The brokerage that answers, quotes and files claims on its own
How an 8-person broker works like a 20-person one — without hiring anyone else.
An illustrative case built from real Ekuantum deployments in the sector: what we set up, what daily life looks like, and what a brokerage like yours can expect.
Illustrative case: a composite profile based on real deployments. No client names, no promises — that's how we work.
THE CLIENT
A family brokerage, second generation
Good service, good reputation… and a phone on fire. A multi-quoting tool, extranets from a dozen insurers, and a team spending afternoons processing what mornings didn't allow.
THE PROBLEM
Three pains every broker knows
The phone rules
Half the calls are “how's my claim going?” and “can you quote me?”. The team lives interrupted while new leads wait.
Every claim is an obstacle course
Filing a claim means 20-40 minutes of extranet, each insurer with its own forms. Meanwhile, the client is in the dark.
The book leaks in silence
Renewals nobody flags, returned receipts that end in cancellation, and clients who insure the car with you… and the house with someone else.
THE SOLUTION
Their digital workforce, seat by seat
A single brain — the brokerage's knowledge — feeds all its agents. Each module is a job position, not a tool.
The base — what we always set up
Answers WhatsApp and calls 24/7 with the house voice: solves policy questions, qualifies leads and books with the team.
The nervous system: CRM with the whole book, funnels, landing pages and calendar, all connected.
Runs the info@ inbox: recognizes whether the sender is a client and what policies they hold, and leaves the reply ready to approve.
Answers DMs and turns the curious into appointments.
Finds local SMEs and freelancers and opens conversations for group policies and fleets.
The broker's local advertising, produced and published without an agency.
“Paying too much for your insurance?”: the magnet that captures lead data in exchange for a free review.
From the AI Company catalog
Chases returned receipts with a friendly, escalating tone before the policy hits cancellation.
Collects ID, previous policy and vehicle papers, validates them on the spot and completes the file.
Constant local traffic into the AI Employee.
The sector-exclusive positions
⭐ Claims Agent
The brokerage's star position
It takes the claim at any hour, collects photos and details, and files it by itself: it moves through the insurer's extranet like one more employee — filling forms, attaching documents — and even calls the insurer by phone when needed. Then it doesn't let go:
- Files the claim in each insurer's extranet, just like the office would
- Calls the insurer when the process requires it
- Daily follow-up: client and broker always have the latest status
- From filing to closure, without anyone in the office touching an extranet
Asks for the data (or a photo of the current policy), builds the file for the multi-quoting tool and returns the proposal before the lead goes cold.
Watches expiry dates, warns in time, and if the premium goes up proposes alternatives before the competition does.
Knows each client's lines and offers the missing one at the right moment: car → home → life → health.
AN ORDINARY DAY
Life with a digital workforce
A lead asks for a car quote on WhatsApp. By 8:02 they've given their details and have an appointment for the proposal.
A client had a bump in the night. When the office opens, the claim is already filed in the extranet and the client has a case number.
The voice agent answers two “how's mine going?” calls with the file up to date.
The week's renewal notices go out, plus a friendly nudge on a returned receipt.
The owner gets the summary: what came in, what was processed, and what needs a signature tomorrow.
INDICATIVE RESULTS
What similar businesses see
Estimates based on deployments in similar businesses. Every brokerage is different: none of this is a promise or a guarantee — it's what we design to happen.
“I thought this was for big brokerages. Now the 3 AM claim files itself and my team finally does what it knows best: advising.”
— Jorge, insurance broker
Shall we talk about your brokerage?
A deployment like this starts at the Growth Pack (€9,490 + €279/mo) — the full base with the 5 standard modules. Sector positions are quoted by insurers and volume on the discovery call.
Sam Laniakea