Conversational platform for sales teams with integrated agents

Insurhub is a platform designed for insurance producers, brokers and organizers, focused on optimizing operational management and strengthening client relationships. The team faced a critical problem: client communication was handled manually through WhatsApp, without traceability or structure, using external spreadsheets for tracking. This created lost leads, slower response times and low operational efficiency.

We designed and developed a conversational module integrated into Insurhub, centralizing and managing all client interactions in a single system. The platform combines automated service through AI agents with human intervention, supports real-time conversation management from a unified inbox, automates replies, guides quoting processes, routes conversations to operators, captures key contact information and maintains full traceability of interactions, states and actions. The system was designed as an extensible layer within the product, respecting the existing architecture.