Smart quote forms
Questions by cover type.
Insurance broker quote forms that collect what insurers need
Insurance brokers: quote forms that ask the right questions. Fewer follow-ups, faster quotes.
Enquiries missing half the details, renewal reminders sent by hand and certificates of currency requested by email. We build smart forms and client portals for brokers.
Looking for insurance broker quote and client portal software?
Underwriters need specific information for each type of cover. We build forms that adapt to the risk and collect it up front, plus portals for renewals and documents.
Wollopit builds calculators, client portals, application flows and websites for insurance brokers around how your business actually works. We connect the systems you already use, replace the ones holding you back and look after the lot on our own servers, so your clients get answers faster and your team spends less time chasing paperwork.
01The problems
What we hear from insurance brokers
Does your insurance brokerage have these problems? Here's how we'd fix them.
Most insurance brokers we talk to are drowning in document chasing, re-keyed forms and clients asking for updates by phone.
- The problemIncomplete enquiriesBack and forth for missing details.How we fix itSmart forms that adapt to the cover type.
- The problemRenewals by handReminders missed.How we fix itAutomatic renewal workflows.
- The problemCertificate requestsEmailed constantly.How we fix itSelf-service certificates of currency.
- The problemClaims lodgementClients unsure how to start.How we fix itGuided claim forms with uploads.
- The problemDocuments scatteredPolicies in inboxes.How we fix itClient document portal.
- The problemCommercial risk detailsLong questionnaires on paper.How we fix itOnline questionnaires saved as they go.
02What we build
Solutions
What we build for insurance brokers. Usually all talking to each other.
Pick the one that's hurting most or join the whole lot up. Everything is built around how your team works, not the other way round.
Renewal workflows
Reminders and updates.
Certificates of currency
Downloaded by clients.
Claim lodgement
Guided forms.
Client portal
Policies and documents.
Risk questionnaires
Completed online.
03How it changes
Before and after
A renewal month, wolloped.
Here's how a typical day could change. Every business is different, so we map yours first.
Before
- Spreadsheet of renewals
- Emails one by one
- Missing info chased
- Certificate requests
After
- Renewals triggered
- Updates collected online
- Details complete
- Certificates self-served
04Services
Everything under one roof
Software, websites and systems for insurance brokers.
Whether you're starting fresh or upgrading what you've got, it's one team from the first sketch to the support call.
Custom software for insurance brokers
Built around how your insurance brokerage actually runs: smart quote forms, renewal workflows and the admin in between, in one system you own.
Websites for insurance brokers
Fast, hand-built websites that rank for the searches your customers make and turn visits into enquiries, bookings or orders.
Insurance brokerage system upgrades
Running on spreadsheets, old software or a platform you've outgrown? We move your data across and upgrade in stages so the business never stops.
Apps and portals for insurance brokers
Certificates of currency and claim lodgement: customer and staff portals that work on any phone without an app store.
Integrations and automation
We connect Xero, MYOB and Microsoft 365 so information moves on its own and nobody retypes it.
Hosting, support and care
Managed hosting, updates, backups and security for your insurance brokerage, looked after by the people who built it.
05Integrations
Connections
Plays nicely with what you already use.
We connect to the tools you rely on, work alongside the ones you're happy with or replace the ones holding you back.
- Xero
- MYOB
- Microsoft 365
- Google Workspace
- DocuSign
- HubSpot
- Salesforce
- Calendly
- Stripe
- Zoom
06How we work
The process
Some people dip their toe in. We turn up in a rebreather.
We get properly below the surface of your insurance brokerage: the systems, the busy days and the jobs everyone hates. Then we fix the bits that matter most first.
- 01
Think
We spend time with the people doing the work, see where the hours go and work out what's actually slowing you down.
- 02
Archi-tech
We plan it before writing code: your data, customers, payments, the tools you keep, hosting and cost.
- 03
Build
Real engineering, shown to you early and often. Usually the most painful bit first, so you get a win quickly.
- 04
Look after
We host it, maintain it and keep improving it. When something breaks you call the people who built it.
07Questions
FAQ
Things insurance brokers ask us.
Something else on your mind? Ring 0423 011 252 and ask the people who'd build it.
Does it replace our broking system?
No. It works alongside it for client-facing forms, portals and reminders.
How much does it cost?
It depends on what you need, so we quote up front once we understand your insurance brokerage. No surprise invoices, no lock-in and you own what we build.
Can it connect to our CRM and aggregator tools?
Usually, yes. We connect to the systems you rely on and fill in what they can't do. If something should go we'll explain why before anything changes.
Is client data kept secure?
Yes. Encrypted connections, restricted access and Australian-managed servers, following the Australian Privacy Principles. We only collect what's actually needed.
Who looks after it once it's built?
We do. We host it on our own managed servers and keep it updated and secure. When you need something you ring the people who built it.
We already have systems. Can you upgrade them instead of starting again?
Usually, yes. Most insurance brokers we work with keep what's working and upgrade the rest in stages. We move your data across, connect the old and new while we switch and retire the old system only when the new one is proven.
Contact
Got an insurance brokerage problem? Consider it wolloped.
Tell us what's slow, broken, manual or missing. You don't need a spec, just describe what's going on.