How Emma built a revenue-generating CRM in 3 weeks without developers

Emma is a digital insurance platform that sells life insurance directly to consumers and, more recently, provides lead-generation tools for financial advisors.

“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 Rowmesh.”

The Challenge

Emma, a fast-growing B2C insurance platform, had recently raised $6.2M in Series A funding and grown to a team of 22. Looking to expand into the B2B market, they aimed to generate more revenue by providing qualified leads to financial advisors - and needed a new product to bring this idea to life.

Emma 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 customized 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 prioritization. However, Emma needed to move quickly to respond to market changes. With Rowmesh, Jacomo quickly realized 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 Rowmesh, I evaluated and launched the app independently within 3 weeks”

The Solution

Jacomo discovered Rowmesh and found it to be the perfect platform to build the lead generation business on. With Rowmesh’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.

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 Rowmesh 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 Rowmesh 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 Rowmesh 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, Rowmesh 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 Rowmesh enabled us to adapt to market changes effectively and generate a new revenue stream that is wholly separate from our primary B2C strategy.”