# CRM Seguros

> Cloud\-based CRM and brokerage management platform for Brazilian insurance brokers

## At a glance

| Field | Value |
| --- | --- |
| Category | Distribution & Sales |
| Type | Solutions Provider |
| Region | LATAM |
| Headquarters | Sao Paulo, Brazil |
| Stage | Established |
| Employees | 11-50 |
| Funding | Bootstrapped |

## Overview

CRM Seguros is a cloud-based CRM and brokerage management platform built specifically for insurance brokerages (corretoras de seguros) in Brazil, serving both P&C and life lines of business. Developed by AppMap Tech (Fullware), the platform is accessible via app.crmseguros.com.br and positions itself as the first CRM designed exclusively for the Brazilian insurance brokerage market.

The platform delivers end-to-end brokerage operations in a single SaaS environment: lead and opportunity management, policy lifecycle tracking, endorsements, claims, commission accounting, and AI-powered customer communication via WhatsApp. Brokers can generate simultaneous quotes across multiple carriers from within the platform, and the virtual agent module enables 24/7 automated customer service.

CRM Seguros counts 1,189 insurance brokerage firms and approximately 2,430 active users as of mid-2026. The company has a formal partnership with Sincor-SP, the Sao Paulo Insurance Brokers Association, which offers member discounts on the platform.

## Products & services

### CRM Core Platform

A lead and opportunity management system with customizable sales funnels, pipeline dashboards, client lifecycle tracking, and campaign management tools for insurance brokerages.

**Key features:**

- Customizable sales funnels and opportunity stages
- Interactive dashboards with KPI and sales analytics
- Client contact lifecycle management and history
- Campaign management and prospect tracking

*Target users:* Insurance brokers and sales teams managing policyholder relationships

### Policy & Commission Management

Full policy lifecycle tracking covering registration, endorsements, claims, premium control, renewal alerts, and commission reporting.

**Key features:**

- Policy registration and endorsement tracking
- Commission and premium control dashboards
- Automated renewal alerts
- Claims management workflow

*Target users:* Brokerage operations and back\-office staff

### WhatsApp Multi\-Agent Service

Multi-agent customer service integration via WhatsApp, enabling file and media sharing across service teams.

**Key features:**

- Multi\-agent WhatsApp inbox
- File and media sharing with clients
- Conversation routing and team assignment

*Target users:* Customer service teams at insurance brokerages

### Multi\-Carrier Quote Calculator

Simultaneous quote generation across multiple partner carriers from a single interface.

**Key features:**

- Integrated quotes from Liberty Seguros, Sompo Seguros, HDI Seguros, and Tokio Marine
- Side\-by\-side comparison of carrier options

*Target users:* Brokers generating new business quotes

### AI Virtual Agents

AI-powered virtual assistants for automated 24/7 customer communication with custom training capability.

**Key features:**

- 24/7 automated customer service
- Personalized AI training per brokerage
- Multi\-channel deployment

*Target users:* Brokerages seeking to automate routine client inquiries

### Financial Management

Cash flow management, cost center tracking, commission analytics, and financial reporting for brokerage operations.

**Key features:**

- Cash flow and cost center management
- Commission reporting and analytics
- Financial performance dashboards

*Target users:* Brokerage owners and finance staff

## Category & focus

- Subcategories: CRM, Agency Management, Brokerage Management
- Insurance verticals: P&C Personal, P&C Commercial, Life & Annuity
- Target customers: Brokers, Agents/Agencies

## Notable customers

- Liberty Seguros
- Sompo Seguros
- HDI Seguros
- Tokio Marine

## Links

- Website: <https://crmseguros.com.br>
- Directory profile: <https://insurtechlist.com/companies/crm-seguros/>
- Application: <https://app.crmseguros.com.br>

---

*Last updated: 2026\-07\-03*