Quote
From the first contact to the issued policy.
- Lead
- Quote
- Proposal
- Issuance
- Policy issued
- Lost
Cockpit CRM · Insurance agencies
CRM for insurance brokerage with WhatsApp
The CRM with WhatsApp built for how an insurance agency works: tracked quotes, a policy book, renewals 60 days out and claims under control.
7 days free, no card required. Plans from R$ 99 per month.
From quote to renewal, no policy falls through the cracks.
The problem
Where your agency loses clients today
Quotes that go cold
The client asks for a quote on WhatsApp, gets the price, says he will look it over and nobody picks the conversation back up.
Renewals remembered too late
The policy expires, the client renews directly with the carrier or with another agency and you only find out afterward.
A book scattered everywhere
Expiration dates in a spreadsheet, conversations on each agent's phone and no view of the whole book.
Claims with no follow-up
The policyholder calls to ask about a claim and nobody knows where it stands.
With Cockpit, every client has a place in the pipeline and a next step scheduled.
Ready-made pipelines
Three ready-made pipelines, from quote to claim
The stages below come set up when you create your account, and you can adjust them to how your team works.
Renewal
Your book renewed before it expires.
- Expires in 60 days
- Renewal quote
- Proposal
- Renewed
- Did not renew
Claim
Every claim tracked to the end.
- Open
- Under review
- Paid
- Denied
A day at work
What the routine looks like with the CRM.
The team opens the queue
Overnight quote requests are already in the CRM, with the client and where the contact came from.
Quote in progress
The agent notes the line of coverage, carrier and license plate, and the card moves to Quote.
Policy issued
Once the policy is sold, it is logged on the deal with its expiration date.
Renewal on the radar
Policies 60 days from expiring are already in the Renewal pipeline, with a call task attached.
Nobody forgotten
Anyone who asked for time to think gets a reminder, and open claims have their stage in plain view.
Features
What comes ready for your agency
Policy book
Every issued policy is logged with client, carrier and expiration date, straight from the won deal.
Renewal 60 days ahead
The CRM opens the deal in the Renewal pipeline on its own, with the same client, owner and a call task.
Insurance fields
Line of coverage, carrier, annual premium, expiration date and the car's plate and model are already on the deal record.
Agency queue
Contacts are distributed across the team, and the manager sees who is online to take them.
Loss reasons
Premium price, another agency, renewed directly: find out why each deal did not close.
Access profiles
Agents, customer service and management each see what they need. The owner sees everything.
WhatsApp and AI Agent
Your agency's WhatsApp, inside the CRM
Every conversation becomes a client
Whoever messages you on WhatsApp enters the CRM with an open deal, with no duplicates for existing clients.
Team inbox
Agents and customer service on the same number, with a queue, transfers and internal notes the client never sees.
Quick replies
Documents needed for a quote, coverages, claim steps: one click and a standardized answer goes out.
Photos and documents
Driver's license, vehicle documents, photos and policies stay in the conversation and in the client's history.
Replies instantly, even in the middle of the night
The AI Agent answers on WhatsApp in your agency's voice, answers questions, collects the quote details and hands off to the agent when needed.
The AI Agent is an add-on, from R$ 149 per month.
Example conversation
Hi, I want a quote for my car insurance. It expires next month.
Hi! I can get your quote started. Can you send me the license plate, the model and the ZIP code where the car is kept at night?
ABC1D23, Corolla 2022, ZIP 04500-000.
Got it! An agent will send you the options here later today.
WhatsApp connects through the official API (the number also stays on the phone app, with Coex) or by QR code.
Frequently asked questions
Questions from insurance agencies.
I already use the carrier's system.
Cockpit handles what comes before and after issuance: the contact, the quote, the renewal and the claim. The rating stays where it is.
I don't have time to learn another system.
The CRM comes with your agency's pipelines and WhatsApp on the same screen. Your team keeps working where they already work, just organized.
Will I lose my WhatsApp number?
No. With the official API and Coex, the number also stays on your phone's app. You can also connect by QR code.
What about my policyholders' data?
Each agency has its own separate workspace, and each team member only sees what their profile allows.
Plans
One price for the team, everything included.
You pay for the size of your team, not per feature. Monthly, or yearly at a discount.
Pilot
R$ 99 /month
Up to 2 usersTeam
R$ 199 /month
Up to 10 usersChampionship
R$ 399 /month
Up to 50 usersLeague
R$ 699 /month
Up to 100 users
Start today with your agency already organized.
In minutes your CRM is ready with the agency pipelines, the policy book and WhatsApp connected.
Try it free for 7 days7 days free, no card required.
Other industries
See also.
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