Quick Global Feature

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.

THE PROBLEM WE SOLVE

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.

Busy consultant
The Solution

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
Satisfied consultant

Manage your commercial process from start to close

Kanban view of commercial pipeline

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
Opportunity detail with notes and follow-up dates

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

AspectManual ManagementWith Quick Global
Opportunity trackingExcel sheets and notesReal-time Kanban view
Follow-upManual remindersAutomatic notifications
OverviewNoneDashboard with every opportunity status
Lost opportunitiesFrequentZero thanks to automatic reminders
Organisation

Every opportunity always under control

Discover how the pipeline can organise your commercial work.

Request Free Demo
Satisfied consultant

How it works in 3 simple steps

1

Create a new opportunity

Add the company to the pipeline. The system positions it automatically and creates a link to risk analysis.

2

Manage the process

Drag opportunities between columns as you progress.

3

Monitor and close

Keep all opportunities under control and maximise conversion rate.

Use Cases for Brokers and Insurance Agents

Insurance broker managing commercial pipeline

For the Insurance Broker

  • Coordinated sales team management
  • Overview of all active opportunities
  • Reports for management on deal status
  • Revenue forecast based on pipeline
Insurance agent organising opportunities

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

MB
Marco Bianchi
Utente verificato

The pipeline has finally allowed me to organise my commercial work.

LR
Laura Rossini
Utente verificato

The Kanban view is fantastic. My closing rate improved by 30%.

GV
Giuseppe Verdi
Utente verificato

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.

Demo anfordern