Kereis Expertises
Kereis Expertises is a French insurance brokerage and advisory firm providing collective and individual social protection, wealth management, retirement planning, and commercial P&C advisory to 8,000+ businesses and 28,000+ individuals across ten regional offices, operating as a subsidiary of Kereis Group.
- Company typePrivate
- Founded1984
- HeadquartersLille, France
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What Kereis Expertises does
Kereis Expertises SAS is a French insurance brokerage and advisory firm, headquartered in La Madeleine Lez Lille and operating across ten regional offices (Lille, Paris, Marseille, Grenoble with two sites, Lyon, Rouen, Fréjus, Sainte-Maxime, Mulhouse, Aix-les-Bains). Originally founded in 1984 as 'Exper' and rebranded in 2023 following its 2021 integration into the Kereis Group, the firm delivers five core advisory lines: collective social protection for businesses, individual social protection for professionals and business owners, wealth management advisory, retirement rights analysis and liquidation, and business property and casualty insurance. It operates two specialized sub-brands — Medical Conseil for healthcare professionals and OptimaRetraite for retirement services — and runs an ISO 9001-certified quality system on its Lille processes since 2011.
The firm monetizes primarily through insurance brokerage commissions on placements with a network of 80 carrier partners across health, provident, retirement, and property lines, supplemented by professional advisory fees for wealth management, retirement planning, and strategy engagements. Distribution is exclusively sales-led via in-person advisory teams across regional offices, with a dedicated single-point-of-contact model and annual billing cadences. The technology footprint is limited to standard web infrastructure (HTML5/CSS3/JavaScript on Backbone and React, Matomo analytics) supporting the marketing site and a 'Espace client' portal; no proprietary AI, ML, or insurance-platform technology is disclosed. Governance sits under parent group Kereis (€410M revenue, 1,700+ employees, 16M individual provident contracts, operations in France, Germany, Belgium, Spain, Italy, Portugal); Ludovic Naessens serves as Président following the 2022 departure of the founder-manager.
The client base spans 8,000+ businesses and 28,000+ individuals, with reported 94% customer satisfaction and a 4.2/5 Google rating in 2025. Recent growth has been driven by an aggressive M&A roll-up — integrating Entalia (2022), AECO and Valorielles (2024), and CPS, ASDA, Ilyum and Kern-adp (2025) — taking the entity from ~25 employees at its 20-year mark to ~78 collaborators and ten regional offices. The firm employs no direct sales or marketing outside its advisor network, leaning instead on content marketing, SEO, professional-association referrals, and word-of-mouth for demand generation.
Kereis Expertises firmographics
Firmographics- Name
- Kereis Expertises
- Legal name
- Kereis Expertises SAS
- Website
- https://kereis-expertises.com
- Company type
- Private
- Founded year
- 1984
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Kereis Expertises is a French insurance brokerage and advisory firm providing collective and individual social protection, wealth management, retirement planning, and commercial P&C advisory to 8,000+ businesses and 28,000+ individuals across ten regional offices, operating as a subsidiary of Kereis Group.
- Ownership category
- akta.pro rank
Kereis Expertises industry classification
Industry- Product category
- Insurance Brokerage and Advisory
- NAICS
- Insurance Agencies and Brokerages (524210), Agencies, Brokerages, and Other Insurance Related Activities (5242), Portfolio Management and Investment Advice (52394)
- SIC
- Insurance Agents, Brokers & Service (6411), Investment Advice (6282)
- akta.pro primary industry
- Specialty Insurance Brokerage (Marine, Aviation, Cyber, Professional Lines) (FSAEADAJ)
- akta.pro secondary industries
- Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Management Liability (D&O/EPL/Fiduciary) (FSAJAGAD)
Keywords
Where Kereis Expertises is headquartered
LocationHeadquarters
- HQ city
- Lille
- HQ country
- France
- HQ region
- Europe
Offices10 records
Markets served
Kereis Expertises business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Insurance Brokerage Commissions: Kereis Expertises operates as an insurance broker intermediary between clients and insurance carriers. The company earns commissions from placing insurance products (health, provident, retirement, property) with its network of 80 insurer partners. This is the primary revenue stream.
- Advisory and Consulting Fees: Professional advisory services in wealth management, retirement planning, and social protection strategy generate fees. Services include personalized pension calculations, retirement liquidation assistance, and heritage planning consultations.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Services are tailored to individual/client needs rather than tiered pricing structures |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
Kereis Expertises product offering
Product offeringCore offering
Kereis Expertises is a French insurance brokerage and advisory firm that intermediates between clients and a network of 80 insurance carrier partners to deliver social protection, wealth management, retirement planning, and property/damage insurance solutions. It serves both businesses (collective social protection audits and contract management) and individuals/professionals (personal insurance, retirement liquidation, and patrimonial strategy) through local advisory teams across 10 French regions, supported by the Medical Conseil and OptimaRetraite sub-brands.
Product overview
Kereis Expertises is a French insurance brokerage and consulting firm offering a comprehensive suite of personal and corporate insurance services through five core products: collective social protection, individual social protection, wealth management advisory, retirement planning and liquidation, and business property insurance. The company operates two sub-brands—Medical Conseil for medical professionals and OptimaRetraite for retirement services—that extend its core capabilities to specialized segments. All services are delivered through a network of regional offices across France with a focus on human accompaniment and personalized service.
