Grupo Tagle moves closer to its customers with Salesforce's Sales Cloud

Grupo Tagle is an insurance and surety broker with more than 30 years of experience. Committed to caring for the assets of each of its clients, they are dedicated to marketing all types of insurance from auto and medical professional liability, to cyber security, damages, individual and group medical expenses, among others. Their main differentiator is that they are in charge of accompanying their policyholders from the advice on a quote to the issuance of the policy, collection, renewals and follow-up of claims, acting as intermediaries between the insurance companies and their clients.

An important part of their business is the customer experience and for this reason, and thanks to the growth they have had since 2020, Grupo Tagle began to explore CRM options in the market that would allow them to bring more order to their operations, streamline processes and thus be able to provide better service to their policyholders. Their search led them to choose Salesforce's Sales Cloud and Especialistas en Transformación Cloud as their implementation partner.

Once the tool was chosen, the implementation process began, where Grupo Tagle and ETC teams worked hand in hand for 3 months to connect the internal system they had developed in-house with Sales Cloud. The main improvements that Grupo Tagle noticed were the reduction of time and the possibility to measure and track the response time of both insurers and clients. This has given them a lot of visibility to understand at what stage of the process the claim is in so they can take actions to speed it up. It has also helped them to make informed decisions in order to have timely control of the workload of employees and thus reorganize priorities and tasks.

Since its inception, Grupo Tagle has worked to always look out for the customer and seek to change the insurance culture in Mexico. With the implementation of Sales Cloud they have been able to offer a positive, fast and efficient customer experience. They have also managed to increase their sales by 12%, taking their business to new levels. In addition, it has helped them maintain their retention rate above 90%.

If you are also ready to evolve your business, we can help you because at ETC, we live to transform businesses!