01
Growth exposes fragmented processes
Processes that work with a small team quickly become bottlenecks when PPC volumes increase, sales teams expand or newly acquired brokerages need to be onboarded.
Sector Insight
04 / 09
What we're seeing across Insurance Broking & Acquisition-Led Broker Groups
Our point of view
Four shifts shaping Insurance Broking & Acquisition-Led Broker Groups
04 / 04
02
Attribution needs sales and marketing together
Campaign reporting becomes commercially useful when marketing source, sales activity, Deal progression and recorded outcomes live within one connected operating model.
03
Specialist systems need clear boundaries
HubSpot does not need to recreate Acturis. Keeping CRM and marketing information separate from specialist broking and risk data creates a cleaner architecture and reduces unnecessary complexity.
04
Acquisition readiness starts with standardisation
A repeatable data model, lifecycle, Lead structure, Deal process, permission model and reporting framework creates a stronger foundation for bringing future brokerages into the group.
The Numbers
What the data is telling us
06 / 06
01
25k–29k
QContact record estate
Approximate QContact record estate requiring profiling, rationalisation and migration planning.
02
One commercial view
Sales and marketing together
Move sales and marketing away from disconnected QContact, spreadsheets, inboxes and MailChimp activity.
03
3 service areas
Broking, Healthcare, Risk
Broking, Healthcare and Risk / Health & Safety need clearer client visibility and cross-sell segmentation.
04
9 seats
Sales Hub Professional
Initial confirmed licensed sales user base.
05
Acquisition ready
Repeatable CRM model
Core CRM architecture must be repeatable for future acquired brokerages.
06
Acturis stays specialist
Clear system boundary
HubSpot manages the commercial relationship; specialist broking activity remains within Acturis.