After-sales is where most brokers lose money. Forgotten renewals, poorly tracked claims and clients who move to the competition for lack of attention. AI automation solves these problems without growing the team.
Automatic renewals
AI monitors expiration dates and starts the renewal process automatically, contacting the client 30, 15 and 7 days before expiration via WhatsApp.
Claims tracking
Each step of a claim generates an automatic update for the policyholder, reducing calls to the brokerage and increasing client satisfaction.
24/7 lead qualification
Leads that arrive outside business hours are answered immediately by AI, which collects information, identifies the profile and schedules a quote for the next business day.
Simplafy Seguros already helps brokers automate these flows. Start your free trial.
References used to produce this content:
- Use cases in insurance brokerages
- Simplafy Seguros — simplafy.com.br