CRM and AI for insurers, brokers and lenders
Policies, credit files and broker visits deserve better than spreadsheets and shared mailboxes. We build your CRM on Salesforce around how insurers, brokers and lenders actually sell and serve, and add AI where your data is ready.
The challenges we see in financial services
Selling through someone else
Independent brokers, distribution partners, network members, local insurers. Your revenue depends on people outside your company, and your CRM rarely shows which broker was seen, when, and what came of it.
Old systems doing too much
Policy sales, quoting, contracts and invoicing often sit in one ageing tool, or in several that do not talk. Every month-end becomes a manual job. And they are rarely well connected to the CRM, so sellers miss the information that would help them grow revenue.
Requests lost in the inbox
Service runs from a shared mailbox. Clients and brokers chase answers, and nobody can say how long a request really took.
Slow credit and policy flows
From first request to signed contract, too many steps are manual. Applicants wait, and good business goes elsewhere.
One client, but your business units work in silos
Groups grew entity by entity and unit by unit. Each one sees only its own part of the client, so upsell and cross sell chances slip by, and the client tells the same story twice.
AI on the agenda, data not ready
The board wants AI. The data sits in documents, emails and free text fields. Before agents can help, the basics need structure.
How we help
Packaged offers
Offers with a clear scope.
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Salesforce Value Check
Salesforce is live, but brokers, sellers and service teams work around it. In six weeks we find what slows down sales, service and invoicing, and what to fix first.
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Data, AI and governance readiness scan
Find out which AI use cases your data can support today, from reading policy and credit documents to agents that sort broker and client requests.
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AI-led managed services
Keep the platform healthy and improving, with a senior team that knows your org. AI agents work only in development environments without client data, and a person always deploys to production.
CRM and revenue
Where your teams sell and quote.
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Sales productivity and pipeline
Sales Cloud for broker and partner networks, Salesforce Maps to plan broker visits, Service Cloud to get requests out of the mailbox, Experience Cloud portals for partners and members.
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Quote-to-cash and pricing
Quoting, contract generation and e-signature inside Salesforce, connected to the finance system where invoicing happens. Policies and offers go out faster and correct.
Data
One customer, from every system.
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Customer data and integrations
Policy, contract and member data from your core systems, matched into one profile per client and enriched from outside sources, so brokers, advisers and agents work from the same facts.
AI
Agents that keep customers and help your team sell.
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AI agents for sales and service
AI agents that prepare broker and client meetings, follow up on open offers and answer common questions, handing over to a person when it gets complicated.
The tools we combine in financial services
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The backbone: Sales Cloud, Service Cloud, Experience Cloud, Revenue Cloud, Maps and Marketing Cloud, depending on the case. We have also run Agentforce proofs of concept with financial services clients.
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Claude models, alongside Salesforce, for agents that read policy documents, credit files and broker emails, and prepare a first answer your team reviews. Claude also powers the agents in our own delivery.
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Integration flows between Salesforce, your core policy or loan system and the tools around them, in flows your team can read.
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Calls, SMS and WhatsApp with clients and brokers, logged in the CRM. Voice agents get a phone line for simple requests.
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Document generation and e-signature for contracts, offers and invoices, without leaving Salesforce.
Financial services cases
See all cases- Financial services
15+countries and companies on one Salesforce org Every country sells the same way, in one org Sales Cloud - Financial services
>70%less time spent on invoicing Policies sold faster, invoices in one click Sales Cloud, NetSuite - Financial services
One database for sales, service and marketing to brokers Every broker visit tracked, every sales round mapped Sales Cloud, Service Cloud, Salesforce Maps, Marketing Cloud - Financial services
Full CRM migration to Sales Cloud, AI ready From email and documents to an AI-ready network CRM Sales Cloud, Experience Cloud, Agentforce, PDF-Butler - Financial services
Faster credit request processing Faster credit decisions for entrepreneurs banks turn away Sales Cloud - Financial services
One system for sales, projects and invoicing From prospect tracking to projects and invoices, one app Sales Cloud, DocuSign - Non-profit
Automated multi-stage scoring and approval of projects Impact projects scored, approved and contracted in one flow Nonprofit Success Pack, Grant Management, FormAssembly, S-Docs - Financial services
Salesforce First IT renewal with client processes in one platform A full IT renewal, Salesforce first, standard before custom Sales Cloud, Service Cloud, Experience Cloud, CPQ - All casesFilter by industry, offering and productSee all cases
Questions we get on calls
Have you worked with insurers, brokers and lenders before?
Yes. Our clients include several financial services organisations: insurers, brokers, lending companies and employee benefits organisations. You can read some of their cases below, and we are happy to walk you through them on a call.
We sell through brokers. What does Salesforce change for us?
You see every broker visit, call and follow-up in one place, across the whole network. Salesforce helps you plan when to meet and follow up with each broker, and it shows the links between brokers and end customers, a view most companies lack when they sell through intermediaries.
Can Salesforce work with our core policy or loan system?
Yes. We integrate Salesforce with back-end and finance systems, so sales and service see the data they need while your core system stays the reference for contracts and accounting.
We are a group with several entities. Can they share one Salesforce org?
Yes. We have designed security models that put many countries and companies on one org, with strict data separation and room to collaborate where it makes sense.
How do you handle security?
With strict rules. When we use AI agents in delivery, they work only in development environments without client data, and a person always deploys to production. Our full rules are on the How we work page.
Selling through brokers, partners or networks?
Tell us how your teams sell and serve today. We will show you how similar companies set it up, and where we would start.
