ERP and automation for Insurance and finance
Stock, invoicing and finance stop living in three different spreadsheets.
In practice, what changes for insurance brokers and financial advisories: What used to be re-typing becomes an automatic, auditable routine.
We implement ERP (Bling, Omie, Tiny, Conta Azul) and routine automation: follow-up cadences, stage-triggered messages, integration between store, CRM and tax invoicing. The goal is always the same — remove repeated typing and give the team time back for selling.
Automation is not decoration: it is what stops a lead going cold while somebody remembers to reply. The cadence runs even on the busiest day.
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
- ERP implementation covering records, stock, invoicing and finance
- Integration between online store, CRM and ERP
- Automatic follow-up cadence by stage and by idle time
- Operational reporting management can actually read
- Training and optional monthly support
What changes in your operation
What used to be re-typing becomes an automatic, auditable routine.
How we measure results here
Cost per answered quote and renewal rate in the portfolio.
What defines the cost: how many routines enter the first phase, the volume of migrated data and how many systems must talk to each other. Monthly support is optional.
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.
Which ERP do you recommend?
It depends on invoice volume, stock and tax regime. The recommendation comes from the diagnosis, with license cost included in the math.
Do you handle Brazilian tax invoicing for foreign companies?
We implement invoicing inside Brazilian ERPs, working alongside your accountant. We are not an accounting firm and we do not give tax advice — we make the systems do what your accountant defines.
Can we automate without replacing our systems?
In most cases, yes. If the current tools expose an API, we integrate what exists. Replacing a system is the last option, not the first.
How long does implementation take?
Four to eight weeks, depending on data migration and how many routines enter the first phase. Migrating stock and history is usually the slowest part, so it goes first in the schedule rather than last.