Quoting & Sales Support for Insurance Brokers
Improve speed and accuracy of quotes with standardized intake, insurer follow-ups, and CRM updates.
Increase the speed and accuracy of your quotations through standardized intake processes, active follow-up with insurers, and continuous CRM updates. At Xternus, we optimize your commercial cycle through a highly efficient model powered by flexible talent specialized in the insurance sector. We proactively manage each request, gather the required technical documentation, and maintain constant follow-up with underwriters so your sales team can focus exclusively on closing deals. Everything operates under clear SLAs and full traceability, ensuring measurable results and a tangible improvement in your commercial ROI.
This approach delivers key benefits in operational agility, significantly reducing turnaround times through our Operations & Process Optimization methodologies. By responding faster and with stronger technical accuracy, we help increase your win rate, improving conversion rates and strengthening your competitive positioning against other brokers. At the same time, we keep your system structured and up to date using Data & Analytics capabilities, enhancing pipeline predictability while freeing your commercial profiles from heavy administrative workloads. This solution integrates seamlessly with our Administrative Support for Sales Teams, creating a more efficient commercial engine.
Our methodology is built on deep sector expertise, applying processes specifically designed for the daily workflow of insurance brokerages and connecting this solution with our specialization in Claims Management. We operate under strict time and quality commitments within our Risk, Compliance & Resilience framework, applying Lean Admin principles to eliminate non-value-adding tasks and ensure maximum operational efficiency in every case. In this way, we become a natural extension of your team, delivering consistency and professionalism in every interaction.
To provide real-time control and transparency, we fully integrate into your technological environment through our Digital, Technology & AI capabilities. We operate directly within your management software to maintain full traceability of opportunities, renewals, and policy issuances while managing direct communication with insurers to unblock cases quickly. We also validate all technical documentation required for underwriting, supported by our Document Management & Digitization solutions.
The impact on your commercial performance is clear: up to 40% reduction in quotation cycle times and an increase of up to 8 percentage points in closing ratios. If you are looking to transform your commercial operations into a structured and agile growth engine, this solution becomes the strategic lever your brokerage needs.
How we approach it
Intake & templates
Standardize request forms and document packs.
Underwriter coordination
Track submissions and follow-ups.
CRM hygiene & reporting
Keep opportunities and activities up to date.
Key benefits
- Faster quote turnaround
- Higher win rate
- Cleaner data
- Lower admin burden
Methodologies and tools
FAQ
Do you use our templates?
Yes, or we can propose standard ones.
Can you contact insurers directly?
Yes, as authorized by your brokerage.
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