Case Study: R A Insurance Brokers achieves 97% timely renewals and streamlined sales operations with Creatio

Creatio’s solutions accelerate business growth in insurance industry

R A Insurance Brokers, a UK insurance provider serving industries from pharma to real estate, needed a modern CRM to better organize customer data, streamline sales processes, and maximize engagement while ensuring a smooth migration from their legacy system. To meet requirements for a single IT environment, omnichannel touchpoints, transparent renewals, and a simple UI, R A Insurance Brokers turned to Creatio, deploying Sales Creatio alongside Creatio Webitel call manager cloud.

Creatio implemented a unified customer database, out-of-the-box and custom CRM functionality, automated renewals management, effortless migration from GoldMine, omnichannel communications, and custom dashboards for performance KPIs. As a result, R A Insurance Brokers achieved 97% timely insurance renewals, expanded its customer portfolio, and realized sustainable business growth through better-organized sales operations and data-driven decisions thanks to Creatio.

R A Insurance Brokers