Brokerages and Insurance Companies
The operation of a brokerage or insurance company is very intensive in repetitive processes: policy pricing, automatic renewals and claims management. The automation of these flows and intelligent fraud detection are the areas where the most impact is achieved.
Solutions by company size
Recommended stack
Institutional Website / Landing Pages
CPQ (Configure, Price, Quote)
Conversational Chatbot (WhatsApp / Web)
Triage and Classification with AI
Email Marketing and Nurturing Automation
Multi-touch Attribution and Analytics
Application Security (AppSec)
Identity and Access Management (IAM)
Local SEO and Google Business Profile
Social Media Management
Smart Agenda System
Google Ads (Search, Display, Shopping, PMax)
Commercial pitch
“Quoting and renewing policies is done much faster, with data security and predictability of commission income.”
Target KPIs (90 days)
Applicable packages — Start AI
Entry packages to close in 1-2 weeks, generate immediate MRR and create base for upsell in 3-6 months.
Presence
Setup: €2,000 – €4,000
MRR: €300 – €600/month
Delivery: 23 weeks
KPI: +50% local visibility in 60 days
Included products:
Conversion
Setup: €1,500 – €3,500
MRR: €250 – €500/month
Delivery: 1-2 weeks
KPI: -40% no-show, +20 reservations/month via digital
Included products:
Quick Sales
Setup: €2,500 – €5,000
MRR: 500 – 1,500 €/month
Delivery: 1-2 weeks
KPI: First leads in 7 days, ROAS > 3× in 60 days
Included products:
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