Insurance · Brokerage
Brasal Corretora — the website quote becomes a routed lead — and the policyholder is served at any hour.
Brasal Corretora works with several partner insurers and receives quote requests through its website. The agent Lia works on two fronts: she routes quote leads to the insurance sales team and serves policyholders on WhatsApp, 24/7, with everyday questions and services.
Quote lead
Routed
Website form forwarded to sales
Service
24/7
Policyholder WhatsApp at any hour
Lead warming
SDR
Lead warmed up and handed to sales
Before the agent
Website quotes and policyholder questions competed for the same team.
- Quote requests came in through the website and depended on someone being available to give the first reply.
- Everyday policyholder questions (duplicate payment slip, payment, contacts) took up the sales team.
- Service outside business hours had no immediate answer.
- A cold lead reached sales without context or warming up.
Today, with Simplafy
Lia routes the lead and takes care of the policyholder on WhatsApp.
- Receives the quote form from the website and routes the lead to the insurance sales team.
- Serves policyholders on WhatsApp 24/7: duplicate payment slip for the insurance and questions about the policy.
- Provides the insurers' contacts when the policyholder needs to reach them directly.
- Acts as an SDR: warms up the lead in conversation and forwards it to sales at the right moment.
The agent in action
From the website form to sales — and the policyholder served.
01
Quote on the website
The prospect requests a simulation on the brokerage's website.
02
Lead routing
Lia receives the request and routes it to the insurance sales team.
03
Warming up (SDR)
Lia talks, clarifies questions and warms up the lead before the sales contact.
04
Policyholder service
On WhatsApp 24/7: duplicate payment slip, insurance questions and insurers' contacts.
Connected tools
What the agent accesses to do the work.
Each tool is an explicit permission — approved, audited and reversible.
WhatsApp Business API
Website form
Simplafy Hub
How the implementation went
From first contact to the agent in production.
Step 1
Service mapping
Understanding the two fronts: website quotes and policyholder service.
Step 2
Quote routing
Connecting the website form to the flow that routes leads to sales.
Step 3
Policyholder service
Setting up answers for duplicate payment slips, insurance questions and insurers' contacts.
Step 4
SDR role
Lead warming in conversation before the sales team's contact.
Your case here
Do you have a similar process that could run on its own?
Conversation first. Proposal later. We bring your operation to the table and come back with a real sketch, not a generic slide.
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