CRM app for insurance agents

A field CRM that lets insurance agents manage clients, quotes, and policies on the go — with a native-like experience and full offline support.

Mobile DevelopmentUX/UI DesignBackend Development

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aviva.softwareinsight.com

Aviva

About the company

Who we worked with

Aviva is one of the world's largest insurance groups, serving millions of customers across life, general, and health insurance. Their field agents needed modern tooling to work effectively away from the desk.

Client: Aviva
Industry: FinTech
Technologies: Mobile
Category: FinTech · Mobile App

Our work

The solution we delivered

We designed and built a cross-functional mobile CRM that streamlined the agent workflow end to end — from lead capture to policy issuance — backed by a secure, scalable API and an offline-first sync layer.