Recoletos Broker: your strategic insurance partner
Do you run your own brokerage? You probably know the challenges of keeping it competitive and profitable in a demanding market. At Recoletos Broker, for more than 20 years we have been helping professionals like you evolve, respecting your history and strengthening your future.
Discover a unique integration model, designed by specialists in insurance business development, allowing you to maintain your autonomy and closeness to your clients while benefiting from the support and structure of an established group.
Why integrate with Recoletos Broker?
Transparency
No impositions or entry fees. No
unwanted lock-in periods.
Total Respect
For your track record, your autonomy, your clients, your
image and your business criteria.
Professional Growth
An environment designed so you can grow at your own pace, in client profile, specialisation, territory and network.
Operational Freedom
A technical and operational structure that frees you from administrative tasks and lets you focus on growing your portfolio.
Preferred Access
Immediate access to more than 70 generalist and specialist insurers, with preferential conditions.
Technology Support
Advanced technology, ongoing support, updated training tools, virtual assistants and digital presence.
Build your own way, with our full support
We trust your vision. You decide how to develop your portfolio and which sectors to focus on. Enjoy total flexibility to:
Maintain your own brand identity.
Set your own business goals.
Choose the insurance companies you prefer to work with.
Brokers who have scaled with us
Francisco Javier Amado
After nine years in the industry, I wanted to set up my own business, with the assurance that my insurance portfolio would be my own and without having to rely on anyone else. Recoletos Consultores provides me with the tools I need to build up my own insurance portfolio. I can offer my clients objective, high-quality advice, as I have access to a wide range of insurance companies. What’s more, thanks to the Marketing team, my brand ‘Recoletos Ciudad Real’ is already starting to make a name for itself.
Santi Bagur
The professionalism, dedication and, above all, the personal touch offered by Recoletos Consultores | Broker make your day-to-day life easier
José A. Álvarez-Cuervo
I am very pleased with the support provided by Recoletos Consultores, as I feel supported by a team that gives me all the backing I need to serve my clients across all areas of the business. I would recommend them for their comprehensive approach to risk management and for the quality, professionalism and, above all, the personalised nature of the service they provide.
Eduardo Ortiz
Testimonial after five years of developing his delegation: “Esteban, it will soon be five years since our project began, and I remember perfectly your plans and projections for that five-year milestone, and the look of disbelief on my face as I listened to you. Today I know that the most important thing in achieving whatever you set your mind to is believing in it, being ambitious and trusting in your own potential, and I thank you for that.
It was certainly the right decision to choose Recoletos as a partner on this journey for many reasons, but I would undoubtedly highlight the professional and personal qualities of the people who make up the team and who drive a consulting model that is unique in the market.”
View this conversation on LinkedIn >>
Watch the video interview marking the 5-year anniversary in May 2023 >>
July 2021: “First and foremost, I knew that to develop an interesting project I needed to work with a specialist consultancy. I chose Recoletos Consultores both for the expertise they have already established – having spent a long time setting up insurance brokerages – and for the breadth of services they offer. There were two key factors that ultimately convinced me: one is the hands-on approach to attracting and generating business, even at very ambitious growth rates; and another aspect that I found particularly important and distinctive was the strong professional marketing department, which allows you to define and implement the communication strategy you deem most appropriate.”
Read the July 2021 interview >>
April 2018: ‘The truth is that I am delighted to be managing an Independent Branch of Recoletos; there are many things I like, which I have already mentioned, but what I like most, without a doubt, is the tremendous potential the consultancy offers to attract new clients and generate business.’
Antonio Alberto Casado
Recoletos offers us key agreements with insurers and underwriters that make all the difference, as well as training, specialisation, key account management and the opportunity to develop complementary business lines, not to mention the excellent personal relationships we enjoy.
Recoletos enabled me to move from simply selling policies to delivering real value as a risk consultant.
Rosa Pérez Noguera
Recoletos, as they explained to me right from the start, works differently from other options for setting up an insurance brokerage. You feel supported at all times; it’s like someone taking your hand to help you move forward and never letting go. They give you the energy and strength to stay motivated and not give up. It really is exactly what I needed for my business. I had the opportunity to set up a brokerage straight away, but that wasn’t what I was looking for. Recoletos’ business model is structured so that, step by step, we can build our own insurance brokerage.
Javier Barroso
I used to be very limited, but now when I have a client, it’s very difficult for them to leave – not because of the cover, or the companies, or the price, or for any reason at all. We’re providing clients with a comprehensive service; whatever they ask for, we deliver.
