Case study · Claver Insurance · Schaerbeek
Quotes, follow-ups and renewals handled from one tool
This brokerage built its quotes in one tool, sent them through Outlook and kept its clients in separate software. Website requests, offers and follow-up now sit in one place.
The context.
Claver Insurance is an independent broker based in Schaerbeek. Requests come in through the website, mostly for car insurance. Quotes came out without a breakdown of the cover, so the team redid them by hand and then pasted the text into Outlook.
Task by task.
Detailing the cover
Quote redone by hand to add the detail
Cover chosen on screen and listed on the PDF
Sending the offer
Text copied, then sent from Outlook
Sent directly from the tool, PDF attached
Signing the quote
The same name on every quote
The name of the person who prepared it
Finding a client
Separate software, opened with a PIN code
Clients and policies moved into the tool
Chasing unpaid premiums
A whole morning by hand, client by client
Insurer notices read, reminders being set up
What we delivered.
- Complete quotes
- Each website request creates a record, a quote to complete and a task. The account handler picks the cover and sends the PDF under their own name.
- Scheduled follow-ups and reminders
- Follow-ups after an offer, appointment reminders, renewals and claims tracking go out on their own. The office edits the wording itself, and the follow-up stops when the prospect moves forward.
- Replies to routine emails
- Emails received by the office arrive in the tool. Replies to routine emails are taken care of, and anything that needs an account handler lands on their task list.
- One login per colleague
- Everyone signs in with their own account and only sees the pages ticked for them. Clients and policies from the brokerage software have been moved in.
The result.
- Since 19 October 2026, quotes and emails from the tool go straight to prospects and clients.
- 22 quotes were sent from the tool in the days that followed, and the follow-up stopped when the prospect moved forward.
- On 25 October 2026, the portfolio of clients and policies was moved into the tool.
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