Win back the quotes your brokerage loses to silence.
Most lost quotes never get a no. They just go quiet. We set QuoteFlow up inside your brokerage, put your recent silent quotes back into follow-up, and make sure every new quote gets followed up on time. Done for you, with results you can see every month.
Best fit for brokerages with 6 or more brokers.
The quote is the easy part. The follow-up is where business gets lost.
Quotes go quiet
The client gets the quote, says they’ll look it over, and stops answering. Without a reminder, it’s easy to try once and move on.
Follow-ups live in someone’s head
Sticky notes, flagged emails, a spreadsheet nobody keeps up. On a busy week, follow-ups are the first thing to slip.
Owners can’t see the pipeline
How many quotes are still open? Who’s closing and who’s stuck? Without counting by hand, nobody really knows.
See what silent quotes are costing you, from your own numbers
Send us an export of your last 6 to 12 months of quotes. On a 30-minute call, we walk you through:
- How many quotes ended with no yes or no
- The commission sitting in those silent quotes
- Close rates by broker and by type of insurance
- Recent quotes you can still win back this month
We do the setup. Your brokers do what they do best.
We find the money
We show you where quotes are going silent, which brokers and types of insurance it hits hardest, and what better follow-up is worth to your brokerage.
We set everything up
We move your quotes, clients and brokers into QuoteFlow, brand it for your brokerage, write your follow-up messages in your voice, and walk your manager through it.
Silent quotes go back into play
Your silent quotes from the last 6 months go back into follow-up, with every call script, voicemail, text and email already written for your brokers.
Every quote gets followed up
Each new quote gets the same four follow-ups, scheduled automatically, and we review the results with you every month: quotes won, premium won and close rate.
The follow-up every quote gets, counted from the day it went out:
Their day, laid out for them
Each broker logs in to their own list of today’s calls and emails, with the client’s number one tap away.
- Only their own clients and quotes
- A written call script, voicemail, text and email for every follow-up
- Tap to call, or open the email or text ready to send
- Add a quote by dropping in the PDF, with no typing
The whole office at a glance
See every broker’s open quotes, follow-ups waiting, premium won and close rate, without asking anyone for an update.
- An alert when quotes are going cold
- Switch to any one broker’s view in a tap
- Move quotes to another broker when someone’s away or leaves
- Monthly history and an archive of every won and lost quote
One setup. Everything handled.
No software to figure out on your own and nothing to install. We get it running, and we keep it running.
Get your free audit- Free Lost Quote Audit
- Your quotes, clients and brokers moved over for you
- Follow-up messages written in your brokerage’s voice
- A setup call with your manager
- Silent quotes from the last 6 months back in follow-up
- A monthly results review with the owner
- Support from a real person
Your close rate goes up, or you don’t pay monthly
If your close rate after 90 days isn’t higher than the close rate in your audit, you pay no monthly fee until it is, as long as your team adds every quote and works their follow-up list. Your audit sets the starting number and QuoteFlow tracks every quote after that, so the result is always right there.
Leumas Solutions
Leumas Solutions is a Canadian company that helps insurance brokerages win more of the quotes they already send. We build and run QuoteFlow, our follow-up system, and set it up for every brokerage we work with.
It isn’t a replacement for your management system. It covers the part that system doesn’t: making sure every quote your office sends gets followed up, on time, by the right broker.
Book your free audit
Leave your name, number and email. We’ll call to set up your audit and tell you exactly what to export. There’s no cost and no obligation.
- 1Quick callWe learn how your office handles quotes today and which system you use.
- 2Your auditA 30-minute online call going through your own numbers.
- 3Your planIf it’s a fit, we show you what setup and results would look like for your brokerage.