Case study
Q Broker is an independent insurance broker.
Q Broker planned to open offices in other Polish cities as the company grew. After opening their first out-of-town branch, the pandemic hit. Business came to a standstill because salespeople could not meet clients in person. Quick changes to the sales process and technical solutions to allow salespeople to work 100% remotely were needed. Equally important was maintaining the quality of the process and checking how the new work model affected the salespeople's effectiveness and efficiency. The company's future was at stake.
Thanks to Livespace's capabilities, Q Broker was able to react quickly and change its operating model in response to new market conditions. First, they thoroughly analyzed the sales process in Livespace. This allowed Q Broker to identify potentially problematic points in light of the upcoming changes, enabling a swift and data-driven response. Integrating Livespace with VoIP made it possible to implement a remote, phone-based sales model. This new process was tested from April 2020 to the end of 2022, with ongoing conversion rate assessments. Livespace's report module helped with this evaluation. Livespace statistics allowed the company to measure the effectiveness of the fully remote sales process and compare it with previously achieved results.
500+
clients and 40,000+ insured individuals
100%
of sales fully remote
2x
more clients served than in the previous model
“I tested various CRMs but couldn't find one that would allow me to fully reflect our sales process and avoid micromanagement for a long time. It turned out that Livespace fits perfectly into our business model. Customer acquisition is 100% remote, and each salesperson has designated KPIs that they monitor themselves.”
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