Insurance
„From the very beginning, Q Broker was built differently from other companies. The CRM was at the heart of the entire business project.”
Kamil Truszkowski, VP, Q Broker
500+
clients and 40,000 insured individuals
100%
of sales carried out fully remotely
2x
more clients served than in the previous model
Q Broker is an independent insurance broker operating on the Polish market. Co-founder Kamil Truszkowski previously worked for various insurance companies and built an effective sales process, which he implemented in Livespace CRM from the start.
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Q Broker's sales model relied on salespeople meeting clients face to face, so in the face of the COVID pandemic restrictions it practically lost its reason to exist. As the company grew, Q Broker planned to open offices in more Polish cities. Shortly after opening its first out-of-town branch, the pandemic hit. Business came to a standstill because salespeople could no longer meet with clients. Quick changes to the sales process were needed, along with the technical capabilities for salespeople to work fully remotely. Equally important was maintaining the quality of the process and checking how the new work model affected salespeople's effectiveness and efficiency. The company's future was at stake.
Thanks to Livespace's capabilities, Q Broker found a way to react quickly and change its operating model in the face of new market conditions. First, it thoroughly analyzed the sales process documented in Livespace and identified points that could turn out to be problematic given the changes being introduced. This enabled a swift, data-driven response. Integrating Livespace with VoIP made it possible to implement a remote, phone-based sales model. The new process was tested from April 2020 to the end of 2022, with its effectiveness assessed on an ongoing basis. Livespace's analytics module helped with this evaluation — the statistics made it possible to measure the effectiveness of the fully remote sales process and compare it with previously achieved results.
The changes exceeded expectations. The new process not only allowed the company to survive but also increased the effectiveness and efficiency of its sales activities. The sales process became shorter, speeding up the salespeople's work. Since the pandemic, Q Broker has doubled its client base — today it serves more than 500 companies from across Poland and insures over 40,000 people.
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