Watch the interview marking our 5th anniversary in 2020 >>
I was looking for an alternative and found a structure that works
Mercedes de Pablo
What I value most about Recoletos Consultores is, without a doubt, their way of working and the professionals who make up the team. They are the most valuable asset of any company, and Recoletos Consultores is a clear example of this. I have now been a representative in Segovia for five years and have decided to renew my contract. We are one big family. We are a great team.
Modesto Argüello
For me, Recoletos Consultores I Broker is a useful, practical and, above all, “very approachable” tool. I treat and speak to every single link in the chain—the people in charge—as if they were part of my own team, which they are. Ever since I first came into contact with Esteban, Pilar and Elena, the Recoletos Group has provided me with a broad perspective, security and, above all, support in everything I need, including new projects. I only wish Esteban had the gift of ubiquity so he could be with us for every step of the process.
Alain Puyo
What helped me decide to choose Recoletos as the platform for setting up my own brokerage was the simplicity, transparency and ease of getting involved in the project. It’s the best way to get started whilst being well supported, with assistance across all areas, particularly in sales, administration and marketing.
Read the interview from October 2019 >>
It’s really helpful to have the backing of a whole infrastructure that allows you to focus on what really matters: serving your clients
FJ. Pérez
After a long stint as an agent for a major insurance company, I’ve decided to take the plunge and set up my own insurance and risk management consultancy business with the support of Grupo Recoletos.
I’d like to share a few thoughts on what I found when I joined Recoletos overnight:
- I have access to all insurance companies and all their products
- I have a technical department that advises me on what my clients need
- I receive outstanding, tailor-made training based on my specific needs
- and, above all, I receive constant, personalised support and guidance with commercial matters
Now, a year on from the start, I can confirm that the Recoletos Consultores model is outstanding and unique. I am delighted to be part of this great family
José M. López Mazuela
The partnership between Asegura Consultoría and Recoletos Consultores has been extremely beneficial for the Madrid College of Pharmacy, providing a value-added service to its members and demonstrating exceptional professionalism in risk and insurance management.
Luis Camarero
At Recoletos Consultores, they take care of everything for you; it’s like walking into a restaurant and simply sitting down to eat. When you’re a small broker, you’re insignificant to the insurance companies, but as agency branches, we benefit from Recoletos’s turnover, which allows us to compete with the big players. What’s more, at Recoletos they’ve helped me identify my shortcomings and get back on track, explore new lines of business and delve deeper into certain areas I’d neglected.
I hadn’t planned on getting this far so quickly
Cándido Povedano
I value Recoletos for its extensive experience spanning almost 20 years, the professional and personal qualities of the entire team, and the training and support they provide to agents. It also allows me to offer a wide range of products and better terms to my clients. And it gives me the peace of mind of knowing I have their support at every level.
Eduardo Hernández Vera
Recoletos Consultores I Broker has contributed in many positive ways to the growth of my insurance brokerage, but above all through its expertise and administrative support, marketing and ongoing training.
Thanks to Recoletos, I have not only met my targets, but exceeded them.
Once again, thank you very much for the trust you have placed in my project. Of course, this would not have been possible without the support of the entire Recoletos team.
Roberto Pérez
We are specialists in risk management because we have a team of professionals, such as Recoletos, with extensive experience in the field. And we are innovators because we use the latest technologies and methodologies to offer our clients efficient solutions tailored to their needs.
Luis Manuel Martín
When we need support in our negotiations, having someone backing us up is always a help, and in this regard, Esteban (CEO of Recoletos Consultores) is in a league of his own.
We are very pleased with our progress; not only are we meeting all the milestones we had set out in our business plan, but we are far exceeding them.
Start today with a successful partner
We are ready to begin the journey with you towards a new level in your business. We will analyse your case in a personalised way and show you how to take the step safely and profitably.
Request information now with no obligation
Frequently asked questions about brokerage and advisory firm integration
1. Insurance consultancy
Yes. There is a public partnership between Recoletos and Malwa Gestoría to expand from administrative management into a specialist area of risk management and insurance, backed by technical expertise.
Incorporating an insurance division allows us to expand our offering with a service that is fully aligned with the relationship we already have with the customer. It also helps to reduce customer churn, strengthen customer loyalty and generate recurring revenue, based on a focus on protecting personal and business assets.