Salesforce for Insurance 

With Salesforce connecting the sales network, portfolio and operations in insurance companies

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Trusted by leading brands
Insurance Challenges

We Understand Your Challenges

Fragmented view of the customer and the policy
Policyholder, policy and claims information is spread across multiple systems, making it difficult to achieve a single, unified view of the portfolio and the relationship history.
Low efficiency across the intermediary network
Intermediaries and the sales network operate with fragmented tools and limited visibility over opportunities, renewals and commercial activity.
Poorly standardised processes
Lack of alignment between commercial and service teams, leading to inefficiencies and compliance risks (IDD).
Slow claims management and service delivery
Manual handling and lack of coordination in claims and requests, impacting response times and customer satisfaction.
Difficulty in improving policyholder retention and engagement
Limited visibility over renewals and cross-selling opportunities across the policyholder portfolio.

Our solutions for Insurance

At Redk, we design and implement scalable CRM solutions that streamline sales, service and renewal processes, automate key workflows and enhance traceability and compliance.

360° Customer & Policy View

We unify customer, policy and interaction data within a CRM integrated with core systems, providing a 360° view and enabling better commercial decision-making.

Structured Sales Management

We equip the sales network with a structured platform to manage opportunities, campaigns and renewals with greater productivity and control.

Standardised Commercial Processes

We standardise commercial and service processes to ensure traceability, operational efficiency and regulatory alignment.

Automated Case Management

We automate case management and service workflows to shorten resolution times and improve the customer experience.

Segmentation & Commercial Automation

We enable segmentation and commercial automation to drive renewals, strengthen customer engagement and maximise value per policyholder.

Book a Free Consultation

Salesforce Services

Agentforce
Empowers businesses with autonomous AI agents that handle specialised tasks, learn from data, and engage with customers to boost efficiency and performance.
Agentforce Marketing
Deliver the right message at the right time to your customers through intelligent marketing automation that adapts to behaviour and improves engagement and conversions.
Agentforce Sales
Leverage your CRM data to launch smarter, automated marketing campaigns that reach your audience more effectively and drive meaningful results.
Agentforce Service
Build seamless end-to-end engagement from anywhere to exceed customer expectations and create memorable, connected experiences.

Hear From —
Businesses That Trusted redk

PayRetailers: Automation and Data Centralisation to Drive Growth

PayRetailers partnered with redk to implement Salesforce Sales Cloud and Marketing Cloud, consolidating customer data, automating campaigns, and aligning marketing and sales teams through a scalable digital ecosystem designed to support sustainable growth.

Read success story

AltamarCAM: CRM for a Faster, more efficient Service

AltamarCAM partnered with redk to migrate and unify its CRM platforms into Salesforce, achieving centralised data management, greater operational efficiency, and more personalised client service. The transformation leveraged Sales, Service and Marketing Cloud, with Agentforce playing a key role in driving agility and service quality.

Read success story

TIME Investments: From Manual Processes to Unified Salesforce CRM

TIME Investments partnered with redk to modernise their CRM infrastructure, centralise data, automate processes, and improve collaboration across sales, marketing, and customer service, enabling predictable returns and stronger client relationships.

Read success story

Acuris: Building a Unified CRM Ecosystem for Global Growth

Acuris partnered with redk to consolidate its CRM landscape, align technology with business strategy, and empower teams worldwide with a single source of truth, driving efficiency, customer intelligence, and sustainable growth.

Read success story

Colliers: Optimising Business Processes through Digitalisation

Colliers partnered with redk to streamline their operations and enhance customer management by implementing Salesforce Sales Cloud. The collaboration delivered global data centralisation, automated processes, and improved reporting capabilities - boosting productivity, visibility, and customer satisfaction across the organisation.

Read success story
Tangible Results:
400+ Success Stories

The redk Advantage:
‍Your Success Factor in AI Transformation

As a specialised consultancy exclusively in CRM and Customer Experience, our team delivers senior-level expertise with a focused, agile approach, ensuring your AI strategy is not just implemented, but thrives.

Senior & Experienced Team
Dedicated Engineering Capabilities
Deep Business Knowledge
Long-Lasting Relationships

Schedule a free Consultation with Experts

Book a 30-minute consultation call with a Salesforce expert. We will review your current situation, identify bottlenecks, and provide actionable advice to optimize your CRM strategy.

Why redk?

  • Awarded Top Projects Partner ESMB 2022
  • Salesforce Consulting Partner since 2020
  • 20+ Years of experience in consulting and engineering
Collaborating with redk has enabled us to transform our service and operating model, consolidating processes into a single, more efficient platform. We have managed to reduce the operational workload of our internal team and improve the customer experience. Launching this project has been an essential step towards more agile, scalable and value-focused management.

Soterraña Sanz
‍Executive Director IT at AltamarCAM

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