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Mutual Care Insurance Solutions

Mutual Care

Mutual Care
December 18, 2013

Back to Customers
Mutual Care Insurance Solutions

Instant Online Insurance Quoting System

Mutual Care, a leading supplier of insurance in Australia used logiforms Managed Services offering to build and deploy a powerful web based Insurance Quoting System. With a web form that automatically finds the best Insurance rate, processes online payments and a backend that supports a large pool of Insurance Agents following up with quotes, the logiforms platform provided an end to end solution. View Image Quick Tour


The Form

Mutual Care elected to hire the logiforms team to put together the form rather than build it themselves. Our Managed Services team built a multipage web form that intelligently adjusts based on what the user is entering. The Form needed to be easy to use, include a progress indicator and display Insurance Rates (from a lookup table) inline with graphical elements:

This technique has proven to increase response and conversion rates. logiforms is a Professional Grade Form Design tool, with advanced capabilities.  For example, the ability to hide and show fields can be scripted. Mutual Care commented “The  flexibility of logiforms is second to none. We looked at 5 other form builders, and none of them could do the things logiforms was able to do”.



Using a Dynamic Lookup field and  a postal code lookup table, available suburbs are pulled into the form after the user enters their postal code:



Once the user submits the form, a rate lookup is performed and the rate recorded. Using logiforms Respondent Update Mode, the user is automatically redirected back to the form to review the best rate available from multiple carriers. They can then securely enter their credit card details and purchase the insurance.  The entire process was designed to be quick and easy and optimized for conversions.


The Back End

The backend, developed with logiforms Publishing and Workflow system, is a web based portal where Insurance Agents can log in and fufill pending quotes. They also have the ability to complete quotes while on the phone with a client and manage the rate tables used in the lookups as new rates are published by the carriers.


Using the Publishing and workflows Drill Down Page Feature, agents can view the details of each quote using a custom designed layout. The inline editor made it easy to insert wildcards and create a sophisticated and elegant layout:

One of the cool features Mutual Care implemented was an automated follow up system for abandoned quotes. So if a user, got a qoute but never completed payment, an email is automatically sent 2 days later to remind them that they have an open quote and a link is provided for them to finish the order.



To finalize the order, the Insurance agent can upload the Insurance PDF certificate and it is instantly emailed to the client and the quote status set to complete.


Summary

Build on logiforms Publishing and Workflows system, the Mutual Care online Insurance Quoting system processed over 50,0000 submissions within 2 weeks of launching and is now a mission critical component to Mutual Care’s buisness.


David Beydoun of Mutual Care had this to say:


“I wish to express my gratitude to Logiforms for their support in the establishment of a market leading insurance quoting system, underpinned by Logiforms web based security and encryption platform.


Logiforms’ international credentials in data encryption and military strength security helped Mutual Care secure insurer supply and establish the necessary secure environment for our online fulfillment of customer purchases.


I would like to thank Logiforms for working with us to design our database solutions and for their ongoing support. Logiforms fulfilled every requirement we brought forward and were a pleasure to work with“

View Image Quick Tour


Features Used