Centralize your company’s communication channels in one place to organize your customer service. Use automation and gain operational efficiency in your business by evolving your ticket management.
More than 300 insurance companies trust Zenvia to transform and optimize their policyholders’ experience.
We have a complete solution that solves demands such as:
Automate customer service with AI, intelligent triage and automatic responses, reducing costs.
Automate campaigns and mass mailings, optimize brokers’ routines and improve support.
Have complete contact base management and send personalized communications in just a few clicks.
Offer fluid and personalized service with AI and multiple integrated digital channels.
Create the best possible experience for your policyholder with connected journeys from the moment of attraction to after-sales.
Promote insurance packages through multichannel blasts, sending personalized promotions and offers to a segmented customer base, according to profile, size and segment.
Automate the follow-up of customers who haven’t finalized the proposal, sending personalized reminders and incentives to resume contact and increase conversion.
Close more contracts and finalize insurance quotes with discounts and special offers for your leads.
Implement the automation of quotation and contract acceptance processes, facilitating the customer experience and speeding up the closing of deals efficiently.
Ensure an efficient overflow for human service, facilitating the search for information, quotes, applications and subscriptions, for more complete support.
Automate the sending of personalized proposals, signature links and documents, simplifying the contracting process and improving the customer experience.
Provide support for opening claims, clarifying doubts and guaranteeing a smooth customer experience.
Control the management of open claims tickets, categorizing requests and registering SLAs to ensure effective and agile service.
Track the entire service journey, reduce operational costs, minimize manual tasks, and ensure efficiency for your team.
Zenvia Customer Cloud is ready to revolutionize experiences in the insurance sector.
Innovate at all your insurance company’s points of contact. Have all the information available in just a few clicks and increase policyholder satisfaction.
Make sure your message reaches the channel your clients use most. Zenvia is the only one that offers 6 channel options to create integrated journeys, from the first contact to support service.
Create humanized chatbots, automate processes and generate important insights to personalize your communication with Generative AI. Let your team focus on more complex demands while Zenvia Customer Cloud works for you.
Everything your business needs to attract, serve, and retain more customers in a single solution.
Connect your favorite platforms and enhance your operation's potential by ensuring greater agility, productivity, and a better experience for your customers.
88%
of bot access came from WhatsApp
28%
reduction in human handover
55%
reduction in claim opening time
“The agile service provided by Zenvia through MAPFRE’s digital channels represents a significant shift in how clients and policyholders experience the insurance industry. The ability to access information, make requests, and call for assistance quickly and conveniently, anytime and anywhere, transforms the user experience.”
PatrĂcia Rossi
Head of CSC, Processes and Automation at MAPFRE
Read full case
Find out how Zenvia helps companies across different sectors.
Standard WhatsApp Business is a free app, limited to one device and without corporate traceability. For a regulated insurance company, it is inadequate.
Zenvia Customer Cloud supports multiple agents, integrates with Sistran, MAXProtect, and CRMs, and records the entire history for SUSEP and LGPD audits. It also enables the use of insurance chatbots with generative AI. For any operation beyond a small brokerage, the API is the correct regulatory path.
Yes, as long as the legal basis is correct for each purpose. Active policy renewal operates under “contract execution.” Cross-sell campaigns (offering home insurance to auto insurance customers, for example) require specific consent, which Zenvia collects and records with auditable opt-in.
There is also a functional 24/7 opt-out command, with immediate removal from campaigns, and segregation of sensitive data in separate encrypted flows.
Zenvia provides native connectors and documented APIs for the main systems in the industry: Sistran and MAXProtect (policy management), Tempo Assist and Europ Assistance (24h assistance), TOTVS and SAP (ERP), Salesforce Financial Services Cloud (CRM), and payment providers (Vindi, Pix ItaĂş/BB).
The integration is bidirectional and real-time, without unnecessarily replicating data. This meets LGPD data minimization requirements.
The standard Zenvia journey for insurance companies takes 30 to 45 days for the first production flow (quote or claim opening), with sandbox access available within 48 hours after kickoff.
Complete multi-line operations, including renewals and cross-sell, usually go live within 60 to 90 days. The timeline is similar to implementing a policy management module. Zenvia delivers pre-built flow blueprints for the insurance sector, reducing design time.
It depends on the business model. Zenvia supports two scenarios: (a) a single insurance company number with automatic routing to the broker responsible for the policyholder; (b) individual broker numbers aggregated into a unified inbox for the brokerage.
In both cases, the history is preserved for auditing, commissions, and service continuity, even when brokers change.
