Loans & insurance business · Finance & Insurance
Finance platform: calculators, education and disciplined follow-up
A lead engine where customers self-qualify through calculators before a single call is made.
Worked concept
A solution designed in full — workflow, data model and screens — to show how this kind of business would be built. Not a delivered project.
- React
- TypeScript
- PostgreSQL
- Automation workflows
Business challenge
- Leads lost between calls
- Customers did not understand product differences
- Documents collected over chat
- No structured follow-up
Our understanding
- A customer who has run a calculator is a materially better lead than a form fill.
- Follow-up failure, not lead volume, was the revenue problem.
Solution
- Product education pages
- EMI and eligibility calculators
- Structured lead capture
- Lead pipeline with stages
- Automated follow-up sequences
System design
Data
Leads, products, calculations, documents, activities.
Application
Public site plus internal lead console.
Automation
Stage-based reminders and document requests.
Analytics
Source, stage conversion, agent performance.
Key features
- Calculators
- Lead capture
- Lead management
- Document upload
- Follow-up automation
- Dashboards
Screens & experience
- Product page
- Calculator
- Application form
- Lead pipeline
- Agent dashboard
Automation
- Instant acknowledgement
- Document reminder
- Stage-based follow-ups
- Idle-lead escalation
Data & analytics
- Lead source quality
- Stage-wise drop-off
- Response time
- Conversion by product
Outcome
- Better qualified enquiries
- No lead left without a next action
- Clear view of where deals stall
Possible future improvements
- Credit-check integration
- Digital KYC
- Customer portal
- Partner referral tracking
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