Solutions
Platform
Resources
Emma
A customised CRM platform for external
Financial Advisors selling life insurance policies
Financial Advisors selling life insurance policies
The Company
Co-Founded by Jacomo & Felix, Emma is a B2C insurance platform that sells life insurance products to consumers.
With a team of 22 people and a recent Series A funding of $6.2 million, Emma Insurance aimed to generate more revenue for the business by exploring the B2B market and providing leads to financial advisors.
They came to Noloco to help them bring their new product idea to market.
With a team of 22 people and a recent Series A funding of $6.2 million, Emma Insurance aimed to generate more revenue for the business by exploring the B2B market and providing leads to financial advisors.
They came to Noloco to help them bring their new product idea to market.
.avif)
“We wanted to add a new product line to help us generate
more revenue for the business. We achieved this goal
in record time with Noloco."
more revenue for the business. We achieved this goal
in record time with Noloco."
The Challenge
Emma Insurance needed a solution to generate leads for financial advisors efficiently and cost-effectively. Jacomo wanted to build a CRM-like platform for advisors that could be customised to meet their specific requirements without having to invest a significant amount of time and resources.
Starting a new project can often take months, involving multiple meetings with the CTO and development team for analysis, time assessment, decision-making, and roadmap prioritisation. However, Emma needed to move quickly to respond to market changes. With Noloco, Jacomo quickly realised he had all the tools he needed enabling him to independently evaluate and launch the app in record time.
Starting a new project can often take months, involving multiple meetings with the CTO and development team for analysis, time assessment, decision-making, and roadmap prioritisation. However, Emma needed to move quickly to respond to market changes. With Noloco, Jacomo quickly realised he had all the tools he needed enabling him to independently evaluate and launch the app in record time.
“Starting a new project can often take months of analysis.
However, with Noloco, I evaluated and launched the app independently within 3 weeks"
However, with Noloco, I evaluated and launched the app independently within 3 weeks"
The Solution
Jacomo discovered Noloco and found it to be the perfect platform to build the lead generation business on. With Noloco's ease of use and customization capabilities, he was able to deploy the app very quickly.
The platform Jacomo built acts as a CRM for financial advisors. Depending on the subscription package level chosen, advisors are provided with a set amount of leads per month. In the platform, advisors can login to view and manage their leads, make sales calls using the contact info provided and add notes about their clients.a
Thanks to the app’s intuitive interface it didn't require extensive training or demos, resulting in extremely low customer support costs.
The platform Jacomo built acts as a CRM for financial advisors. Depending on the subscription package level chosen, advisors are provided with a set amount of leads per month. In the platform, advisors can login to view and manage their leads, make sales calls using the contact info provided and add notes about their clients.a
Thanks to the app’s intuitive interface it didn't require extensive training or demos, resulting in extremely low customer support costs.
“As CMO, I was able to build an amazing app on Noloco without needing to use our team of full-stack developers. This freed up our internal resources and resulted in massive cost savings."
The Results
Emma Insurance's lead generation platform built on Noloco has become a significant source of revenue for the business. They aim to reach $1 million in revenue from this business line alone. Financial advisors can purchase lead packages through a subscription model, and the platform's intuitive interface has led to high user adoption and minimal support needs.
Emma plans to continue using Noloco for future projects and explore additional opportunities for growth. The platform's flexibility and agility have impressed Emma’s investors and provided the company with the ability to adapt to market demands effectively.
Overall, Noloco has proven to be an invaluable tool for Emma Insurance, enabling them to generate leads for advisors, increase revenue, and streamline their business operations.
Emma plans to continue using Noloco for future projects and explore additional opportunities for growth. The platform's flexibility and agility have impressed Emma’s investors and provided the company with the ability to adapt to market demands effectively.
Overall, Noloco has proven to be an invaluable tool for Emma Insurance, enabling them to generate leads for advisors, increase revenue, and streamline their business operations.
“We aim to reach one million in revenue from this new line of business Noloco enabled us to adapt to market changes effectively and generate a new revenue stream that is wholly separate from our primary B2C strategy."
Our recent posts
SIGNULAR DESIGN
An project management tool for their agency, where clients can approve work
GAP Consulting
A tailored project management system & client portal for streamlined project delivery and real-time collaboration
PFE Limited