One-Step Quoting
Gone are the days of re-keying for your non-standard products. Instantly see all your insurers prices in one place.
Pioneering the new era of InsurTech
The ultimatenon-standardquoting platform
Instantly display prices from all your insurers for any non-standard product and tons more!
- less data entry
- 0%
- less data entry
- more daily quotes
- 0%
- more daily quotes
- entries per quote
- 4 → 4
- entries per quote
DashboardsReportingWallboardsTarget SettingChart CreationLead GenerationVOIP IntegrationStaff Absence ManagementEmail / SMS / WhatsAppLead Trading PlatformDashboardsReportingWallboardsTarget SettingChart CreationLead GenerationVOIP IntegrationStaff Absence ManagementEmail / SMS / WhatsAppLead Trading Platform
01Why Kwoter?
Everything a broker needs, in one place
Built for non-standard insurance brokers who quote complex risks every day.
Advanced Reporting
Kwoter™ features built in and fully customisable reporting enabling enhanced analysis of your data.
Enhanced Communication
See contact history of any client and send/receive Emails, SMS, or WhatsApp's directly from the system.
Target Setting
Set team/individual targets and track live performance via custom wallboards, and dashboards.
Lead Trading Platform
Lead trading capabilities for additional revenue streams.
Cross Selling
Utilise the system's capabilities to effortlessly cross sell a variety of product lines.
Built for non-standard brokers
Wave goodbye to the burdens of re-keying
As an insurance broker specialising in non-standard products, you know that time is of the essence. Manually entering client details across different platforms for quotes is not just time-consuming; it caps your potential to efficiently manage quotes and stifles your revenue growth. Break free from the shackles of this outdated practice. Opt for a more efficient process that eradicates the repetitive data entry, propelling you towards heightened productivity and greater income possibilities.
02The journey
So... how does it work?
- 0101
Lead Integration
Leads are automatically populated into the Kwoter system, either from your existing lead sources or from details entered during a client initiated call.
- 0202
Broker Verifies Details
Brokers ensure accuracy and compliance by verifying customer information, addressing all necessary GDPR-related queries.
- 0303
Form Completion
The broker fills out the Kwoter form, including all essential questions to enable the display of quotes from various insurers.
- 0404
Broker Clicks 'Get Quotes'
After inputting the required information, the broker clicks 'Get Quotes'. Kwoter then starts processing the data to generate quotes.
- 0505
Instant Quote Display
With a single click, prices from all insurers are displayed on one screen, streamlining the decision-making process and enhancing client satisfaction.
- 0606
Sale Completion
Once the sale is concluded, the transaction details are automatically integrated into your CRM system, facilitating the policy binding and the issuance of necessary documents.
03The System
A complete frontend solution
Not just a one step quoting platform. Kwoter runs the rest of the brokerage too, with every one of these functions under a single login.
01
Dashboards
Your whole brokerage on one screen, live.
02
Reporting
Drill into agents, products and channels in seconds.
03
Wallboards
Office screens that keep score in real time.
04
Target Setting
Set them by team or by individual, watch them move.
05
Chart Creation
Turn any metric into a visual, no spreadsheets.
06
Lead Generation / Maintenance
Capture, qualify and chase from one queue.
07
VOIP Integration
Every call logged against the client record.
08
Staff Absence Management
Holiday and sickness, handled in the same system.
09
Email / SMS / WhatsApp Integration
Every message lands in the client timeline.
10
Lead Trading Platform
Buy and sell leads without leaving your desk.
Ten functions. One platform. One login.
See it in the demo
Live across every desk
10 modules, one licence
04Benefits
Why brokers choose Kwoter
Effortlessly quote complex risks and receive quotes in seconds.
Everything in one place
A comprehensive system for quote management and data storage.
Automated reminders
Automated reminders assist users in effectively organising schedules.
Email & SMS built in
Users can send emails and SMS messages to clients directly from the Kwoter™ platform.
Effortless cross-selling
Utilise the system's capabilities to effortlessly cross sell a variety of product lines.
Real-time reporting
Observe the performance of sales teams with detailed, real-time reports spanning daily, monthly, and year-to-date progress.
Built-in motivation
Exhibit inspiring quotes within the system to motivate and boost your sales team.
News on tap
Keep updated with the latest news and current affairs directly through the platform, negating the need for external searches.
Trade your leads
Lead trading capabilities for additional revenue streams.
05Efficiency calculator
See what Kwoter could mean for your brokerage
Use the controls below to input details for an existing product line that currently requires manual client information entry into multiple insurers' systems for quote retrieval.
