90%
Policy Renewal Rate
Advance reminders and a simplified renewal process prevent cancellations due to forgetfulness.
AI Agent for Insurance Brokers: Claims logged on Saturday night
An incident occurs outside business hours, and the insured reports via any available channel.
Our Clients Companies that trust the operation
+180k
Messages and media exchanged every day
+1,200
Companies that trust our solutions
+40k
Automations built on our platform
O que é Agente de IA para Corretoras de Seguros
The AI Agent for Insurance Brokers from Nexloo automates the most voluminous interactions in the broker's routine: initial quotes, renewal reminders, claims initiation, and coverage inquiries. The agent collects data for quotes, informs about active policies, and directs claims — all via WhatsApp.
Insurance brokers lose renewals due to lack of follow-up and leads due to delays in quoting. The agent ensures that no renewal expires without contact and no lead waits for a quote. Connected to the Nexloo omnichannel platform, it centralizes all communication with policyholders.
Results
Benefícios do Agente de IA para Corretoras de Seguros
What changes at the brokerage when no policy expires without someone having a conversation.
3x
More Quotes Processed Per Day
The agent automatically collects data for quotes while the broker prepares complex proposals.
24/7
Uninterrupted Service to Policyholders
Claims and emergencies happen at any time — the agent records and directs them immediately.
50%
Reduced Data Collection Time
Information for quotes is collected via chat before the broker starts preparing the proposal.
Features
Funcionalidades do Agente de IA para Corretoras de Seguros
Recursos projetados para transformar o atendimento no segmento de corretoras de seguros.
Data Collection for Quotes
Gathers information from the policyholder such as profile, asset, and desired coverage for the broker to prepare a proposal.
Automated Renewal Reminders
Notifies policyholders 30 and 15 days before the policy expiration to initiate the renewal process.
Claims Initiation via WhatsApp
Collects information about the claim, photos, and initial documents to expedite communication.
FAQ on Coverages and Policies
Answers frequently asked questions about what is covered, waiting periods, deductibles, and procedures.
Cross-Selling of Insurance
Identifies opportunities to offer complementary insurance based on the policyholder's profile.
Conversational Context Memory
The agent remembers information from previous interactions with the same contact for continuous and personalized conversations.
Training through your knowledge base
The agent learns from their documents, price lists, policies, and website pages. The responses come from what your company wrote, not from generic internet knowledge.
Qualification through sequential questions
Instead of a disguised form, the agent guides the conversation: each response defines the next question, and what they discover becomes a filled field in the contact.
Handoff with context for the human
When the conversation needs human input, it reaches the agent with the entire history and a summary of what has already been gathered — no one asks the customer to repeat their story.
Configurable escalation rules
You define what the agent never responds to alone: out-of-table values, complaints, cancellation requests. Anything on the list goes straight to a person.
Conversation memory between sessions
The customer who returns two weeks later doesn't start from scratch. The agent picks up where they left off, with what has already been agreed upon and what is still pending.
Brand's tone of voice and vocabulary
Formal or casual, with or without emoji, using the terms your market uses. The agent writes like your company writes, not like a generic assistant.
Subject limits and secure response
Outside of what was trained, the agent doesn't make things up: they say they'll confirm and forward. It's the difference between a reliable assistant and one that invents prices.
Scheduling within the conversation
The agent checks availability, offers time slots, and confirms without switching apps. The client leaves the conversation with the appointment booked.
Sending documents and media
Catalog, price list, contract, invoice, or instructional video: the agent sends the right file at the moment they respond to the inquiry.
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Segments
Para quem é o Agente de IA para Corretoras de Seguros
The brokerage formats that earn the most with an AI agent.
Corretoras com grande carteira de segurados
500+ apólices ativas na carteira
The volume of monthly renewals is too large to manually track each policyholder.
Corretores autônomos multiseguradoras
Profissionais individuais com 200+ clientes
They divide time between prospecting and administrative service of the portfolio without support staff.
Corretoras com foco em seguros empresariais
Operações com contratos complexos
Corporate clients demand quick responses about coverages and claims that the team cannot prioritize.
Sales and pre-sales operations
Starting from 3 users
They need to respond to the lead within the first few minutes and enter the human conversation already knowing the size, pain, and urgency.
Scheduling and confirmation
Starting from 3 users
They schedule, reschedule, and confirm all day long — repetitive tasks that consume the team and require no judgment.
Support and post-sale
Starting from 3 users
They receive the same question hundreds of times a month and need to reserve the human team for what is truly specific.
Billing and negotiation
Starting from 3 users
They need to approach at scale, record what was agreed, and escalate to a person when the negotiation deviates from the standard.
Recruitment and HR
Starting from 3 users
Handles candidates, collects documents, and explains benefits — high volume, low variation conversations.
Health and wellness services
Starting from 3 users
Handles appointment requests, exam results, and preparation guidance outside of business hours, when the reception is already closed.
