LeadGuru Mobile

LeadGuru Mobile

B2B, Insurtech, Marketplace

For LeadGuru we built an iOS and Android app where insurance agents and credit experts buy leads, top up points and file returns, and learn about new enquiries from a push notification.

LeadGuru is a marketplace for insurance and credit leads: customers submit enquiries about insurance or a loan themselves, and agents and credit experts listed in the KNF register buy them with points. Over 1,000 agents use the platform, and the life insurance category alone brings in more than 2,000 enquiries a month. Everything happened in the browser, though, so an agent in the field only saw a new lead once back at a computer, and the lead complaint process was awkward for buyers. We built the iOS and Android app on top of the client's own designs and API, advising on both wherever mobile-specific mechanics came into play. In the app an agent sets up products and service areas, browses and buys leads, keeps notes, tops up points via PayU or Przelewy24 and downloads invoices. A new lead arrives as a push notification, and a full or partial lead return takes a few steps and draws on a separate returns balance. The result: leads and billing in the agent's pocket, and LeadGuru live in the App Store and Google Play.

Challenge we faced

  • An agent only learned about a new lead after logging in on the web, while minutes decide who gets to buy it first.
  • Paying for points via PayU or Przelewy24 had to happen entirely inside the app, including the wait for the bank's confirmation.
  • A six-step sign-up with KNF register verification, insurer selection and a first top-up had to fit on a phone screen.
  • The existing lead complaint process was awkward for buyers and needed a redesign together with the returns balance.
  • Links from emails (account activation, password reset, email change) had to open the right screen of the app on both iOS and Android.

Technologies

  • React Native
  • Expo
  • TypeScript

Effects of our work

  • mobile

    New leads as push notifications

  • Lead return

    Lead returns in a few steps

  • Payments

    Point top-ups inside the app

  • Launch

    LeadGuru on the App Store and Google Play

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