WhatsApp automation for Insurance and finance
The channel where the sale happens is the only one with no record.
In practice, what changes for insurance brokers and financial advisories: No conversation is left ownerless, and response time becomes visible.
Brazilian companies sell on WhatsApp and have no history, owner or deadline in any of those conversations. We wire WhatsApp into the CRM: every contact becomes a record with source, owner and next action, on the same number customers already know.
Automation here is not a bot answering everything. It is initial screening, routing to the right person, reminders for unanswered chats and re-engagement for people who went quiet.
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
- WhatsApp integrated with the CRM, history inside the customer record
- Initial screening and automatic routing by service, region or rep
- Immediate first reply, even outside business hours
- Re-engagement cadence for contacts who stopped replying
- Dashboard of first-response time and ownerless conversations
What changes in your operation
No conversation is left ownerless, and response time becomes visible.
How we measure results here
Cost per answered quote and renewal rate in the portfolio.
What defines the cost: number of flows, integrations and migrating the number to the official API. The messaging platform license and per-conversation API cost are 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.
Will I lose the number my customers know?
No. The number is migrated to the official API keeping the same contact. What changes is that several people can answer on it, with history recorded.
Will my customer talk to a bot?
Only for screening, and only if it shortens their path. A bot that blocks access to a human is why people hate chatbots.
Can I broadcast to my contact list?
Within platform rules and Brazilian data protection law: consent, approved template and an opt-out. Mass blasting outside those rules gets the number banned.