CRM · Insurance · Insurtech

55% more conversion across 3,000 brokers

A life and personal insurance insurtech needed a CRM built for its broker network. With sales automation, insurer integrations and analytics, lead conversion rose 55% and automatic renewals reached 90%.

55%

Increase in lead conversion

90%

Automatic renewal rate

3,000+

Brokers on the platform

Challenge

Challenges we know well

A life and personal insurance insurtech and a leader in the Brazilian market, the client needed to modernize its CRM to scale commercial operations and offer a better experience to brokers and policyholders alike.

A legacy CRM capping growth

The existing CRM was inflexible and could not keep up with the client's fast growth, making the sales funnel hard to manage and the growing broker base hard to serve.

A sales funnel with no automation

Commercial processes were largely manual, leading to lost leads, delayed follow-up and inconsistent outreach from partner brokers.

No real-time metrics

Without dashboards and performance indicators, the team could not move quickly on conversion, average ticket, renewal rate or broker ranking.

Manual integration with insurers

Quoting and issuing policies depended on manual processes with each partner insurer, stretching the sales cycle and introducing operational errors.

Solution

Our approach

We built a CRM tailored to the insurance market, with sales automation, insurer integrations and advanced analytics.

Purpose-built CRM

A CRM built specifically for the insurance market, with policy management, automatic renewals and a sales funnel shaped around how brokers actually work.