Integrated Commercial Pipeline for Insurance Brokers
Dedicated CRM system for managing all analyses: from the awareness letter to the insurance proposal to the mitigation plan. Kanban view to monitor every opportunity.
Insurance brokers manage dozens of commercial opportunities simultaneously: ongoing risk analyses, submitted proposals, follow-ups to do, expiring renewals. Without an organised system, opportunities get lost.
Quick Global's Commercial Pipeline organises all your analyses in an intuitive Kanban view: from awareness letter to risk analysis, from insurance proposal to mitigation plan, through to closure.
See how it works→
Manage your commercial process from start to close
Drag & Drop Kanban View
Organise opportunities in intuitive columns:
- Awareness Letter
- Risk Analysis
- Insurance Analysis
- Mitigation Plan
- Won / Lost
Detailed Opportunity Management
For each opportunity you can track:
- Company name and contact person
- Estimated proposal amount
- Last contact date and next follow-up
- Commercial notes and memos
- Direct link to risk analysis
Reminders & Follow-up
Never miss a deadline:
- Follow-up dates with notifications
- Reminders for expiring renewals
- Alerts for analyses to complete
- Weekly activity summary
Statistics & Conversion
Monitor commercial performance:
- Conversion rate by phase
- Total pipeline opportunity value
- Average closing time
- Commercial activity report
Why choose the integrated pipeline
| Aspect | Manual Management | With Quick Global |
|---|---|---|
| Opportunity tracking | Excel sheets and notes | Real-time Kanban view |
| Follow-up | Manual reminders | Automatic notifications |
| Overview | None | Dashboard with every opportunity status |
| Lost opportunities | Frequent | Zero thanks to automatic reminders |
Every opportunity always under control
Discover how the pipeline can organise your commercial work.
Request Free Demo→How it works in 3 simple steps
Create a new opportunity
Add the company to the pipeline. The system positions it automatically and creates a link to risk analysis.
Manage the process
Drag opportunities between columns as you progress.
Monitor and close
Keep all opportunities under control and maximise conversion rate.
Use Cases for Brokers and Insurance Agents
For the Insurance Broker
- Coordinated sales team management
- Overview of all active opportunities
- Reports for management on deal status
- Revenue forecast based on pipeline
For the Insurance Agent
- Sales visit organisation
- Tracking every client interaction
- Automatic follow-up reminders
- No forgotten opportunities
Everything under control in one view
Kanban View
Intuitive drag & drop
Automatic reminders
No more forgotten follow-ups
Linked to analyses
Direct access to reports
Sales statistics
Monitor conversion
What professionals say
The pipeline has finally allowed me to organise my commercial work.
The Kanban view is fantastic. My closing rate improved by 30%.
The direct link between pipeline and risk analysis is brilliant.
Join them
Request a demo and discover the Commercial Pipeline in action.
Commercial Pipeline FAQ
Never lose another opportunity. Start today.
Discover how the Integrated Commercial Pipeline can organise your work and increase your conversion rate.