Insurance brokers

A brokerage that signs more policies without chasing its quote requests.

Quote requests are called back within a minute, renewal dates are anticipated, clients are called before renewal and documents are requested automatically. Your advisers keep the advice and the signature.

What happens today

A quote request goes cold within minutes.

Requests

The prospect compares while you call back

Someone asking for a quote online often asks several brokers. The first to call back takes the lead.

Renewals

Renewal dates get missed

Your clients' and prospects' renewal dates are in your files, but nobody has time to call them at the right moment.

Documents

Every policy waits for paperwork

Claims history, proofs, mandates: everything is chased by hand, and an incomplete policy doesn't go through.

What Nodical does

The agent makes the first call. The adviser gives the advice.

  1. 1

    Every request is called back within a minute

    Form, comparison site, missed call: the agent calls back in the brokerage's name, checks the need, the situation and the renewal date.

  2. 2

    The appointment is booked with the right adviser

    Depending on the product and availability, with a reminder the day before. Those ready right away are warm-transferred.

  3. 3

    Renewals are called on time

    Your file is called before each renewal: who wants to compare, who wants to renew, whose situation has changed.

  4. 4

    Documents are requested automatically

    By text and email, with a link to send them as photos. What arrives is filed, what is missing is chased.

Around the agent

What we connect around it, if you want.

  • One record per client and per policy, up to date without typing
  • Renewal dates tracked and called automatically
  • All exchanges in one place: calls, texts, emails
  • Results per adviser, every week

The eleven building blocks in detail →

What changes

Fewer hours on the phone, more policies signed.

TodayWith Nodical

The adviser calls requests back at the end of the day.

The prospect is called back while still comparing.

Renewals pass without a call.

Every renewal is anticipated and the client called on time.

The old prospect file sleeps.

It is called back, and every need comes up with its date.

A policy waits weeks for a document.

It is requested at once and chased until it arrives.

Questions

What brokers ask us.

Can the agent advise on a policy?

No. It qualifies the need, takes the details and hands over to the adviser, who advises and signs. It introduces itself as the brokerage's assistant and never pretends to be human.

Insurance calling has its own rules.

Yes, and they depend on the country and the type of contact. You decide who is called and when, the agent applies your settings and every call is recorded and transcribed.

Do we need to change software?

No. Your management tool stays the reference; we connect through its API when there is one, otherwise by import.

How much does it cost?

The agent minute at the Pricing page price, counted per second. What we connect around it is quoted.

Tell us how many quote requests you receive.

We'll reply with what we'd connect for you and a per-minute worked example.