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
Lead GenerationQuotingBindingAI AgentsPolicy AdminRenewalsClaimsEmail / SMS / WhatsAppAccountsReports and DashboardsLead GenerationQuotingBindingAI AgentsPolicy AdminRenewalsClaimsEmail / SMS / WhatsAppAccountsReports and Dashboards
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 Break free from the shackles of this outdated practice.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
Lead Generation
Capture, qualify and chase from one queue.
02
Quoting
Prices from all your insurers on one screen.
03
Binding
Bind the policy and issue the documents at the point of sale.
04
AI Agents
Fourteen AI employees: twelve live, two in preview.
05
Policy Admin
Policies and mid-term changes in one client file.
06
Renewals
Every renewal due, worked from the same file.
07
Claims
Claims and their diary tasks, held against the policy.
08
Email / SMS / WhatsApp
Every message lands in the client timeline.
09
Accounts
Receipts, payments and journals right alongside.
10
Reports and Dashboards
Live dashboards, wallboards, targets and reports.
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
Agentic AI built directly into Kwoter: fourteen AI employees covering every department, from reception to renewals to compliance to finance. Twelve are live and two are in preview. They learn from every conversation. They never clock off.
Live
Roxanne
Receptionist
Answers your phone with a real conversation whenever your team can't, day or night. No caller leaves without being helped, quoted, put through or called back.
Live
Otto
Outbound caller
Works through your call lists within your calling hours, has the conversation, and hands anyone ready to buy straight to a person on your team.
Live
Emile
Email sender
Writes and sends your renewal reminders, enquiry follow-ups, win-backs and announcements from your own address, and hands anyone who replies to a person.
Preview
Christopher
Cross-seller
Finds the customers who hold only one policy with you, shows what a second could be worth, and drafts a year of messages for you to approve.
Live
Max
Marketing analyst
Follows your ad spend through to the leads, policies written and earnings it actually produced, and tells you your real cost per lead by product.
Live
Sage
Call monitor and sales coach
Scores your recorded quote and renewal calls against your FCA checklist, with the evidence for every mark, and turns them into coaching.
Live
Cleo
Claims handler
Takes claims at any hour, tells customers what to do now, gets the right partner moving, and keeps everyone informed until it's settled.
Live
Intel
Market research
Keeps a weekly eye on the competitors you name and, on request, researches your market and comes back with a sourced briefing.
Preview
Rene
Renewals and customer relationships
Works every renewal over email, text, WhatsApp and voice using the prices you give her, keeps in touch through the year, and hands anything tricky to a person.
Live
FD
Finance director
Shows your premium and policies written by insurer and scheme, the commission each has earned and what each of your agents wrote, flags anything that doesn't reconcile, and emails your month-end report.
Live
Cora
Compliance
Tracks your FCA compliance position across 54 controls, with automatic checks, an evidence vault and an audit pack ready whenever someone asks.
Live
Hollie
HR
Your team's first stop for holiday, sickness and working-from-home requests, handled in a normal conversation and passed to the right manager.
Live
Steve
Security
Runs an outside-in check on your domain, from email spoofing protection to lookalike domains, with an owner, a deadline and a fix for each problem.
Live
Henry
In-app helper
Sits in the header on every screen and explains how Kwoter works in plain words, so nobody gets stuck setting up or using the platform.
Every agent works under your rules, and anything that needs a person goes to a person.
Watch each agent at work 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