Retail and e-commerce
Starting from 3 users
They concentrate pre-purchase questions and order tracking, with peaks on commercial dates that a fixed team cannot absorb.
Professional services and education
Starting from 3 users
They screen interested candidates and respond to the same list of questions before any conversation is worth a specialist's time.
Deals with long consultative selling
Starting from 3 users
They have cycles of weeks and need to keep the interested party warm between each human contact, without relying on someone to remember.
What sets us apart
Por que escolher Nexloo para Corretoras de Seguros
What's included in the plan for brokers that serve via WhatsApp.
Insurance-Trained Vocabulary
Understands terms like policy, claim, deductible, coverage, endorsement, and premium naturally.
Protection Against Loss of Renewals
No policy expires without the policyholder being contacted in advance for the renewal process.
Agility in Claims Initiation
Policyholder reports a claim via WhatsApp with photos and data that expedite the process with the insurer.
Mapped Cross-Selling Opportunities
The agent identifies policyholders without complementary protections and suggests a commercial approach to the broker.
Ecosystem
Integrations that simply work.
Connect Nexloo to the tools you already run on, without friction — more than 5,000 apps available to extend your support hub and automate the work around it
Where the conversation flows to
- Parceiro OficialMeta
- Zapier
- HubSpot
- Salesforce
- RD Station
- Pipedrive
- API REST
Where the lead comes from, and where the team works after
- Mais pedidaMeta Ads
- Google Ads
- Meta Lead Forms
- Google Sheets
- Google Calendar
- Shopify
- Slack
What's changing
The policy expires without anyone having called.
Three people with a spreadsheet can't talk to all the policyholders in the right month. A broker's loss of clients is rarely due to price: it's due to silence during the renewal week.
In practice
How the agent holds the policy portfolio
Quote, claim, and renewal are three conversations with opposing urgencies. The agent handles all three during times when the broker has no one available, and prioritizes what needs analysis.
Notifies before the due date
The date of each policy becomes a follow-up: the insured is contacted weeks in advance, with the previous condition in hand.
Responds to routine quotes
Profile, coverage, and price ranges are available immediately, and what requires technical analysis goes to the broker.
Records the claim notice
At any time, the agent collects the report, guides the first steps, and opens the record with time and author.
Transfers what needs people
Coverage review, complex cases, and negotiations with the insurer are sent to the broker with the history attached.
FAQ
Before the next harvest of renewals.
The most common questions about expiration control, claim registration, and limits on what the agent can respond to.
How does the AI Agent for Insurance Brokers collect data for quotes?
The AI Agent for Insurance Brokers conducts a personalized questionnaire by type of insurance. For auto, it asks for model, year, overnight ZIP code, driver profile, and desired coverages. For life, it collects age, profession, income, and beneficiaries. For business, it identifies activity, revenue, and risks. The data is organized and delivered to the broker in a format ready for input into the insurers' multi-calculation systems.
Does the AI Agent for Insurance Brokers remind about policy expirations?
Yes, the agent monitors expiration dates of all policies in the portfolio and initiates automatic contact in advance, typically 30 and 15 days prior. The policyholder is informed of the upcoming expiration and invited to renew. The agent collects updated data if necessary and schedules a conversation with the broker to present renewal options. This automated follow-up prevents losses in the portfolio.
Can the AI Agent for Insurance Brokers register claims initiation?
Yes, when a policyholder reports a claim via WhatsApp, the agent collects all necessary information: type of occurrence, date and location, description of events, photos of damages, and data of third parties involved. This structured record significantly speeds up the communication of the claim to the insurer, reducing the opening time and ensuring that no important information is missing in the process.
Can the AI Agent for Insurance Brokers suggest complementary insurances?
Yes, the agent identifies cross-selling opportunities by analyzing the policyholder's profile. Clients with auto insurance but without home insurance receive suggestions. Policyholders without life insurance are approached at relevant moments. The agent does not sell directly but maps interest and directs it to the broker with prepared context, increasing the conversion rate for complementary insurances in the portfolio.
Does the AI Agent for Insurance Brokers work with multiple insurers?
Yes, the agent is agnostic regarding the insurer. It collects data from the policyholder and the asset in a generic format that can be used for quotes from any company. The information is organized to facilitate input into multi-calculation systems. The broker maintains total freedom to choose the most suitable insurer for each client based on the profile and desired coverages.
How much does the Nexloo AI Agent for Insurance Brokers cost?
Nexloo offers a free trial without a credit card for insurance brokers. The investment varies according to the size of the portfolio and volume of services. Considering that a single preserved renewal or a new insurance sold through cross-selling represents recurring commissions, the return on investment is achieved with just a few policies preserved or sold with the agent's assistance.
Last step
Where is your portfolio loses renewal
A short conversation to gauge how many policies expire each month without anyone having spoken to the insured.
- No credit card
- Set up in 5 minutes
- Cancel whenever you like
Request your free assessment
No commitment. One conversation to map where your operation is losing sales.
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