How Quotiva Works

Quotiva helps insurance brokers and intermediaries write more new business by improving conversion at all stages of the pipeline because of its unique online quote system and broker CRM.

Although Quotiva’s technology is dastardly complicated deep down inside, the way it helps brokers sell more is quite simple:

Part One: Turn your products into electronic quote engines

The important thing to note here is that we’re taking your products, not ours, not an affililate’s or underwriting agency’s - your rates as provided to you by your carriers. Every Quotiva broker’s system is built using their own schedules with their own customisation.

This is the bit that most people have difficulty with and why traditionally this has cost tens of thousands of pounds (it doesn’t with Quotiva before we lose you - we’re really good at it so it only costs a few hundred pounds to do it this way). And we can do it for any guide in any class of business.

Part Two: Use your new quote engine to give your customers what they want - quotes !

Without giving anything away to competitors, we integrate your quote engines with your site. Again, before we lose you, this doesn’t mean that you need to contact your web developers to get a new site built or go through any of that whole “web pain” - it’s very simple and we handle it all.

Part Three: Direct your advertising, promotion, renewal invitations, whatever, to your quote page

This is the important part - before you could quote online your prospects’ only option was to wait until daytime to phone you up and get a quote. Now you can quote online they can go directly from your ad into your prospect database - they don’t have to remember to do something later (which they won’t), they don’t have to cool down after seeing your ad (which they will) or be distracted by someone else’s message (which they certainly will). You’ve got them! This is how brokers are selling more than the competition, day and night - prospects are on your page typing their names, addresses and risk profiles into your prospect database for you!

Part Four: Login to Quotiva to view, requote, contact and manage your new prospects

Everything is neatly organised, classified, ranked, searched, quoted and databased by the Quotiva Broker CRM included with every installation. Login from any internet connected computer and start selling. Leads are on your desktop the second that the prospect clicks the “Get A Quote” button - since Quotiva has done all the work calculating their rates across all your insurers and presented that information alongside your lead, all you need to do is confirm details, requote if necessary and write the business up!