3x
More productivity in the insurance sector
Multiple Users WhatsApp for Insurance Brokers eliminates repetitive manual tasks and allows your team to focus on selling and renewing policies efficiently.
Multiple User WhatsApp for Insurance Brokers: Quotes, Claims, and Renewals with Different Urgencies
Without queues, the claim alert gets stuck behind twenty quote requests. The three conversations have opposing urgencies and fall into the same number.
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 WhatsApp Múltiplos Usuários para Corretoras de Seguros
The Multiple Users WhatsApp for Insurance Brokers from Nexloo allows multiple agents to use the same WhatsApp number simultaneously, tailored to the specific needs of insurance brokers. With a solution developed for the insurance sector, your team automates policy renewals and quotes, focusing on what really matters: selling and renewing policies.
Insurance companies face unique communication and customer relationship challenges. The complete support platform Nexloo addresses these challenges with accessible technology, quick setup, and proven results from hundreds of insurance brokers across Brazil.
Results
Benefícios do WhatsApp Múltiplos Usuários para Corretoras de Seguros
What changes at the brokerage when quotes, claims, and renewals have queues, deadlines, and records.
80%
Reduced response time
Serve insurance brokers instantly at any time, leaving no message unanswered.
24/7
Total availability for insurance brokers
Clients in the insurance sector receive immediate responses even outside business hours.
45%
Increased customer satisfaction
Resolve questions and demands from insurance brokers quickly, enhancing the customer experience.
Features
Funcionalidades do WhatsApp Múltiplos Usuários para Corretoras de Seguros
Recursos projetados para transformar o atendimento no segmento de corretoras de seguros.
Multiple agents on one number
The entire team serves through the same WhatsApp number without conflicts, with individual identification for each operator.
Automatic conversation distribution
New messages are distributed among available agents following capacity and specialty rules.
Unified conversation history
Any agent can access the complete client history, ensuring continuity even during transfers.
Real-time supervision dashboard
Managers monitor volume, response time, and individual performance of each agent on a dashboard.
Shared quick responses
Bank of ready responses accessible to the entire team to speed up recurring support without losing personalization.
Internal notes between agents
Add private notes in conversations to contextualize colleagues before transfers or escalations.
One number, as many agents as needed
The whole team works on the same WhatsApp number, each person with their own login and registration. No phones on the desk and no limit on connected devices.
Distribution by queue, department, or portfolio
Rotation among those available, forwarding by subject or returning to the agent who already spoke with that client. The rule is yours, and it runs without anyone filtering.
Prevention against duplicate service
When someone takes over the conversation, it leaves the queue of others. Two people responding to the same customer with different information becomes impossible.
Transfer with the history included
Transferring the conversation to another department carries everything that has been said, including internal notes. The client does not need to start explaining again with each transfer.
Internal notes invisible to the client
The team communicates within the support system, tagging colleagues, without opening a second tool and without the risk of the observation leaking to the customer.
Real-time supervision
The manager monitors ongoing conversations, adds an internal note when they need to correct the course, and takes over the service if necessary.
Business hours by queue
Outside of business hours, each queue responds differently: out-of-office message, referral to on-call, or scheduling a return. Configured once.
Tags and attributes by conversation
Subject tags, priority, and stage, plus custom fields like Tax ID or contract number. This is what makes the filter and report exist later.
Stalled conversation alert
Conversations without response for longer than the limit you set appear marked for the manager, before the client inquires.
Comece a usar WhatsApp Múltiplos Usuários para Corretoras de Seguros
Peça um diagnóstico gratuito e descubra como o WhatsApp Múltiplos Usuários pode transformar seu atendimento.
Segments
Para quem é o WhatsApp Múltiplos Usuários para Corretoras de Seguros
The brokerage formats that earn the most with a shared number.
corretoras de seguros de pequeno porte
Equipes de 2-10 pessoas
Lack of organization in policy renewals and quotes causes loss of opportunities and daily rework.
corretoras de seguros em crescimento
Equipes de 10-50 pessoas
Increasing demand volume exceeds the team's capacity to sell and renew policies with quality.
corretoras de seguros com múltiplas unidades
Operações com 3+ locais
Standardizing service across branches and maintaining uniform quality is challenging without centralization.
Sales teams with split accounts
Starting from 3 users
They need the known client to return to their original representative, without two salespeople competing for the same conversation.
Receptions and scheduling centers
Starting from 3 users
They receive scheduling, rescheduling, and confirmations on the same number and need urgency to not fall behind routine.
Support with service levels
Starting from 3 users
They escalate tickets between levels and cannot lose the context of what has already been attempted in the handoff.
Operations with service audit
Starting from 3 users
They need to know who said what and when, with a record that survives the departure of the person who assisted.
Deals with on-call and schedule
Starting from 3 users
They rotate the team in shifts and need the conversation to follow the responsible person, not the device.
Companies with distinct departments
Starting from 3 users
Handles fiscal, commercial, and financial inquiries through the same number and requires separate queues by topic.
Networks with multiple locations
Starting from 3 users
They want to standardize brand service without giving up central control over deadlines and quality.
Seasonal high volume operations
Starting from 3 users
They have peaks concentrated on specific dates that a single device cannot handle.
