The Lead Hub
Transforming insurance lead management with an all-in-one CRM platform
Background
The Challenge
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.
Project Goals
- 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
What We Integrated
How We Solved It
Our Approach
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
Technologies Used
Capabilities
What We Built
Every feature was designed to solve a real user problem and deliver measurable business value.
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.
“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.”