Create Your Turnkey Insurance Brokerage with Recoletos

Develop your own turnkey insurance brokerage

Risk management for businesses — or any organization — and families, starting with the insurance program, is becoming increasingly important, given the costs involved and the significance of being properly or poorly insured, properly or poorly advised, when an unforeseen event disrupts normal activity.

When we are unfortunate enough to suffer a claim of any kind, that is when the viability of our business, or our family finances, is truly at stake. That is when we appreciate having a good insurance program, properly defined, properly managed and supported by the right advice.

When we represent a Business Group or Organization that brings together different companies or individuals — such as a Professional Association, trade association, etc. — it is our responsibility to ensure that all members have access to first-class advice in this area. It is also important that they can take out the most suitable insurance policies under the best possible pricing conditions, as well as guaranteeing them defense and support in the event of a claim by virtue of being part of that group.

Turnkey Insurance Brokerage

The insurance sector is not easy for any client to navigate, whether they are a professional, an individual or a company. It is a complex world, with a large number of insurance companies and underwriters in the market, and with contracts — insurance policies — that are truly difficult to understand, where the role of a professional is essential.

This scenario creates an excellent opportunity to provide value and also generate attractive income by developing an Insurance and Risk Advisory area within the organization and at the service of its members.

Recoletos is a consulting firm specialized in these developments, as we have been carrying them out since 2002, successfully completing all the projects implemented throughout Spain, both with Business Groups and with associations and professional bodies.

We analyze each case confidentially and provide support throughout every stage of development, participating — if the parties consider it appropriate — even in the commercial company that will become the Insurance Brokerage, while ensuring success in every case.

Options:

Exclusive Agencies

Initial contribution
Employment contract
Equipped office

Independent Branches

No initial contribution
Monthly fee
Comprehensive support

Departments

New line for your business
Build customer loyalty
Generate new income

Do not hesitate any longer — request information now

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    Frequently asked questions about turnkey insurance brokerage

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    1. Insurance consultancy

    Not necessarily. Many organisations start out operating under a structure that is already authorised for mediation, retaining their brand and their relationship with the partner/client, whilst policy management is handled by Recoletos Broker (DGS J2479). If, in the future, they decide to set up their own brokerage, the project can be planned in phases.

    The client portfolio belongs to the firm, company or organisation spearheading the project. The aim is for this venture to become an asset in its own right, with control over the commercial relationship and the potential for growth, whilst benefiting from the operational, technical and commercial support of a specialist partner.

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