Insurance Consultancy: Develop Your Insurance Brokerage or Risk Management Department

Insurance Business

Are you looking for solutions to make your business more profitable?

We set up your

Insurance Advisory and Risk Management Department

Select your business activity and download your collaboration proposal

A complementary business line for service companies, professional groups and related organisations.

A proposal designed to create synergies with your core activities and strengthen the relationship with your clients, members or partners.

We have exclusively developed the concept of “Turnkey Insurance Brokerage”:

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Insurance consultancy for business groups, compatible businesses and insurance agents.

We also promote the creation of your own sales network, making the most of your current sales teams and turning them into a profitable asset.

In today’s business environment, collaboration between companies has become an effective way to grow. More and more companies are reaching agreements to offer their clients products or services from a strategic partner, expanding their activity with complementary, high-value solutions.

Advantages of adding additional services to your offer

  • Generate new revenue streams.
  • Offer a more complete service to your clients, strengthening loyalty.
  • Expand your value proposition with the support of the right partner.

In the insurance sector, the possibilities are especially broad when you have a specialised and trusted partner.

Recoletos Consultores offers you

  • Relevant agreements with leading insurance companies.
  • A wide range of products for individuals, companies and groups.
  • Specialised advisory services.
  • Cost savings and optimisation.
  • A tailor-made plan adapted to the needs of your business.
Request more information

You can download our collaboration proposal according to your business activity.

Business Groups
SMEs
Business Associations
Professional Bodies
Advisory Firms, Management Agencies and Professional Practices
Property Managers
Real Estate Agencies
Cooperatives
Success Stories

Experience applied across different sectors

Specific solutions to protect business activity, organise risks and deliver greater value to companies and organisations.

Swipe to see more sectors

Professional cleaning

Greater control to grow

We integrated insurance, compliance and cybersecurity to organise risks and strengthen the protection structure.

Result: less uncertainty and a stronger foundation for growth.
Transport and logistics

Safer operations

We implemented compliance and prevention criteria adapted to their activity to reduce exposure and anticipate contingencies.

Result: greater legal and operational security.
Social and care sector

Better protected continuity

We reviewed their risk exposure and strengthened insurance coverage and regulatory compliance.

Result: greater stability and better protection of their activity.
Pharmaceutical sector

A useful and distinctive service

We designed and organised an insurance advisory service with methodology and technical support.

Result: a more useful and better structured value proposition.
Healthcare technology

Better judgement for decision-making

We helped identify risks more clearly and turn technical complexity into applicable decisions.

Result: more preventive and professional management.
SMEs and associations

Clearer prevention

We brought practical cybersecurity, compliance, insurance and sustainability solutions closer to them.

Result: better judgement and better prepared companies.
Agri-food and cooperative sector

Greater value for the group

We launched a specialised insurance advisory service focused on the real needs of the sector.

Result: a more professional and valuable service for members and professionals.

Specialised consultancy by client type

We adapt our approach to the specific needs of each sector. Access detailed information for your organisation:

  • Professional Bodies: group insurance programmes for doctors, lawyers, architects, engineers and other professional groups.
  • Advisory and Management Firms: professional liability, cybersecurity and multi-risk insurance for tax, employment and accounting advisory firms.
  • Property Managers: audits of property community portfolios, property manager liability and collective programmes for the entire portfolio.

For a complete overview of how we manage all types of business risk, see our Business Risk Management Guide.

Real success stories

These are some of the real situations we have solved for our clients:

  • Architects’ Professional Body: −34% premium and +67% coverage limit in collective liability insurance
  • Real Estate Group: its own insurance brokerage operational and profitable within 9 months
  • Tax Advisory Firm: critical exclusion detected in professional liability insurance, new programme with −22% premium
  • Property Manager: 44% underinsurance corrected before the claim, €147,000 saved
  • Industrial Company: compliance + D&O implemented, second tax inspection with no penalties

Frequently asked questions about insurance consultancy and risk management

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2. Risk Management

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How do you design an insurance scheme for a company?

The design is based on a risk analysis, prioritises critical exposures and defines cover, limits, excesses and services tailored to the client’s specific circumstances. It is then negotiated with insurers and reviewed on a regular basis to ensure consistency and competitiveness.

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How does Recoletos integrate risk management into its insurance consultancy services?

Recoletos does not view insurance as an isolated purchase, but as part of a risk management strategy. That is why it identifies critical exposures, assesses priorities and translates that information into specific decisions on coverage, services and follow-up. The goal is for the program to respond to real risks, not generic templates.

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How does Recoletos work with companies that have complex needs?

With complex companies, Recoletos adopts a broader consultative approach: it analyzes risks, coordinates priorities, reviews the exposure map and designs an insurance program with a focus on continuity, asset protection and efficiency. It does not simply look for policies; it structures a solution aligned with the size and level of requirements of the organization.

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