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How Baileys Insurance Brokers upgraded from manual processes to InsuredHQ, significantly improving productivity and increasing overall growth.


About Baileys Insurance Brokers

Baileys Insurance Brokers have been in the insurance business in New Zealand since 1986 and collectively have a wealth of experience and knowledge. They pride themselves on looking at the client’s insurances from the client’s point of view.

Their aim is to provide the client with an insurance service from which they will obtain considerable value. It’s important to them that their service exceeds expectations and contributes to their clients’ long-term financial well being. They are very experienced in all facets of the insurance industry and are confident that their experience and knowledge will be of benefit to the customer.


The Problem

We sat down with Peter McEvoy, the managing director of Baileys Insurance Brokers about his experience with InsuredHQ. He said that they needed an online quoting system and insurance platform for New Zealand based boats. The priority for them was finding a platform that was easy to use as they were upgrading from manually insuring boats.

The Goals

  • Easy to use
  • Fast implementation
  • Ongoing support with the system
  • Automation
  • Online quoting
  • Digital insurance system
  • Simple enough for customers to use

The Challenge

Peter said that the implementation went “very well”, with the InsuredHQ team “visiting whenever we needed to iron out any problems”, that he was really impressed with how they “paid attention to what we wanted and came up with a solution every time”. His glowing review of the InsuredHQ team and system was summed up when he told us “...this was the solution we needed”.

Baileys Insurance Brokers have experienced “significant growth” since the rollout of the InsuredHQ system.  Having InsuredHQ means that they no longer have to “manually insure boats and the touch points in the process have really dropped”. Peter was most impressed with the “ease of use” for his clients and is looking forward to integrating their client database system and producing closings that get sent directly to the insurer along with the online proposal in the future.


“The system InsuredHQ developed for us has worked extremely well and we are very pleased with it” “..the team at Insured HQ are great to deal with, quick to respond and I have no hesitation in recommending them to others.”

Diane Nelson - Director, REAL Landlord Insurance

Peter McEvoy
Managing Director, Baileys Insurance Brokers

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