# Saltodigital

> A quoting and CRM platform for independent insurance agents and brokers in Mexico\.

## At a glance

| Field | Value |
| --- | --- |
| Category | Distribution & Sales |
| Type | Solutions Provider |
| Region | LATAM |
| Headquarters | Queretaro, Mexico |
| Founded | 2020 |
| Stage | Startup |
| Employees | 11-50 |
| Funding | Bootstrapped |

## Overview

Saltodigital is a SaaS quoting and CRM platform for independent insurance agents and brokers in Mexico, covering auto and major medical (GMM) insurance. The company, legally SALTODIGITAL, S.A.P.I de C.V., is based in Queretaro and markets itself to agents who work directly with a carrier or through several agencies (promotorias).

The platform lets an agent enter a prospect's data once and compare quotes across multiple auto insurers, and separately across multiple major-medical insurers on variables such as deductible, coinsurance, and sum insured, instead of logging into each carrier's own portal. An integrated CRM handles prospecting, lead follow-up, client communication, and portfolio administration in the same system. The company has also offered agent-branded, white-label quoting portals built on its own infrastructure.

Saltodigital is a bootstrapped, privately financed company with 11-50 employees. No funding round, investor, or acquisition has been publicly reported.

## Products & services

### Multicotizador de Autos \(Auto Insurance Multi\-Quoter\)

Compares quotes from multiple auto insurers simultaneously from a single data entry, replacing the process of re-entering a prospect's information into each carrier's own quoting portal.

**Key features:**

- Multi\-carrier auto insurance quote comparison
- Single data entry shared across carriers
- Side\-by\-side quote comparison for the agent's client

*Target users:* Independent insurance agents and brokers

### Multicotizador de Gastos Medicos Mayores \(Major Medical Multi\-Quoter\)

A parallel multi-quoter for major medical expenses (GMM) insurance, comparing deductible, coinsurance, and sum-insured variables across multiple insurers at once.

**Key features:**

- Multi\-insurer major medical \(GMM\) quote comparison
- Side\-by\-side comparison of plan variables

*Target users:* Independent insurance agents and brokers

### CRM and Digital Sales Funnel

An integrated CRM for digital prospecting, lead follow-up, client communication, and policy portfolio (cartera) administration.

**Key features:**

- Lead and prospect tracking
- Client communication tools
- Policy portfolio administration

*Target users:* Independent insurance agents and brokers

### Agent White\-Label Portal

Lets subscribing agents run a branded quoting portal on Saltodigital's underlying platform infrastructure.

*Target users:* Independent insurance agents and brokers

## Category & focus

- Subcategories: Multi\-carrier rating/quoting, Agency CRM
- Insurance verticals: P&C Personal, Health
- Target customers: Agents/Agencies, Brokers

## Links

- Website: <http://www.saltodigital.mx/>
- Directory profile: <https://insurtechlist.com/companies/saltodigital/>
- Linkedin: <https://mx.linkedin.com/company/saltodigitalmarketing>
- Press/news: <https://revistasiniestro.com.mx/2021/10/05/un-salto-digital-para-simplificar-la-vida-cotidiana-de-los-agentes/>

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*Last updated: 2026\-08\-13*