3x
Increased productivity in the insurance sector
Omnichannel for Insurance Brokers eliminates repetitive manual tasks and allows your team to focus on selling and renewing policies efficiently.
Omnichannel for Insurance Brokers: Claims Notifications from Any Channel
For the insured, there’s no wrong channel: just the one available at the moment of the incident. When brokers miss any, deadlines pass unnoticed.
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 Omnichannel para Corretoras de Seguros
The Omnichannel for Insurance Brokers from Nexloo unifies all communication channels into a single service platform, 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 service platform Nexloo addresses these challenges with accessible technology, quick setup, and proven results from hundreds of insurance brokers across Brazil.
Results
Benefícios do Omnichannel para Corretoras de Seguros
What changes at the brokerage when the claim notice arrives, no matter where it comes from.
80%
Reduced response time
Serve insurance brokers instantly at any time, leaving no message unanswered.
24/7
Full 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 Omnichannel para Corretoras de Seguros
Recursos projetados para transformar o atendimento no segmento de corretoras de seguros.
Unified multichannel inbox
WhatsApp, Instagram, Messenger, Telegram, and website chat in a single organized inbox.
Context preserved across channels
If a client starts on Instagram and continues on WhatsApp, the agent sees the entire unified history.
Smart routing by channel
Distribute conversations from each channel to specialized teams with configurable rules.
Consolidated reports by channel
Compare performance across channels with metrics on volume, response time, and satisfaction.
Unified inbox
All messages from WhatsApp, Instagram, Facebook, Telegram, and website chat in a single interface.
Seamless switching between channels
Continue a conversation on any channel without losing context, history, or previously collected customer data.
Unique contact across all channels
WhatsApp, direct message, email, and chat from the same client become a single record. The agent sees the whole person, not just the part that came through that channel.
Unified inbox with channel filter.
Everything in one queue, with the option to check only WhatsApp when the volume gets high. Unification is the standard; separation is a choice, not a limitation.
Response on the channel where the person wrote
Those who emailed receive an email; those who contacted via direct receive a direct message. The agent types in one place, and the platform delivers to the right channel.
Merging duplicate contacts
When the same customer appears twice through different channels, the two records merge into one — with both histories preserved on the same timeline.
Distribution rules by channel
Email can go to finance and direct to sales, or everything to the same queue. The rule is yours, and it applies without anyone manually sorting.
Internal notes that the client does not see
The team communicates within the support system, tagging colleagues, without opening a second tool and without the risk of the observation being seen by the customer.
Subscription and tone by channel
Email requires formality and a signature; direct messages require short phrases. The same agent writes in the correct record for each one, with separate templates.
History survives the change of attendant
When the conversation changes hands or channels, the entire history goes along — and the customer doesn't have to start explaining from scratch.
Indicators by channel and by agent
First response time, volume, and satisfaction separated by channel. This is how you discover that email has a two-day queue while WhatsApp responds in minutes.
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Segments
Para quem é o Omnichannel para Corretoras de Seguros
The brokerage formats that earn the most with omnichannel support.
corretoras de seguros de pequeno porte
Equipes de 2-10 pessoas
Lack of organization in policy renewals and quotes leads to missed 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.
Operations with audience across multiple networks
Starting from 3 users
They receive the same customer through three different channels and treat each channel as if it were a new person.
Support with teams separated by channel
Starting from 3 users
You have one person on email, another on WhatsApp, and another on social media — and none of them see what the others have replied.
Multichannel retail and e-commerce
Starting from 3 users
Responds to the same request across different channels and ends up giving conflicting information.
Long-term relationship services
Starting from 3 users
They follow the same client for years and need to find what was agreed upon six months ago, in any channel.
Operations with support and billing
Starting from 3 users
They talk to the same person for different reasons and need a unique history to avoid contradictions.
Education and community institutions
Starting from 3 users
They communicate with families and students through various means and lose messages along the way.
Operations with distributed team
Starting from 3 users
They need anyone, from any unit, to see the same conversation and the same history.
Technical support with multiple entries
Starting from 3 users
They receive the same request via email and chat and end up treating them as two distinct problems.
Deals with consultative selling
Starting from 3 users
Leads negotiations that go through multiple channels and cannot lose the thread between one contact and another.
What sets us apart
Por que escolher Nexloo para Corretoras de Seguros
What's included in the plan for multichannel brokers.
All channels on one screen
Eliminate the need to switch between WhatsApp Web, Instagram, email, and other apps.
Consistent cross-channel experience
Clients receive the same level of service regardless of the channel chosen for contact.
Scale without multiplying tools
Add new service channels without hiring new platforms or training separate teams.
360° view of the customer
Complete history of interactions across all channels, unified profile, and recorded preferences.
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
Reported the claim on the wrong channel.
For the insured, there is no wrong channel: there is only what was available at the moment of the incident. When the broker doesn't follow up with everyone, the notification period runs without anyone knowing.
In practice
How the notice arrives come from wherever you come from
Claims have legal and emotional deadlines: those who just had an accident need a quick response. Unifying channels ensures that the notice doesn't get lost in a forgotten inbox.
Every channel enters the same queue
WhatsApp, email, and website come in together, with the policy identified.
The incident cuts in line
The distribution prioritizes the notice, regardless of the channel it came through.
The document stays in the case
The report, photos, and estimate enter the same record, with date and author.
Renewal uses the history.
What happened during the year is visible in the renewal conversation, without searching in three places.
FAQ
Before unifying your channels.
The most common questions about claim priority, attachments, history, and renewal.
How does the Omnichannel for Insurance Brokers work in practice?
The Omnichannel for Insurance Brokers from Nexloo was specifically developed to meet the needs of the insurance sector. The solution unifies all communication channels into a single service platform, tailored for insurance brokers. In practice, insurance brokers can set up the tool in minutes, connecting their service 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 the Omnichannel for Insurance Brokers have a free plan for insurance brokers?
Yes, Nexloo offers a 7-day free trial with full access to the Omnichannel 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 information is required to get started. After the trial, flexible plans cater to everything from individual offices to networks with multiple units, scaling as needed. Our team supports insurance brokers throughout the evaluation to ensure full utilization of the available resources for the sector.
How to connect the Omnichannel for Insurance Brokers to the systems I already use?
Connecting the Omnichannel for Insurance Brokers with tools used by insurance brokers is done without the need for programming. Nexloo offers ready-made 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 the Omnichannel for Insurance Brokers?
The initial setup of the Omnichannel 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 like 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 the Omnichannel for Insurance Brokers safe for customer data in the insurance sector?
Absolutely. The Omnichannel 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 can view sensitive customer data in the insurance sector. Features like automatic consent, opt-out, and data deletion meet regulatory obligations without operational effort. Servers with international certifications ensure additional protection for information handled by insurance brokers.
Why choose Omnichannel for Insurance Brokers instead of managing channels separately?
Managing channels separately in the insurance sector means switching between multiple windows, losing context between interactions, and duplicating configurations. The Omnichannel for Insurance Brokers consolidates everything into a single interface optimized for insurance brokers, with a unified history for each client, cross-automations for policy renewals and quotes, and consolidated reports showing actual performance in selling and renewing policies across all channels.
How soon will I see results using the Omnichannel for Insurance Brokers?
Initial results with the Omnichannel for Insurance Brokers are visible within the first 48 hours, especially in response speed and organization of service 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 within the first month for operations with a regular volume of interactions.
Last step
Where your notice arrives late
A short conversation to find out which of your channels takes the longest to be read on a weekend.
- 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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