Flow Builder
Builds the renewal schedule and quote follow-up as a visual flow: due-date notice X days ahead, installment reminder and resuming a stalled proposal, without relying on your memory.
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For brokerages and independent brokers
WhatsApp API for Insurance Brokers
You sell the policy once, but the relationship lasts all year: quotes that go quiet, renewals that expire without a warning, clients anxious about the status of a claim. When follow-up depends on your memory, renewal commission turns into churn. ZapZap puts every stage on WhatsApp automatically, with your whole book of business in a single number.
R$15per active number / month.Prepaid, with a welcome credit when you create the account, subject to the current campaign.
+74 thousand events per day+60 operations active operations in the Family
What holds you back today
A policy renewal expires with nobody warning the client, and the renewal commission walks out the door with them
A quote sent on WhatsApp that the client never answered and you forgot to follow up on
A client with an open claim asking for status every two hours while you wait on the insurer
Installment and payment slip due-date reminders you send one by one, in a rush, always forgetting someone
A proposal stuck for days with no follow-up because the schedule filled up with new clients
A personal number mixed in with the whole book of business, and the risk of a block in the middle of a renewal season
How it works with ZapZap
- 1
Client asks for a quote
The lead sends a message or arrives through the website form. The AI per instance qualifies the type of insurance (auto, life, home, business), collects the basic data and tags the contact so you can step in with the proposal ready.
- 2
Proposal and follow-up
The Flow Builder sends the quote and schedules the follow-up touches on its own: a reminder after 1 day, after 3 days and before the proposal expires. Anyone who didn't reply goes into the recovery Funnel without you noting anything down.
- 3
Due dates and renewal
Via webhook, your system or spreadsheet triggers the installment due-date notice and the policy renewal alert well in advance. The Marketer sends in batches to the entire book, respecting the interval between messages.
- 4
Claims and after-sales
During a claim, the client gets status updates automatically and the Secretary summarizes the day's conversations. After-sales and satisfaction surveys keep the book warm until the next renewal.
What to use
The features that matter here
The ZapZap modules that solve exactly the pain points of this scenario.
AI per instance
Receives quote requests at any hour, identifies the line of insurance, collects the risk data and answers simple questions about coverage before handing the qualified lead to the broker.
Marketer
Sends renewal notices, seasonal insurance campaigns (travel, harvest, business) and due-date reminders to your book in batches, with an interval between sends that reduces the risk of blocking.
Anti-block and warm-up
Warms the number up in a community before you send renewals to the entire book and spreads out the sends to reduce the risk of a ban at the monthly renewal peak.
Ready-made messages to adapt
Examples to get started. Personalize them with the customer's name and your business details.
Policy renewal schedule: automatic notices 30, 15 and 3 days before expiry, with a button for the client to confirm the renewal or request a coverage review
3-touch quote follow-up: proposal reminder after 1 day, 3 days and the day before it expires, with leads who didn't reply going into the recovery Funnel
Claim tracking: opening message, status updates and a document checklist, keeping the client informed without flooding your WhatsApp with chasers
Unofficial WhatsApp automation product. ZapZap API is not affiliated with, sponsored by or endorsed by Meta, WhatsApp or any insurer. Use must respect the WhatsApp Terms and the LGPD (Brazil's data protection law), sending only to contacts who consented to receive messages.
Frequently asked questions
Does the WhatsApp API for insurance brokers send renewal notices on its own?
Yes. You set up the schedule in the Flow Builder or connect your spreadsheet and management system by webhook. The due-date notice and the policy renewal alert go out automatically, with the lead time you define, and the Marketer sends in batches to the whole book respecting the interval between messages.
Can I integrate it with the brokerage's management system?
Yes. ZapZap exposes webhooks and a REST API per instance, so your multi-quote tool, CRM or spreadsheet can trigger quote, due-date and renewal messages and receive the client's replies back. All communication goes through ZapZap as an intermediary, so you don't deal with the WhatsApp layer directly.
How much does it cost and how is it billed?
R$15 per active number per month, on a prepaid model. There is no per-message charge, so you can send renewals and follow-ups to the entire book with no variable cost by volume. You also get a welcome credit when you create the account, subject to the current campaign.
Does using an unofficial number reduce the risk of a block during renewal season?
ZapZap works with unofficial instances and includes modules built for this: community warm-up, spread-out sends and an interval between messages reduce the risk of a ban when you send renewals to many clients at once. No tool removes the risk entirely, but a warmed-up number and spaced-out sends greatly reduce the chance of trouble at the monthly peak.
Can the AI answer insurance questions without me losing control?
The AI per instance is configured with your brokerage's context and handles the first contact: it identifies the line, collects the risk data and answers simple coverage questions. Topics that need technical analysis or closing it tags and hands over to you, so the broker decides what the AI answers and what stays with a human.
Start now
Create your account, connect a number in minutes and test the API with warm-up and anti-ban. R$15 per active number/month, prepaid, no lock-in.