Event Lead Capture App for Insurance Introducers
A lead capture app for insurance introducers at events, with CRM integration, validated contact data and personal dashboards.
- Industries
- Built with
- Flutter
- Node.js
- MySQL
The project
This mobile app helps an insurance company sign up customers for its funeral cash plans at community events and exhibitions. Introducers capture each customer's name, contact details and best time to call on the spot, and the app accepts only valid email addresses and phone numbers. Every lead goes straight into the company's Bitrix CRM, tagged with the introducer and the event. Each introducer has a personal dashboard of weekly, monthly and yearly leads, and an admin panel lets the company monitor leads, track performance and export data for analysis. We built the iOS and Android apps in Flutter with a Node.js and MySQL backend.
The challenge
- Sign-ups at events were taken on paper and typed into the CRM later, and leads went missing on the way.
- Mistyped email addresses and phone numbers left the sales team with leads they could not reach.
- Introducers are paid by the leads they bring in, so the company needed an accurate record of who captured each one.
What we built
- A sign-up form built for events, capturing names, contact details and a suitable time to call.
- Validation that accepts only well-formed email addresses and phone numbers.
- Direct integration with the Bitrix CRM, so each lead arrives with its introducer and event.
- Personal introducer dashboards and an admin panel for lead monitoring, performance tracking and data export.
Key features
Event sign-up form
Introducers capture a customer's name, contact details and best time to call at the stand.
Validated contact data
Only valid email addresses and phone numbers are accepted, so no lead is lost to a typo.
CRM integration
Leads go straight into Bitrix with no re-keying.
Introducer dashboard
Each introducer sees their leads for today, this week and this month.
Event-level tracking
Leads are grouped by event, which makes follow-up and comparison simple.
Admin panel and export
Managers monitor leads, review introducer performance and export data for analysis.
