Case Study: Q Broker doubles its client base with Livespace CRM

How Livespace helped Q broker optimize their sales process

Q Broker, an independent insurance broker, faced a critical challenge when the pandemic made its core sales model of face-to-face meetings impossible. To survive the market slowdown, the company needed to quickly implement a fully remote sales process while maintaining quality and measuring effectiveness. They turned to Livespace CRM for a solution.

By leveraging Livespace CRM to accurately map its sales process and integrate with a VoIP phone system, Q Broker successfully transitioned to a remote operation. This solution, coupled with the CRM's analytical report module, allowed the company to measure and optimize its new sales process. As a result, Q Broker not only survived but doubled its client base, now serving over 500 companies and insuring more than 40,000 individuals.

Q Broker

Kamil Truszkowski

Vice President of the Board & Co-Owner