Policies, claims and renewals.
All in one dashboard.

The WhatsApp CRM for insurance companies and brokerages.
Centralize all your agents. Never lose clients due to lack of follow-up.

Request a 20 min demo → Chat with us on WhatsApp →
The problem

Sound familiar?

Your agents manage policies and claims via WhatsApp from their personal phones. Each one with their own portfolio, no traceability, no metrics. When someone leaves, they take the clients. Renewals get lost. And you have no real visibility over the business.

The solution

3 things that change everything

1

Multi-agent shared inbox

All your brokerage's WhatsApp in one dashboard. Each agent sees their own. You see everything. Automatic lead assignment.

2

Policy pipeline + templates

Drag by status: Quote · Signed · Active Policy · Renewal. Templates by insurance type.

3

Integration with your management software

HubSpot, Pipedrive, Salesforce and insurance management software. Each client with a complete profile.

Success story

27 agents managing policies via WhatsApp in a unified dashboard. Before, each broker worked independently. Now we have total control over renewals and claims.

— Sales Director, GarantiPRO
27 agents connected
+35% renewals recovered
< 5 min average response time
Pricing

Transparent, no surprises

From €49/month + €18 per agent

Example: brokerage with 10 agents = €229/month

  • 14-day free trial
  • No commitment
  • Migration included
  • Unlimited contacts and messages
Start your free trial

Frequently asked questions

Does it integrate with my insurance management software?
Yes. ManyContacts integrates via API, Zapier or Make with major insurance management platforms and CRMs.
Is it compliant with data protection regulations?
Yes. ManyContacts is GDPR compliant. Data is stored on European servers and you can export or delete any contact at any time.
What happens if an agent leaves the company?
Conversations and client portfolios stay in the brokerage's dashboard. Reassign conversations and no client is lost.
Can I manage automatic renewals?
Yes. You can create automations with templates to notify clients before policy expiry and track renewals.

Stop losing clients and renewals

Request a 20-minute demo and discover how to centralize your brokerage's WhatsApp.

Request a 20 min demo Chat on WhatsApp