Broker round-robin
The qualified lead goes to the next broker in the queue, who has 1 hour to reply. With no reply, the lead moves on to the next one, and a reported claim goes with priority.
For insurance and consortium brokerages
AI SDR on WhatsApp for insurance and consortium brokerages: from first contact to policy
Anyone who asks for a quote gets a reply in seconds, at any hour. The AI finds out whether it's insurance or a consortium, how much they want to invest, who the policyholder is, and when the current policy expires, then hands off to the next broker in line. Quotes, coverage, and proposals always stay with the broker.
- Replies in seconds, 24/7
- Broker round-robin
- No health data in the chat
Where the policy slips away today
The quote goes cold while the broker is tied up with someone else
The quote request arrives close to the renewal date, and whoever replies first wins the renewal.
Half the conversation is gathering data to quote, and that eats up the broker's day.
A stalled quote has no deadline, and nobody notices until the customer closes through the bank.
The customer's journey
A straight line from first contact to issued policy
Today, the quote request waits for the broker to gather the data. Here, the AI gathers what the quote needs right away and logs every step on the pipeline card.
- AdForm or click to WhatsApp
- AI repliesIn seconds, at any hour
- QualificationProduct, policyholder, and expiration date
- Round-robinThe next broker in the queue
- Broker1 hr to reply
- Quote24 hr to send
- ProposalPremium or installment on the card
- ClosedSyncs back to your system
Done in the dashboardSyncs back to your system
Built for brokerages
The broker quoting, not gathering data
The pipeline the brokerage uses
New contact, qualified, in progress, quote, proposal sent, issuing, and closed. The quote requires the product and the insured asset; the proposal, the amount; issuance, the insurer or consortium administrator.
Safeguards already on
The AI doesn't quote prices before the quote, doesn't guarantee coverage or payouts, and doesn't promise a consortium award on a set date. Health declarations never go through the chat.
From Spend to Policy
Upload your ad spend spreadsheet and see, by campaign, ad set, and ad, what each contact, each quote, and each policy cost, plus the return on commission.
Teach your ads to bring in people who buy
With conversions on, every qualified lead, quote, and policy is sent back to Meta, with its value. Campaigns start looking for people similar to those who bought, not just those who clicked. Phone numbers and emails are sent encrypted.
Examples use fictional companies, people and numbers.
Ready on day one
During onboarding, the specialist sets up your account for the “Insurance and consortiums” industry, and it starts out ready to go
This is what your account gets on first login, taken from the same template that builds the dashboard. You can change everything later, from stage names to questions.
The pipeline
- New contact
- Qualified
- In progress
- Quote
- Proposal sent
- Being issued
- Closed
The qualification questions
- What they want to protect or achieve“Are you looking for insurance or a consortium?”
- How much they want to invest“Do you have an idea of how much you want to spend per month?”
- Policyholder and driver“Will the policy be in your name?”
- By when“Do you have insurance today?”
- Profile for the quote“What's the postal code (CEP) where the car stays overnight?”
By the numbers
- Pipeline stages
- 7
- Deal fields
- 7
- Qualification items
- 5
- Re-engagement messages
- 3
Industry considerations: Quotes and coverage recommendations come from the broker. The AI doesn't guarantee payouts or a consortium award on a set date.
Book a demoHow it starts
In one afternoon, without replacing your brokerage's system
Connect the brokerage's WhatsApp
The official account, with approved templates. The customer gets the first reply within seconds.
Choose the Insurance and consortiums template
In Pipeline → New board, the board comes with the stages, the quote fields, and round-robin already on. Then just set up the broker queue.
Build the brokerage's knowledge base
Products, partner insurers and administrators, quote documents, and general terms. The AI only answers what's in the knowledge base.
Does the AI quote insurance prices?
No. The price comes from the quote prepared by the broker. The AI gathers the data the quote needs and hands the case over.
What about consortiums?
The AI explains that being awarded a consortium credit happens only by draw or bid, and it never promises a letter of credit on a set date.
What about life insurance?
The AI doesn't ask about illnesses, test results, or health declarations. That goes straight into the insurer's form.
Watch your next quote request get a reply in seconds
We'll show you with your own ads and pipeline.