Differentiator
Problem solved
Functional benefit
Products and services
- Protection sociale collective (Collective Social Protection)
- Protection sociale individuelle (Individual Social Protection)
- Conseil en gestion de patrimoine (Wealth Management Advisory)
- Bilans et liquidation retraite (Retirement Rights Analysis and Liquidation)
- Assurances dommages pour les entreprises (Business Property and Casualty Insurance)
- Medical Conseil
- OptimaRetraite
Quantifiable outcome
- 94% customer satisfaction rate (2025)
- +3 more outcomes
Companies that use Kereis Expertises
Customer profileNamed customers4 records
Segments5 records
Ideal customer profiles4 records
Kereis Expertises technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Kereis Expertises partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core, significant, minor and flagship.
- 80 Insurance Carrier PartnerscoreKereis Expertises maintains relationships with 80 insurance carriers (assureurs partenaires) enabling competitive coverage comparison and optimal placement for client needs across health, provident, retirement, and property insurance.
- AVENIR SPE (Medical Professional Union)significantAVENIR SPE, the union of specialists, trusts Medical Conseil services for its members' social protection and retirement planning needs.
- C3J (Medical Professionals Association)minorMedical professionals association that recommends Medical Conseil services to its members for provident insurance and retirement optimization.
- UFCV (Union of Female Women Doctors)minorAssociation representing female physicians that recommends Medical Conseil services to members.
- Cardiologists' SyndicateminorNational syndicate of cardiologists trusting Medical Conseil for specialized social protection services.
- Kereis GroupflagshipKereis Expertises is a subsidiary of Kereis Group, which achieved 410M€ revenue in 2024 with operations across Germany, Belgium, Spain, Italy, and Portugal. The group manages 16 million individual provident contracts and employs 1,700+ collaborators.
Scale indicators12 records
Recent moves11 records
Expansion highlights5 records
Kereis Expertises competitors and assessment
Company assessmentDirect peers
- SPVie Assurances: French insurance brokerage dedicated to healthcare and liberal professionals, offering provident, health, retirement and savings products. Direct peer for the medical professional and liberal profession segments served by Medical Conseil.
- Verspieren: Major independent French insurance brokerage and advisory firm serving corporate and individual clients across health, provident, retirement and P&C lines. Direct competitor to Kereis Expertises in the French social protection brokerage market.
- Diot-Siaci: One of the largest French insurance brokers, offering corporate, construction and employee benefits brokerage. Highly comparable to Kereis Expertises in serving enterprises on collective social protection and P&C insurance.
- Relyens: French-origin mutual insurance broker (formerly Sham) focused on healthcare professionals, medical establishments and public-sector risk. Strong overlap with Kereis Expertises' Medical Conseil sub-brand serving healthcare professionals.
- Bessé: French independent insurance and reinsurance brokerage providing risk management, employee benefits and wealth advisory to mid-market and enterprise clients. Direct competitor in social protection and wealth advisory.
- Qualitas (Groupe Qualitas): French insurance broker serving corporate clients on collective social protection, retirement and benefits. Comparable in serving the enterprise social protection advisory segment.
- Ciprés Assurances: French insurance broker specializing in social protection, retirement and employee benefits for businesses and professionals. Comparable mid-market French brokerage with overlapping product set.
- Alptis Assurances: French mutual insurance group focused on individual and professional health, provident, retirement and savings products. Comparable as a French alternative offering social protection and savings products to professionals and individuals.
- April Group: Major French insurance broker specializing in health, provident, retirement and P&C products for individuals, professionals and SMEs. Closely comparable in product mix and customer segments, including healthcare professionals.
Broad incumbents
- Cyrus Conseil: French independent wealth management and family office firm offering investment advisory, tax optimization and succession planning. Comparable to Kereis Expertises' 'Conseil en gestion de patrimoine' line for high-net-worth individuals and business owners.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Kereis Expertises social profiles
Digital presenceKereis Expertises compliance and trust
Trust signalCompliance1 record
Kereis Expertises financial estimates
Financial estimateRevenue estimate
Valuation estimate
Kereis Expertises leadership team
Management profileNumber of profiles
Profiles6 records
Kereis Expertises subsidiaries and ownership
Company hierarchySubsidiaries7 records
Kereis Expertises funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Kereis Expertises M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Kereis Expertises
What does Kereis Expertises do?
Kereis Expertises is a French insurance brokerage and advisory firm that intermediates between clients and a network of 80 insurance carrier partners to deliver social protection, wealth management, retirement planning, and property/damage insurance solutions. It serves both businesses (collective social protection audits and contract management) and individuals/professionals (personal insurance, retirement liquidation, and patrimonial strategy) through local advisory teams across 10 French regions, supported by the Medical Conseil and OptimaRetraite sub-brands.
Is Kereis Expertises a public or private company?
Kereis Expertises is a private company. It is classified as corporate owned and is currently operating.
When was Kereis Expertises founded?
Kereis Expertises was founded in 1984. It employs 11 to 50 people.
Where is Kereis Expertises based?
Kereis Expertises is headquartered in Lille, France, in the Europe region.
How does Kereis Expertises make money?
Two revenue lines are on record. Insurance Brokerage Commissions are the primary driver. The others are advisory and Consulting Fees.
Who are Kereis Expertises's main competitors?
Direct peers on record are SPVie Assurances, Verspieren, Diot-Siaci, Relyens, Bessé, Qualitas (Groupe Qualitas), Ciprés Assurances, Alptis Assurances and April Group. Cyrus Conseil is listed as a broad incumbent.
Does Kereis Expertises have an API?
No public API is recorded for Kereis Expertises.
What industry is Kereis Expertises in?
Kereis Expertises's product category is Insurance Brokerage and Advisory. Its primary akta.pro industry code is FSAEADAJ, Specialty Insurance Brokerage (Marine, Aviation, Cyber, Professional Lines), with a secondary code of FSAAACAI, Insurance-Integrated Wealth Managers (RIA + Insurance Solutions). Its NAICS code is 524210 and its SIC code is 6411.