Marketing Consultancy for Insurance Brokerages and Insurance Companies

Improve Your Business
We apply tailored and effective Marketing Consultancy solutions:
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
Web Design
Expansion
Sales Management
Frequently Asked Questions about marketing, data and AI
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.