Last updated: 2026-10-12
WhatsApp CRM for insurance brokers
Insurance sales involve many steps: understanding the profile, sending quotes, collecting documents and following up until the policy is signed. On WhatsApp alone, those steps get lost.
A pipeline for policies
Stages like Lead → Profile collected → Quote sent → Documents → Signed → Renewal make each policy visible. Recording the premium as the deal value shows expected revenue and closing rate per broker.
Less manual work
- Flows that collect the basic profile (age, city, number of people) before a broker joins.
- Quick replies with the list of documents needed.
- Scheduled reminders for renewals months ahead.
- Broadcasts with approved templates to reconnect with past customers.
Team visibility
Managers see response times, conversion and sales per broker, and can reassign leads when someone is overloaded or offline.
Frequently asked questions
Can I keep customer documents in Veylo?
Files sent in the conversation stay in the history. For long-term document storage, use the system your compliance rules require.
Run your WhatsApp sales in one place
Plans from US$ 297 / € 297 per month. Cancel anytime.
See pricing