Renewal notice (60 days before)
Hi {{nome}}! Your {{tipo_seguro}} (policy {{numero}}) renews in {{dias}} days. I already checked the market and have an offer {{percentual}}% cheaper. Want to see it?
🛡️For Insurance brokers
WhatsApp Sales CRM for Insurance Brokers
Every quote becomes a deal in the pipeline, with open value, a follow-up cadence and an alert when renewal stops moving.
Insurance brokers: real pain points
Recognize any of these problems?
1
A policy expires and the client forgets to renew — you lose the recurring commission
2
Mixing an existing client with a new lead in the same inbox
3
Quoting takes forever because you dig for data in spreadsheets
4
Claims get lost in conversations with no tracking
Ready-made templates for Insurance Broker
4 ready-to-use messages
Copy and paste into CRPRO — variables between {{}} are filled in automatically with the contact's data.
Requested quote
Hi {{nome}}! To quote your {{tipo_seguro}}, I need: {{dados_necessarios}}. Can you send it right here? I will have 3 proposals for you within 24h.
Claim opened
Hi {{nome}}. I got the claim notification and just opened case {{numero}}. To speed things up: can you send a photo of the {{documento}} and describe what happened?
Renewal confirmed
All set, {{nome}}! Your {{tipo_seguro}} was renewed for another 12 months. New policy: {{numero}}. Invoice/direct debit: {{valor}}. Any question, I am here.
Frequently asked questions
Insurance Broker: questions about WhatsApp CRM
How does the CRM help an insurance broker not miss a renewal?▾
Every policy has an expiration date on file. The CRM fires automatic messages 60, 30 and 7 days before it expires, so you never have to remember. Renewal becomes a process, not an exception.
Can it integrate with a quoting system?▾
Via an external integration (n8n or custom). When a quote is ready in the system, it fires an automatic message with the proposal link to the client. Cuts quoting time from hours to minutes.
Can I see my book of business (active, renewing, lost)?▾
Yes, via tags and kanban stages: active · renewing · quoting · lost · prospects. Filters and reports by book or product.
What about privacy for sensitive data (ID, health data on the policy)?▾
On the official WhatsApp channel for businesses, the conversation reaches the CRM from Meta over an encrypted connection (TLS). Data is stored encrypted at rest. CRPRO logs consent and follows local privacy law.
Insurance Broker: what people also look for
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