3x
Increased productivity in the insurance sector
Kanban CRM for Insurance Brokers eliminates repetitive manual tasks and allows your team to focus on selling and renewing policies efficiently.
Kanban CRM for Insurance Brokers: Stop Losing Clients at Expiration
Brokers lose clients due to silence during renewal week more than price. It's the most predictable loss.
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 CRM Kanban para Corretoras de Seguros
The Kanban CRM for Insurance Brokers from Nexloo organizes leads and negotiations in a visual Kanban-style pipeline integrated with WhatsApp, tailored to the specific needs of insurance brokers. With a solution developed for the insurance sector, your team automates policy renewals and quotes and focuses on what really matters: selling and renewing policies.
Insurance companies face unique challenges in communication and customer relationships. 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 CRM Kanban para Corretoras de Seguros
What changes at the brokerage when new sales and renewals become funnels with deadlines.
80%
Reduced response time
Serve insurance brokers instantly at any time, leaving no message unanswered.
24/7
Total 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 CRM Kanban para Corretoras de Seguros
Recursos projetados para transformar o atendimento no segmento de corretoras de seguros.
Drag-and-drop visual pipeline
Move negotiations between stages of the funnel with intuitive drag-and-drop and see progress instantly.
Funnel stage automation
Automatic rules move leads between columns based on actions, elapsed time, or scoring.
Enriched cards with history
Each card displays contact information, conversation history, and pending next actions.
Multiple customizable pipelines
Create separate funnels for different products, teams, or processes with customized stages.
Visual pipeline with drag-and-drop
Move deals between funnel stages with drag-and-drop and visualize the total value at each stage.
Automatic activity logging
All interactions via chat, email, and phone are automatically logged in the contact's history.
Funnel that arises from the conversation
The card is not created manually afterward: it appears when the conversation starts, already with the contact, the source channel, and the history attached. No one needs to remember to register anything.
Drag to change stage
Moving the deal from one column to another is done by dragging the card. The stage changes, the entry date is recorded, and the automation for that phase triggers — without an intermediate form.
Multiple funnels, one for each process
New sales, renewals, post-sales, and recovery have different stages and don't fit in the same framework. Each becomes its own funnel, with its own rules.
Custom fields by business
Tax ID, contract number, product of interest, source of referral. You define what needs to be recorded, and the field applies to all cards in that funnel.
Task with a date on each card
Every deal carries its next action and the date for it. What is due today appears on the responsible person's list; what has passed the deadline shows up in red for the manager.
Responsible for the card, not the queue
Each deal has an owner, and the owner appears on the card. Transferring means changing the responsible party — and the entire history goes along, without passing anything verbally.
Reason for loss is mandatory
A lost deal only leaves the funnel with a recorded reason. This list at the end of the quarter tells you if you lose due to price, deadline, or delay.
Automation by stage change
Did it go into "proposal sent"? Trigger the follow-up email and create the return task in three days. The rules are yours, and they run automatically.
Forecast for closing by stage.
Each stage has a probability, and the weighted value of the funnel comes from that. The forecast shifts from being a manager's guess to a calculation.
Comece a usar CRM Kanban para Corretoras de Seguros
Peça um diagnóstico gratuito e descubra como o CRM Kanban pode transformar seu atendimento.
Segments
Para quem é o CRM Kanban para Corretoras de Seguros
The brokerage formats that earn the most with a kanban funnel.
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
Growing 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.
Consultative sales with a long cycle
Starting from 3 users
They have negotiations that last weeks and go through several hands — and need to know where each one left off without asking anyone.
High volume lead operations
Starting from 3 users
They receive more opportunities than they can keep track of and lose them due to forgetfulness, not price.
Post-sales, renewal, and expansion
Starting from 3 users
They need a funnel separate from new sales, with its own stages and renewal timelines.
Professional services with a proposal
Starting from 3 users
They send budgets and rely on manual follow-up — which is exactly what disappears when the week gets busy.
Health and aesthetics with treatment plan
Starting from 3 users
They present budgets that are rarely approved on the spot and need to resume the conversation days later.
Real estate, vehicles, and high-value goods
Starting from 3 users
They work on few high-value opportunities, where losing track of one is costly.
Education and enrollments
Starting from 3 users
They have a concentrated season and need to know how many enrollments are at each stage before the window closes.
Billing and debt recovery
Starting from 3 users
Leads agreements with stages and deadlines that need to be monitored by time, not by memory.
Recruitment and selection processes
Starting from 3 users
They move candidates through stages of a process and need to see where each position got stuck.
What sets us apart
Por que escolher Nexloo para Corretoras de Seguros
What's included in the plan for insurance brokers.
Natively integrated WhatsApp CRM
Unlike generic CRMs, the Nexloo Kanban was built for messaging conversations from the ground up.
Simple automation
Visual automation rules that anyone can set up, without complex flows or coding.
Instant pipeline visualization
See in seconds where each negotiation stands, which need action, and which are stuck.
Centralized data in each card
All lead information, history, and next steps in one accessible place.
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
The portfolio leaks. by the due date.
Brokers don't lose clients to price as often as they lose them to silence during renewal week. It's the most predictable loss — and the easiest to avoid with a deadline.
In practice
How does the portfolio work to stop leaking
Two funnels: the new sale and the renewal. The latter is fed by dates, not by memory — and it is the one that sustains the broker's revenue.
The quote becomes a card
Industry, profile, and estimated prize enter as business fields.
The proposal compares insurers
What was offered and what was declined is recorded, along with the reason.
The policy generates the next renewal
Once the policy is issued, the renewal card is created with the due date and advance notice.
The incident enters the history
What happened during the year becomes the context for renewal, not a surprise in the conversation.
FAQ
Before the next harvest of renewals.
The most common questions about renewal funnel, expiration control, and claims history.
How does the Kanban CRM for Insurance Brokers work in practice?
The Kanban CRM for Insurance Brokers from Nexloo was specifically developed to meet the needs of the insurance sector. The solution organizes leads and negotiations in a visual Kanban-style pipeline integrated with WhatsApp, 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 Kanban CRM for Insurance Brokers have a free plan for insurance brokers?
Yes, Nexloo offers a 7-day free trial with full access to the Kanban CRM 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 trying it out, flexible plans cater to everything from individual offices to networks with multiple units, scaling as needed. Our team supports insurance brokers throughout the evaluation, ensuring full utilization of the resources available for the sector.
How do I connect the Kanban CRM for Insurance Brokers to the systems I already use?
Connecting the Kanban CRM for Insurance Brokers with tools used by insurance brokers is done without the need for programming. Nexloo provides 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 directly integrated. 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 Kanban CRM for Insurance Brokers?
The initial setup of the Kanban CRM 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 such as 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 Kanban CRM for Insurance Brokers safe for customer data in the insurance sector?
Absolutely. The Kanban CRM 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.
What is the difference between the Kanban CRM for Insurance Brokers and traditional CRMs?
Traditional CRMs cater to email and phone cycles with complex interfaces. The Kanban CRM for Insurance Brokers was built for messaging in the insurance sector, with a visual pipeline where insurance brokers organize negotiations by dragging cards. The direct integration with WhatsApp and channels used in the insurance sector eliminates manual typing, and each card already includes conversation history about policy renewals and quotes with follow-up automations to sell and renew policies.
How long until I see results using the Kanban CRM for Insurance Brokers?
Initial results with the Kanban CRM 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. The impact on revenue and customer 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 is your portfolio leaks without warning
A short conversation to assess how many policies expire in the next ninety days without a scheduled task.
- 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.
1
2