Remote or distributed teams
Starting from 3 users
They need anyone, from anywhere, to see the same queue and the same history.
What sets us apart
Por que escolher Nexloo para Corretoras de Seguros
What's included in the plan for brokers that serve via WhatsApp.
Single number for the entire team
Clients communicate with one number, avoiding confusion with personal contacts of salespeople or agents.
No need for extra devices
Works 100% in the cloud via browser, without needing multiple phones or additional SIM cards.
Seamless transfer between agents
Transfer conversations between agents without the client noticing the switch, maintaining complete context.
Integrated with the complete Nexloo platform
Combine multi-agent WhatsApp with CRM, AI chatbot, and mass messaging in the same tool.
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
Policy that expires silently renews with the competition.
An agency's portfolio can be lost in two ways: the renewal that no one remembered to notify and the claim handled by someone who didn't know what had already been agreed upon. Both are for record-keeping.
In practice
How the broker follows up the entire portfolio
Quote, claim, and renewal are three conversations with opposing urgencies falling into the same number. Without a queue, the notification gets buried behind twenty quote requests.
The insured is classified.
Quote, claim, and renewal fall into the same inbox, each with its own tagging and timing.
The incident cuts in line
The distribution ensures that someone who just crashed their car doesn't wait behind the commercial routine.
The policy accompanies the conversation
Validity, coverage, and claims history remain in the contact — the insured does not recount the policy with each message.
Renewal comes back on its own.
The due date returns the conversation to the queue weeks in advance, with the previous quote attached.
FAQ
Before the next harvest of renewals.
The most common questions about claims queue, expiration control, and service record.
How does Multiple Users WhatsApp for Insurance Brokers work in practice?
The Multiple Users WhatsApp for Insurance Brokers from Nexloo was specifically developed to meet the needs of the insurance sector. The solution allows multiple agents to use the same WhatsApp number simultaneously, tailored for insurance brokers. In practice, insurance brokers configure the tool in minutes, connecting their support channels and customizing flows for policy renewals and quotes. The system learns from interactions and becomes more efficient over time, allowing your team to focus on selling and renewing policies instead of repetitive operational tasks.
Does Multiple Users WhatsApp for Insurance Brokers have a free plan for insurance brokers?
Yes, Nexloo offers a 7-day free trial with full access to Multiple Users WhatsApp for Insurance Brokers for insurance brokers. Professionals in the insurance sector can set up the system, connect preferred channels, and test with real demands for policy renewals and quotes without financial commitment. No payment data is requested to start. After trying, flexible plans cater to everything from individual offices to networks with multiple units, scaling as needed. Our team supports insurance brokers throughout the evaluation, ensuring full utilization of the resources available for the sector.
How to connect Multiple Users WhatsApp for Insurance Brokers to the systems I already use?
Connecting Multiple Users WhatsApp for Insurance Brokers with tools used by insurance brokers is done without the need for programming. Nexloo offers ready connectors via Zapier and webhooks for the most popular systems in the insurance sector, as well as a RESTful API for specific integrations. Insurance management, scheduling, financial, and marketing software can be integrated directly. For insurance brokers with proprietary systems, the API documentation allows technical teams to create custom connections. Our technical support assists with each integration at no additional cost.
How long does it take to set up Multiple Users WhatsApp for Insurance Brokers?
The initial setup of Multiple Users WhatsApp for Insurance Brokers for insurance brokers takes between 10 and 30 minutes for the basic version. The process includes creating an account, connecting communication channels, and customizing automated messages for the insurance sector. Advanced features such as complex automations and integrations with specific systems for insurance brokers may take 1 to 3 days for complete setup. Nexloo provides pre-configured templates for the insurance sector that significantly speed up the initial setup and reduce the learning curve.
Is Multiple Users WhatsApp for Insurance Brokers safe for client data in the insurance sector?
Absolutely. Multiple Users WhatsApp for Insurance Brokers meets specific security requirements for insurance brokers, operating in full compliance with LGPD. Communications are protected by encryption at all stages. Granular access control allows defining which employees view sensitive client data in the insurance sector. Features like automatic consent, opt-out, and data deletion meet regulatory obligations without operational effort. Servers with international certifications provide additional protection for information handled by insurance brokers.
What is the difference between Multiple Users WhatsApp for Insurance Brokers and alternative solutions?
For insurance brokers, alternatives typically use unofficial WhatsApp Web or extensions that risk banning. Multiple Users WhatsApp for Insurance Brokers operates via authorized infrastructure with professional features developed for the insurance sector: intelligent distribution among agents specialized in policy renewals and quotes, individual performance metrics, configurable queues by demand type, and integration with tools already used by insurance brokers. It is professional WhatsApp management, not just shared access.
How long until I see results using Multiple Users WhatsApp for Insurance Brokers?
Initial results with Multiple Users WhatsApp for Insurance Brokers are visible within the first 48 hours, especially in response speed and organization of support for insurance brokers. Productivity metrics and reduction of manual tasks appear in the first week of active use. Impact on revenue and client retention in the insurance sector typically consolidates between 2 and 4 weeks, as the team masters the tool and automations are refined. Positive ROI is often achieved in the first month for operations with a regular volume of interactions.
Last step
Where is your portfolio loses renewal
A short conversation to map how many policies expire today 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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