Manage more policies with WhatsApp.
Organized.

The WhatsApp CRM for insurance brokerages.
AI qualifies leads and replies 24/7. Stop losing policies to unanswered messages.

Create free account Book a demo

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

Inbox · 12 unread
María García WA
How much is the team plan?
10:232
TS
Tech Solutions IG
We're very interested in your solution
9:471
RL
Retail López Email
Confirming the appointment for Tuesday at 11 AM
9:12
Carlos Fuentes WA
Thank you so much for the support 🙌
Yesterday
The problem

Sound familiar?

Your brokers talk with policyholders on WhatsApp from their personal phones. When one leaves, they take the book with them. Weekend messages get lost. You have no real visibility into your policy book. Scaling the team without losing quality feels impossible.

The solution

3 things that change everything

1

Shared multi-agent inbox

All your team WhatsApp in one panel. Each broker sees their own. You see everything. Auto-assignment of policyholders.

2

Policies kanban + templates

Drag by status: Quote · Signing · Active · Renewal. Professional templates for your sector and quick replies.

3

AI that qualifies and replies 24/7

It replies instantly, qualifies the lead and books the appointment. Your team steps in when the customer is ready.

Inbox · 12 unread
María García WA
How much is the team plan?
10:232
TS
Tech Solutions IG
We're very interested in your solution
9:471
RL
Retail López Email
Confirming the appointment for Tuesday at 11 AM
9:12
Carlos Fuentes WA
Thank you so much for the support 🙌
Yesterday
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.
WhatsApp · Sales AI
Lead Hi, I'm interested. Do you have availability this week?
ManyContacts AI Yes. What do you need, and by when?
Lead This week, if possible.
ManyContacts AI I'll book you in Thursday at 11. Shall I confirm?
Qualified lead · Appointment booked
Success story

Brokers managing policies on WhatsApp in a single panel. Before it was impossible to have visibility. Now we control the entire policy book.

— Sales Director, GarantiPRO
1 shared inbox
+45% response rate
< 4 min avg. response time
Pricing

Transparent. No surprises.

From 49 €/mo + 18 € per broker

Example: team of 8 brokers = 193 €/mo

  • 7-day free trial
  • No commitment
  • Migration included
  • Unlimited contacts and messages
Create free account

Frequently asked questions

Does it integrate with my insurance software (Applied Epic, AgencyZoom)?
Yes. ManyContacts integrates with the main software in your sector via API, Zapier or Make. If your system has an API, we can connect it.
Is it GDPR compliant?
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 a broker leaves the company?
Conversations and the policyholders book stay on the panel. You reassign conversations to another teammate with one click. Zero context loss.
How long does setup take?
Basic setup takes less than 1 hour. Our team supports you through the migration and onboarding process at no extra cost.
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 policies on WhatsApp

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

Create free account Book a demo