Salesforce & Technology Consulting

We empower
your digital
transformation.

Clovetrix is a specialist consulting firm delivering SaaS solutions and Salesforce expertise for insurance and fintech businesses — backed by 40+ years of combined experience.

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40+

Years Combined Expertise

Core Service Pillars

100%

Salesforce Certified

Who We Are

Experts.
Analysts.
Developers.

Clovetrix is led by a team of Salesforce specialists dedicated to unlocking your organisation's full potential. We offer real-world knowledge from first-hand experience.

Benefit from a combined 40+ years of Salesforce Development Expertise. Break away from old systems that no longer serve your business.

We guide you to the best strategy and technology to help you excel in your market and advance over the competition.

CTX

Strategic Advisory

We align technology with your business goals, ensuring every Salesforce investment delivers measurable outcomes.

Deep Sector Knowledge

Specialising in insurance and fintech — we speak your language and understand your regulatory landscape.

End-to-End Delivery

From strategy through implementation to ongoing support — we own the outcome, not just the code.

Certified Partnership

Salesforce certified across all service lines, with a proven track record in complex enterprise deployments.

What We Do

Three pillars.
One partnership.

Each service area is designed to accelerate your digital capabilities and drive lasting commercial impact.

SaaS Product Build

End-to-end product development for insurance and fintech platforms, built on enterprise-grade Salesforce architecture.

Policy administration via seamless API integration
CRM, Wholesale, Aggregator & Customer Portals
Salesforce design, development and delivery

Advisory & Consulting

Strategic guidance to capitalise on emerging technologies and navigate complex regulatory landscapes.

Emerging technology strategy for product enhancement
Technical due diligence and strategic review
Analysis and readiness for Lloyds Blueprint 2.0

Administration & Support

Dedicated operational resources and technical support to keep your systems running at peak performance.

Operational resources for administrative tasks
Dedicated tech maintenance & support packages
Project management and comprehensive testing

Case Studies

Results that
speak plainly.

Real-world solutions for complex challenges across insurance and fintech.

Insurtech
Start-up

Turnkey MGA Solution

A cutting-edge Cyber Insurance MGA needed a go-to-market strategy. Clovetrix assisted with fundraising, insurance capacity deployment, and underlying technology infrastructure — providing end-to-end MGA infrastructure including a cloud-based policy administration platform and API connectivity to ML/AI software and third-party vendors.

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Operational
Review

Underwriting Administration Transformation

Working with a medium-sized insurer, Clovetrix identified operational inefficiencies across underwriting and policy administration. We designed and implemented a near/offshore outsourced model running a fully virtual operational unit — improving service quality while significantly reducing the cost base.

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Retail
Insurance

White Label Distribution Channel

A large retailer distributed insurance products across in-person, telephone, and web channels. Clovetrix designed a white-label digital solution integrated with their EPOS system — automating product selection and policy issuance, improving hit ratios while eliminating manual processes.

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Our Clients