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Weenova

AI-augmented CRM for insurance brokers

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Overview

Weenova is an AI-augmented CRM platform for independent insurance brokers in France, combining broker-specific client and policy management with a suite of automated back-office agents. The platform targets P&C brokerages handling both individual and business portfolios.

The core CRM tracks client portfolios, contracts, commissions, and claims, and generates DDA-compliant advice documentation (duty-of-advice records, entry-into-relationship disclosures, search mandates) with timestamps, verifying a broker's ORIAS registration number against the regulator's own web service. Around this CRM sit 14 named AI agents that automate discrete back-office functions - inbound call handling, email and calendar triage, LinkedIn prospecting, accounting, claims intake, and SEO content - each scoped to one task, with human validation required before sensitive or outbound actions. The platform is delivered as SaaS, hosted on Supabase (EU, Paris region) with a Netlify front end, and exposes a Model Context Protocol server for external agent integrations.

Weenova has one published customer case study to date and describes its own customer base as early-stage. The company has not disclosed external funding and offers tiered subscription pricing starting at EUR 99 per month.

Products & Services

Weenova CRM

Broker-specific CRM covering individual and business client portfolios, insurance contracts, commissions, and the claims pipeline. Generates and archives DDA regulatory-compliance documents with timestamps and field snapshots, and auto-verifies a broker's ORIAS registration number via the regulator's official web service. Supports e-signature through a DocuSign integration and isolates each broker's data at the database level.

Key Features

  • Client portfolio management for individuals and businesses
  • Contract, commission, and claims-pipeline tracking
  • Automated DDA-compliance document generation and archiving
  • ORIAS registration verification

Target Users: Independent insurance brokers and brokerage back-office staff

AI Agent Suite

14 named AI agents, each scoped to one broker back-office function: 24/7 inbound call handling and lead qualification, email and calendar triage, LinkedIn prospecting, SEO and content, accounting and invoicing, regulatory-compliance monitoring, and claims-handling assistance. Agents that take outbound or sensitive actions require human validation before execution.

Key Features

  • 24/7 AI phone answering with call qualification and a structured recap by email and messaging apps
  • Automated email, LinkedIn, and content workflows
  • Accounting, invoicing, and bank-reconciliation automation
  • Regulatory monitoring across DDA, DORA, ACPR, ORIAS, and GDPR requirements

Target Users: Independent insurance brokerages automating back-office operations

Weenova Cowork (MCP server)

An authenticated Model Context Protocol server exposing tools scoped to LinkedIn-prospecting synchronization, for integration with external AI agents. Also publishes an A2A agent card and an Agent Skills index. Weenova does not publish a general REST API or OpenAPI specification for the core CRM.

Key Features

  • MCP server with prospecting-sync tools: session management, prospect logging, meeting logging, status updates
  • A2A agent card and Agent Skills index for external agent discovery

Target Users: Developers integrating external agents with Weenova's LinkedIn-prospecting workflow