Marketing Consultancy for Insurance Brokerages and Insurance Companies

marketing packages

Improve Your Business

We apply tailored and effective Marketing Consultancy solutions:

Web Design, Online Stores, Social Media
Appointment-Setting Telemarketing and Telesales
Email Marketing. Campaign design and follow-up.
Newsletter. Customer communication
Databases. Creation and/or updating

Marketing consultancy adapted to your business

Marketing and Communication mean everything in today’s society.

A company exists and succeeds when its target audience gets to know it and has the opportunity to understand its competitive advantages and values compared with the competition.

A potential client may be very willing to listen to us and assess our proposals, but the right opportunity must be created for that meeting to take place. Otherwise, it will never happen.

Recoletos’ Marketing Team is made up of professionals who have known the insurance sector for decades and who continuously update their knowledge of the latest techniques and tools available in the market.

In practice, 360º Marketing means proposing to each client the right mix, according to their size and interests, across each and every communication and marketing channel available in the market.

Websites, social media, appointment-setting telemarketing, campaigns, events, press office, naming and more. Everything you can think of, and more.

Our motto in this area has been the same since 2002: “we cannot guarantee that you will sell your product or service; that depends on you. What we can guarantee is that we will reach the target client or collaborator you have defined and place them in front of you so that you can present your offer”.

Marketing Packages

Do you want to attract new clients?

Our Marketing PACKAGES offer the most complete services your company may need, with an excellent cost and monthly payment.
The best solution adapted to your needs.
Have your own Marketing department.

+Info >>>

TRUST A GREAT PROFESSIONAL TEAM

Web Design

What is your online presence like?

Your company’s online image is its shop window, so it is extremely important that it is strategically developed and well positioned.

The internet has become a powerful sales and communication tool. Your company’s results will depend, to a large extent, on managing it correctly.

Web Design
Positioning
Social Media
Blogs
And much more…

Expansion

Have you considered entering the Madrid market?

Ask us with no obligation about everything we can offer you so you can assess it.

Sales Management
Office
Company Registered Office
Call Reception
Databases
Appointment Setting
Customer Service

Sales Management

Do you have a sales strategy?

Marketing consultancy, together with effective sales management, provides the tools needed for your company’s success.

Recoletos Consultores has a strong team of professionals who will help your business grow.

Strategic Plan
Areas for Improvement
Potential Market

Frequently Asked Questions about marketing, data and AI

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7. Marketing & AI

AI can act as a catalyst for productivity and decision-making: it helps to organise information, prepare documentation, improve segmentation, personalise messages and support decision-making. When used effectively, it does not replace the business relationship; it makes it more effective. Furthermore, Recoletos promotes training and specific seminars on AI applied to the sector.

Artificial Intelligence can strengthen the project’s commercial and operational efficiency when applied with sound judgment. It can help with tasks such as opportunity classification, follow-up, document support, internal assistance and improved response times. At Recoletos, technology must serve advisory work and productivity, never replace technical judgment or the trusted relationship with the client.

Recoletos provides a technological ecosystem designed to improve management, streamline operations and drive business growth. This platform includes solutions for sales management and customer tracking; CRM, a multi-quotation tool and management software for monitoring business activity.

In addition, we incorporate our own virtual assistants specialising in insurance consultancy and risk management, as well as our own learning platform to enhance team skills and facilitate the implementation of work processes and methodologies.

Taken together, this technology enables us to work with greater organisation, control and efficiency, whilst offering greater capacity for growth, supporting more professional and scalable management.

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