Case studies

Automation case studies at an insurance broker in São Paulo

In about three months, a broker with around 30 people replaced manual tasks and scattered controls with automatic routines, alerts and its own systems.

The client's name is kept confidential. Result figures will be published after validation with the client.

CRM

Sales pipeline alerts

BeforeBilling deals sat in the same stage for days without anyone noticing.

AfterEvery business day an email lists deals stuck for 5 or more business days, and requesters are notified when their project is delivered.

Result: time stuck dropped from X to Y days

Sales

Automatic quote questionnaire

BeforeThe underwriter built and sent the risk questionnaire to each client by hand.

AfterA bot reads the deal in the CRM, picks the template by line of business and sends it to the client, logging everything and flagging missing information.

Result: X questionnaires a month with no manual work

Prospecting

New leads every business day

BeforeUneven lead distribution, idle portfolios and a database full of duplicate companies.

AfterEach salesperson gets 5 leads per business day, each with a call task. The database was deduplicated and enriched.

Result: X leads a month assigned automatically

Controls

Email checks against the spreadsheet

BeforeClosing emails went out without the issuance team copied, and the control sheet had gaps.

AfterAI reads the day's emails, alerts whoever forgot to copy the team and points out what wasn't recorded.

Result: X deals recovered in the first month

Technical documents, ready to send

BeforePolicy comparisons, presentations and issuance requests were built from scratch, each in a different format.

AfterMore than 20 assistants read the insurer's PDFs and deliver the document in the company's visual identity.

Result: from X hours to Y minutes per comparison

Systems

Own portals and website

BeforeWebsite on a generic builder; claims, inspection reports and IT requests arrived by email and WhatsApp.

AfterNew website with its own admin panel, a claims portal, an inspection portal with single sign-on and an IT help desk.

Result: X claims opened through the portal

Management

Daily phone report

BeforeThe call report was exported and assembled by hand once a month.

AfterEvery business day at 7 a.m. the board receives a PDF with calls per person, answer rate and points of attention.

Result: X hours a month saved

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