CRM implementation for Insurance and finance
The lead lands somewhere with an owner, a deadline and a stage.
In practice, what changes for insurance brokers and financial advisories: Every lead is born with a source, an owner and a next action. Stalls become visible.
We implement CRM with a pipeline drawn from how you actually sell, fields your team will fill in, WhatsApp integration and training for the people who will use it. Without that, a paid lead becomes a conversation and the conversation becomes nothing.
The typical Brazilian buyer is not migrating from a competing CRM — they are coming off a spreadsheet. That changes the whole implementation: the obstacle is team inertia, not legacy software.
The typical bottleneck in this sector
Quoting requires data nobody wants to type into a long form, while competitors answer in minutes.
What changes in the pipeline
- Short form: enough to quote, the rest in conversation
- Immediate routing with first-response time measured in minutes
- Renewal reminders driven by the previous policy date
What is included
- Pipeline design per stage, with owner, deadline and exit criteria
- Implementation on RD Station, Pipedrive, Twenty or equivalent
- Integration with WhatsApp, website, forms and campaigns
- Lead routing automation and stale-deal alerts
- Team training and hands-on support through the first weeks
What changes in your operation
Every lead is born with a source, an owner and a next action. Stalls become visible.
How we measure results here
Cost per answered quote and renewal rate in the portfolio.
What defines the cost: pipeline stages, integrations, data volume to migrate and how many people need training. The platform license is contracted by you, directly with the vendor.
Straight answers
It is a regulated market, can I advertise?
You can, within the regulator rules and what the insurer authorises. We avoid coverage promises, misleading comparisons and prices without conditions.
What if I already have a CRM?
Even better. We audit what is set up, fix the pipeline and integrate it with the rest. Switching platforms without a concrete blocker is cost and rework.
Will my team actually use it?
Only if the CRM gives something back. That is why the pipeline is designed with the people who sell, required fields are few, and WhatsApp joins the flow instead of competing with it.
Do you resell CRM licenses?
No. The license is yours, contracted directly with the vendor. That keeps the data in your name and removes the conflict of interest from our recommendation.