Solution · By industry
AI for insurance brokers: every request answered on the spot and every renewal chased on its own
The client asks for a quote on a Sunday, you reply on Tuesday, and by then they've already signed with someone else. Answering the request instantly, chasing the renewal before it lapses and spotting the client who's missing a policy gets automated — and you feel it in the book, not a year from now.
The problem
Requests come in after hours, renewals lapse with nobody calling, and the obvious cross-sell goes unseen
- The quote request comes in through the website on a Sunday or by WhatsApp at 10pm; by the time someone looks on Monday, the client has asked three other brokers and goes with whoever replies first.
- Quoting always asks for the same data — registration, date of birth, square meters, claims history — and days go by asking for them one by one by email before you can give a number.
- The renewal lapses with nobody having called, the client gets the higher bill and leaves; the recurring commission that cost so much to win is lost for not chasing in time.
- The client who has their car with you could have the home, and the home one the life, but crossing the book to see who has an obvious gap is done by nobody: there are no hours.
Cost of staying the same
A request not answered the same day is a policy another broker signs, almost always on speed, not price. And a renewal that lapses without a call is recurring commission that falls out of the book quietly: you don't see it leave, you miss it at year-end. It's not that capable people are missing from your brokerage — they can't quote, chase renewals and cross the book all at once.
The solution
An agent that answers and prepares the quote on the spot, chases every renewal and flags the cross-sell, and passes the broker only what needs judgement
- 1We connect an agent to your inbound channels — web, WhatsApp, phone and email — and to your CRM: every quote request comes in, gets answered on the spot and gets logged, with nobody typing it by hand.
- 2It asks for and gathers the data needed to rate each line — motor, home, life, health, funeral — in one conversation, not ten emails, and leaves the file ready for the broker to rate and close.
- 3It chases the renewal before it lapses: warns the client in time, collects changes, and escalates to the broker the one worth keeping by hand; no bills quietly going up and clients leaving without a call.
- 4It crosses your book to flag the obvious cross-sell (car but no home, home but no life) and preps the outreach. All measured: requests answered after hours, time to first response, renewals retained and cross-sell opportunities opened.
What changes
What you stop losing
The request stops getting lost to a late reply: it comes in after hours, gets answered on the spot and reaches the broker with the data already gathered to rate.
Mechanism
The renewal chases itself before it lapses, which is when it's retained; the recurring commission stops falling out of the book for lack of a timely call.
Mechanism
What we measure: requests answered after hours, time to first response, renewals retained and cross-sell opportunities opened.
What we measure
Spec sheet
- Work it removes
- answering every quote request by hand, asking one by one for the data needed to quote, and chasing renewals before they lapse
- Typical setup
- 2–4 weeks
- Input
- a quote request by web, WhatsApp, phone or email, or a policy approaching its renewal date
- Output
- request answered with the data already gathered and a file ready to rate, or a renewal chased and escalated to the broker when it's worth keeping by hand
- Works with
- WhatsApp Business APITu correo y formularios web
- Can connect to
- Your brokerage CRM (Segurpluss, Ebroker, Avant2, etc.)Your policy book
- What we measure
- requests answered after hourstime to first responserenewals retainedcross-sell opportunities opened
- Good fit for
- insurance brokers and intermediaries with request volume across web, WhatsApp and phone, a book with renewals to chase and obvious cross-sell going untapped
- Not a fit for
- final rating and coverage advice, which stay with the broker; the agent prepares and chases, it doesn't sign the policy for you
Frequently asked questions
That's the part that decides whether it works. We connect over API to your CRM or management software — Segurpluss, Ebroker, Avant2 and the like — to log the request, leave the file ready to rate and know which policies renew and when. If your platform is closed, we spot it in the first week and tell you the exact bridge before billing anything.
No, and on purpose. The agent does the repetitive work — answering instantly, gathering the data, prepping the file, chasing the renewal — and passes the final rating and coverage advice to you, which is where a broker adds value and where the liability sits. We remove the errand hours; we don't remove the judgement.
It attacks the most common cause of churn: the renewal nobody chases in time. The agent warns the client before it lapses, collects changes, and escalates to you by hand the one worth keeping with a call. It doesn't retain 100% — nothing does, sometimes another's price wins — but it recovers recurring commission that today falls out of the book with nobody noticing until year-end.
Want it running in your business?
You’ve pinned the problem. We ship the fix and leave it measured.