WhatsApp CRM for insurance brokers and agents
A client asks for a motor quote on WhatsApp and, while they wait for your answer, they're asking two other brokers the same thing. ChatyFunnel gathers those conversations in a shared inbox, sorts them into sales funnels by line of business, and makes sure neither a quote you sent nor an upcoming renewal goes without a follow-up.
Book a demoIn insurance, whoever replies first wins
When someone asks for a price on a policy, they almost never ask in only one place. The difference between closing the policy and missing out is usually how long the first reply takes. With welcome messages and out-of-hours auto-replies, the prospect gets an answer even when you're handling a claim or it's Saturday.
- Automatic welcome message on first contact
- Replies outside the brokerage's opening hours
- AI agent for first questions and qualification
- Chat assigned to the agent who handles that line of business
- Shared inbox: any available colleague can continue the conversation
A funnel per line of business, not a list of unread chats
A motor quote, a home quote, and a health quote aren't worked the same way and don't take the same time to decide. Each conversation sits in a stage — new contact, details collected, quote sent, comparing, bound — and moves with you instead of mixing in with the rest of the day's messages.
- Unlimited sales funnels from the Company plan
- A separate funnel per line of business or client type
- Drag and drop conversations between stages
- Contact records built from the real chat history
- Per-stage metrics to see where quotes fall over
Renewals and quotes nobody lets go cold
A quote you sent that got no reply isn't a no — it's almost always a follow-up nobody made. And the renewal that comes round with nobody calling is the one the competition takes. Reminders, tasks, and scheduled follow-ups are tied to the contact and the stage, so they happen even when your week is full.
- Reminders and tasks tied to each client
- Scheduled follow-ups for quotes with no reply
- Reminders scheduled ahead of each renewal date
- Shared templates for terms, cover, and documentation
- Contracts and signatures sent straight to the client
- Stripe payment links from inside the conversation
Claims and new business in one inbox, without mixing
The same inbox holds a client asking about a claim and another asking the price of a new policy. Separating the two by hand on a personal phone is impossible. In ChatyFunnel each conversation is assigned and sits in a stage, and everything lives in a workspace with role-based permissions rather than on a rep's phone.
- Chat assignment by agent, team, or stage
- Absence coverage with automatic conversation reassignment
- Role-based permissions over who sees and edits each contact
- Conversations stay in the brokerage's workspace
- Chat history imported when you connect the number
- Per-agent metrics: who replies fast and who closes
Frequently asked questions
- What is a WhatsApp CRM for insurance brokers?
- It's a system that centralizes a brokerage's or agent's WhatsApp conversations — quote requests, cover questions, renewals, and claims inquiries — in one shared inbox and organizes them into staged sales funnels. ChatyFunnel lets you assign each chat to an agent, schedule follow-ups, and see where quotes are being lost, instead of running everything from personal phones.
- How does ChatyFunnel help when the client is comparing other brokers?
- ChatyFunnel answers the first message instantly with welcome messages, out-of-hours replies, and an AI agent that collects the basic details, so the prospect isn't left waiting while they compare prices. The chat is assigned to the agent who handles that line of business and sits in a funnel stage so the follow-up continues.
- Can ChatyFunnel flag upcoming renewals?
- Yes. In ChatyFunnel you can create reminders and tasks tied to each contact and schedule follow-ups per funnel stage, so a renewal reminder appears at the time you set it without anyone reviewing a spreadsheet. ChatyFunnel has no policy-management module — administering policies stays in your usual systems.
- Where do conversations go if a rep leaves the brokerage?
- In ChatyFunnel, conversations live in the brokerage's workspace, not on a rep's personal phone. When someone leaves the team, their chats and history stay accessible and can be reassigned to another agent, and role-based permissions decide who can see and edit each contact.
- Can several agents work the same WhatsApp number?
- Yes. ChatyFunnel connects one number to a shared inbox where several agents work at the same time, with chat assignment by agent, team, or stage and automatic reassignment when someone is away. The Freelance plan includes 1 seat, Company 3, and Enterprise 5.
Stop losing policies to slow replies
We'll show you in a demo how your quotes and renewals look organized into funnels, using the conversations you already have.
Talk to the team