Broker Promotion
HubSpot consultancy for B2B insurance or commercial lines.

25th January 2019

HubSpot consultancy for B2B insurance or commercial lines.

We see lots of local brokers moving from more commodity-based personal insurance and switching to commercial lines.

While it is all clearly still insurance, commercial insurance has a different requirement for engagement from initial enquiry to sale. This doesn't happen in one linear journey.

The web journey for commercial insurance needs to be managed and simple email and phone communications will not be enough. Current back-office systems might also not be powerful enough to handle all the elements you will need to help grow your business.

Brokers need help to better manage lead flow, enquiries, quotes, sales and service (ie marketing, sales, and service) because it’s:

  • harder to track the effectiveness
  • involves more contact points
  • requires more engagement
  • could include multiple parties

This is where the HubSpot software comes in and helps tie all of this together. It is scalable so you can start with some of their marketing and CRM tools, then automate sales contacts and manage deal flow, and finally maintain your ongoing service. This can be integrated with existing site and web services as required.

Do you want a 15-minute discovery call to see if HubSpot is right for you?

Jason Hulott

About the Author

Jason Hulott is Business Development Director at SpeedieConsulting. SpeedieConsulting is a full-service digital marketing agency for insurance and finance companies. They help insurance and finance businesses that wish to use the internet to take control of their revenue and traffic generation online. They provide a range of services including compliant web content, lead generation and social media support. For further information about SpeedieConsulting, please visit:

All marketing and advertising must be an accurate description of the product or service. It must be legal, decent, truthful, honest and socially responsible (not encouraging illegal, unsafe or anti-social behaviour). There are regulations which restrict what you can and cannot do. As well as the regulations, there are two advertising codes of practice which you need to follow to help you advertise legally. Before you embark upon any marketing, please ensure your communications are fully compliant.

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