 365
- Dataverse
Results achieved
- R$ 5Min new contracts within 6 months
- 3xmore leads converted vs. the previous process
- 6 wksfrom briefing to a system in production