AI CRM for insurance brokers and agents
So no quote request or renewal notice goes unanswered. Vendrava answers, pre-qualifies the line of business, and books with your human agent, who always stays in control.
The insurance and brokerage challenge
How Vendrava helps
Vendrava answers inbound requests by voice and WhatsApp and also runs cold calls for renewals and new policies, behaving like a sales advisor trained in your brokerage: it learns your lines of business, your qualifying questions, and the sector's common objections. It pre-qualifies the insurance type, profile, and urgency, then books the conversation with your human agent. The AI never gives binding financial advice or closes policies on its own: it informs, captures consent, and discloses that it's an AI assistant, leaving the recommendation and the signature with the professional.
Recommended flow
Use cases
Possible automations
Typical impact
Frequently asked questions
Does Vendrava's AI advise on which policy to buy?+
No. Vendrava shares general information, pre-qualifies the request, and books with your human agent, but it never gives binding financial advice or closes policies on its own. The recommendation and the signature always belong to the professional.
Does it sound like a generic bot or like someone from my brokerage?+
It behaves like a sales advisor trained in your business: it learns your lines, your qualifying questions, and the sector's common objections, so the conversation feels like your own rather than a generic bot.
Can it make cold calls for renewals and new policies?+
Yes. Vendrava combines inbound and outbound, including high-volume cold calls for renewals and acquisition, respecting each country's do-not-call registries and the client's contact preferences.
How are consent and data protection handled?+
Disclosing that it's an AI assistant, capturing consent, and keeping humans in control are part of the process, not a legal footnote. Vendrava records these steps within a system built to meet the data protection rules that apply in each market.
Does it work for brokerages handling multiple lines and carriers?+
Yes. Requests are pre-qualified and routed to the right agent or line, while quote, renewal, and cross-sell follow-up stays centralized in one CRM.
So no quote or renewal goes unanswered
Try Vendrava and see how to pre-qualify requests, retain renewals, and book with your team, keeping human control and consent at every step.