R A Insurance Brokers is a first-rate provider of commercial insurance brokerage services. The company has an expansive market coverage, providing insurance solutions for multiple business sectors, including motor trade, marine, fleet, construction, manufacturing & wholesale, FMCG, pharmaceuticals, healthcare, hospitality, and more. With its wide expertise and strong commitment to bespoke customer experience, R A Insurance Brokers takes a leading position in the UK brokerage sector.

To better manage sales processes and streamline business growth, R A Insurance Brokers was searching for a more robust substitute of its outdated CRM system. The company chose Creatio for its extensive out-of-the-box functionality along with vast customization capabilities. The company’s employees adopted the platform instantly, and they quickly adapted to a new IT environment.

The company envisioned that Creatio would help them unify their customer data, standardize sales processes, and reduce human error during the insurance renewals process. However, implementing Creatio exceeded their expectations – with the platform’s extensive functionality, R A Insurance Brokers was able to increase its customer base and support R A Insurance Brokers’ sustainable business growth.

Agovo, Creatio’s trusted partner in the UK, implemented the platform for R A Insurance Brokers. With over 40 years of combined experience in the CRM industry, Agovo provides reliable implementation and development services that meets any business requirements.

To discover more about R A Insurance Brokers’ success with Creatio, click here.