Services for Insurance Intermediaries: Boost Your Business with Recoletos
Boost your business as an Insurance Intermediary
The profession of Insurance Intermediary in Spain provides real value to clients and performs a truly outstanding social function.
Small and medium-sized insurance intermediaries have often spent many years “fighting” to build a position in their local area or sector in order to consolidate their business.
The current economic situation means that small and medium-sized businesses have to meet the same regulatory requirements as large companies, while also needing similar IT and management tools in order to remain competitive. This is highly challenging.
Furthermore, offering clients a complete, high-quality service in the insurance sector requires very broad knowledge across many areas and agreements with numerous insurance companies, both specialist and generalist, as well as competitive agreements in every sense.
This is truly complicated for a small or medium-sized insurance intermediary.
Recoletos is the ideal partner for these situations, because it allows Insurance Intermediaries to maintain their brand, ownership of their portfolio and control of their business; while providing them with a powerful marketing and communications department, state-of-the-art tools, services such as arranging meetings with companies, more than 70 insurance companies and underwriting agencies, and an excellent team of professionals across the different departments at their service.
Recoletos does not conduct direct business, which means that the entire team works to support its business partners, whom we call “Delegations”.
With us, you will be able to position your business where you want it to be, and regain your independence at that point, if that is what you prefer.
Each case is analyzed confidentially and with no obligation whatsoever, of course. The best guarantee is the network of Delegations that has existed in Spain since 2002.
Discover what we can bring to your professional career
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Frequently Asked Questions for insurance intermediaries and brokerages
1. Insurance consultancy
Recoletos’ daily support combines operational, technical and commercial assistance to ensure the project progresses smoothly and is not limited to the launch phase. It includes support in key areas such as underwriting, claims, management tools, training and sales promotion, as well as ongoing support to address day-to-day issues and strengthen the project’s development. In this way, the client is not left to their own devices after the launch, but has a stable support structure to consolidate a comprehensive, robust and sustainable advisory model over time.
7. Marketing & AI
Artificial Intelligence can strengthen the project’s commercial and operational efficiency when applied with sound judgment. It can help with tasks such as opportunity classification, follow-up, document support, internal assistance and improved response times. At Recoletos, technology must serve advisory work and productivity, never replace technical judgment or the trusted relationship with the client.
Recoletos provides a technological ecosystem designed to improve management, streamline operations and drive business growth. This platform includes solutions for sales management and customer tracking; CRM, a multi-quotation tool and management software for monitoring business activity.
In addition, we incorporate our own virtual assistants specialising in insurance consultancy and risk management, as well as our own learning platform to enhance team skills and facilitate the implementation of work processes and methodologies.
Taken together, this technology enables us to work with greater organisation, control and efficiency, whilst offering greater capacity for growth, supporting more professional and scalable management.