40
4
*This calculator provides estimates based on a year-long evaluation of Kwoter's implementation at an insurance brokerage on one non-standard product type. Before adopting Kwoter, the brokerage had to enter client details four times per quote; with Kwoter, client information only needed to be entered once, resulting in a 75% decrease in data entry efforts and a 58% increase in daily quote completions. Results are proportionally adjusted to reflect similar gains.
Less data entry
75%
Potential quotes per day
63
up from 40
Re-keys eliminated daily
120
06Who we are
Insurance people, building insurance technology
01
Revolutionise
We envision technology as the driving force of change in the insurance industry, and we're dedicated to making it accessible and user-friendly. Our platform simplifies the quoting process by seamlessly integrating various platforms into a single, user-friendly interface, enabling brokers to effortlessly secure multiple quotes for non-standard insurance with just a few clicks.
02
Our Mission
Our mission is to empower brokers with the essential tools for business growth. We're unwavering in our commitment to delivering exceptional customer service and support, and we pledge to continually enhance our platform to align with the ever-evolving requirements of our valued users.
03
Our Team
Our team comprises seasoned veterans from the insurance industry, each bringing a wealth of knowledge and experience to our endeavors. We possess a deep understanding of the intricacies within the insurance sector, and we are fueled by a shared passion for harnessing technology to foster innovation and drive meaningful change.
07Kwoter AI
Meet your AI workforce
We're building agentic AI directly into Kwoter: named agents that answer, dial, coach and research alongside your team, around the clock. Every one remembers, learns from each conversation, and can be trained on your own recorded calls. Ten are planned. Meet the first six.
Roxanne
The receptionist
The receptionist who never goes home. When your team clocks off at six, Roxanne answers every call with a real conversation, not a voicemail.
- Handles every out-of-hours call, 24 hours a day
- Joins the hunt group as your 11th, 12th or 50th agent when lines are full
- Passes messages to claims, renewals or any desk by email, WhatsApp, text or internal note
- Takes full applications over the phoneSoon
Otto
The outbound caller
Your book, worked around the clock. Otto dials lapsed leads and upcoming renewals, has the conversation, and hands anyone ready to buy straight to a human.
- Re-solicits last year's leads as their renewal dates come round
- Talks clients through renewal quotes and confirms acceptance on the call
- Fills out applications and transfers hot prospects to your team
- Scales without hiring: a ten-person brokerage that calls like fifty
Max
The marketing analyst
Plugged into Google, Meta and TikTok through their APIs, Max reads every advert's performance and tells you each morning what to scale and what to switch off.
- Daily, weekly, monthly and yearly reports, broken down by product line
- Spots ad fatigue and rising cost per lead before they hurt
- Designs and runs your email campaigns, and plans call campaigns for Otto
- Drafts replacement ads ready for one-click human approvalSoon
Sage
The sales coach
On every call your humans take, Sage scores compliance, coaches in the moment, and turns your best seller's calls into training for the rest.
- Scores every call against your compliance checklist and flags management when needed
- Live coaching on sales technique, compliance and etiquette
- Lifts winning moments from your top calls into training for the team
- Surfaces off-script promises before they become an FCA problem
Cleo
The claims handler
The calm voice at 2am when a client has just had a crash. Cleo knows the entire claims process and gets people to exactly what they need, fast.
- Trained across vehicle, motorbike and home claims, end to end
- Arranges recovery, hire cars and the right third-party services on the spot
- Tells clients exactly what details to take at the scene
- Escalates to your human team, or straight to 999 when it's serious
Intel
Intel & research
Your eyes on the whole market. Brief Intel with a question and he comes back with what your competitors are doing and what it means for you.
- Tracks competitor moves, products and pricing angles
- Studies long-running winning adverts and rebuilds the angle in your words
- On-demand research across compliance, financial and market questions
- Point him at anything: he reports back with what you need
Ada
Comms · in training
Rene
Renewals · in training
FD
Finance Director · in training
Cora
Compliance · in training
The full ten-agent roster lands first on kwoter.ai.
08Coming soon...
The Kwoter mobile app for iOS and Android
Stay ahead of the game with the ability to check your performance anytime, anywhere. This user-friendly app brings the full functionality of Kwoter to your fingertips, ensuring you're always connected and in control of your business, even on the go. Keep an eye out for its release and take your efficiency to the next level.
09Optimise operational efficiency
Book a demo
Discover how Kwoter can elevate your organisation's operational effectiveness to new heights.
10Questions
Asked and answered
The questions brokers ask before they see the demo. Anything else, ask a human:
u2us@kwoter.co.uk