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CRM Seguros

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

Distribution & Sales Established Bootstrapped
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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

At a Glance

Headquarters
Sao Paulo, Brazil
Employees
11-50
Funding
Bootstrapped

Category & Focus

Category
Distribution & Sales
Subcategories
CRM Agency Management Brokerage Management
Insurance Verticals
P&C Personal P&C Commercial Life & Annuity
Target Customers
Brokers, Agents/Agencies

Customers

  • Liberty Seguros
  • Sompo Seguros
  • HDI Seguros
  • Tokio Marine

Links

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Last updated: 2026-07-03