# WhatsApp CRM for Insurance Companies | ManyContacts

Canonical: https://www.manycontacts.com/en/insurance-companies/

On autopilot.">

# Sell more policies with WhatsApp. On autopilot.

 The WhatsApp CRM for insurance companies and brokerages. AI qualifies leads and replies 24/7. Never lose clients due to lack of follow-up.

 Create free account
 Book a demo

 7-day free trial · No credit card · Ready in 2 minutes

 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.

 AI agents

## AI qualifies the lead and handles it on its own.

 It replies 24/7. It asks what matters. It books the appointment or hands off to a sales rep when the customer is ready. You decide how far the AI goes.

- Automatic qualification: need, budget, timeline and urgency.

- Replies instantly — even after hours and on weekends.

- Books the appointment or transfers to a human with full context.

 Success story

 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

 1
 shared inbox

 +35%
 renewals recovered

 average response time

 Pricing

## Transparent, no surprises

 From €49/month + €18 per agent
 Example: brokerage with 10 agents = €229/month

- 7-day free trial

- No commitment

- Migration included

- Unlimited contacts and messages

 Create free account

## 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.

 Does the AI handle conversations on its own?
 Yes. It qualifies the lead, replies 24/7 and can book the appointment. If a human is needed, it hands off with full context. You decide how far the AI goes.

## Stop losing clients and renewals

 Create your free account. No credit card. In 2 minutes your team's WhatsApp lives in one inbox.

 Create free account
 Book a demo