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INSURANCE · MOBILE

SLIC - Lead Management App

A mobile-first lead management platform helping SLIC's insurance teams capture, assign and convert customer leads faster.

Market ResearchIdeationUI/UXDevelopment
SLIC - Lead Management App
Industry
Insurance
Location
Sri Lanka
Client
Sri Lanka Insurance Company
Duration
2 Months
SLIC - Lead Management App cover
Background

Insurance agents handle high volumes of inquiries across calls, messages and referrals. Manual and fragmented tools cause delayed responses, missed opportunities and lower conversion.

SLIC is a centralized, easy-to-use mobile platform that lets teams capture, organize and manage leads in one place — with clarity, control and efficiency baked in.

Objective

Simplify lead management for insurance teams by replacing manual, scattered processes with a structured digital workflow.

  • Track, assign and manage leads on mobile
  • Real-time lead status and follow-up monitoring
  • Clear ownership through direct assignment
  • Reduce missed follow-ups through structured workflows
  • Better decisions with organized lead data
Solution

We built a clean, intuitive mobile-first app for agents and admins to capture leads, assign them, track follow-ups and manage statuses from one place.

SLIC centralizes lead info, improves accountability and helps insurance teams convert more opportunities into successful outcomes.

"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