The AI agent on WhatsApp for insurance brokers

It collects the ages, the dependants and the paperwork. You join the conversation only when it's time to close the quote.

Tui

Tui

Online

A corporate health plan quote request came in. Can you collect the details?
Collected ✅ XYZ Ltd: 12 lives (ages 28–54), active registration, currently with Amil and looking to cut cost. Everything you need to quote.
Who received a proposal and hasn't replied?
4 proposals stalled, 2 for more than 5 days. Automatic follow-up sent to Julia and Mr. Antônio yesterday. Julia replied that she decides Friday.
Log this sale in the commissions sheet: XYZ plan, R$ 2,400/year
Logged in Google Sheets ✅ Estimated commission recorded. Month to date: R$ 8,150.
Message...

Every insurance or health plan quote starts with the same interrogation: age of each life, dependants, tax ID, co-payment or not. It's repetitive work that eats hours. And the lead cools while you're getting started.

Tui does that collection immediately, over WhatsApp, the moment the lead arrives. By the time you pick up the conversation, the details are organized and ready for you to build the quote. And if the client goes quiet after receiving the proposal, Tui follows up.

How it works

  1. 1

    Configure what your quote needs, per product type: health, auto, life, corporate.

  2. 2

    Tui talks to the lead on WhatsApp and collects everything, with infinite patience.

  3. 3

    You get the organized summary, build the quote, and Tui tracks the client's response.

What you can do with it

  • Automatic collection of quote details over WhatsApp
  • Automatic follow-up on proposals with no reply
  • Renewal tracking with reminders well in advance
  • Commission and production sheets kept current by message

Frequently asked questions

Does Tui build the quote?

Tui collects and organizes the details; quoting with the carriers and recommending a product stay with you. It removes the repetitive part, it doesn't replace the broker.

Which types of insurance does it work for?

You configure the collection flows per product: health, dental, life, auto, corporate — each with the questions your quote requires.

What happens to clients' sensitive data?

The collected data lives in your systems (your CRM, your spreadsheets) and is handled in line with Brazil's LGPD. Tui accesses them through official APIs with your authorization.

Does Tui remember renewals?

Yes. It schedules automatic renewal reminders and can start the conversation with the client as far ahead as you choose.

Your business, run from WhatsApp

Connect the systems you already use. No new app.