Brokers & Agencies

One inbox for every insurance claim, quote, and renewal

Trengo empowers insurance brokers and agencies to streamline operational tasks and leverage automations. Client claims, document sharing, and quote requests from all your channels in one secure inbox, so you can spend less time managing your inbox and more time protecting your clients.
Official WhatsApp Business Partner trusted by businesses worldwide
I can recommend a flowbot to anyone, it provides more insight into customer demand and therefore better support.

70%

Policy renewals automated

3 min

Average quote response time

90%

Client retention rate with proactive reminders

From initial inquiry to lifetime loyalty

Modern car buyers expect instant responses on WhatsApp, not email chains or phone tag. Trengo unifies your showroom and service center to manage every lead, test drive, and service appointment in one place.
Automate Your First Response
Use AI to instantly qualify leads and verify policy types the moment an inquiry hits.
Own the Full Policy History
Eliminate "siloed" conversations and ensure your entire agency has a 360-degree view of the risk and relationship.
Quote with Complete Context
Close deals faster by having policy limits, renewal dates, and past claims right where you chat.
Bridge the Sales-Claims Gap
Whether it’s a new lead or an urgent claim, ensure the right specialist is always the one answering.
Proactive Renewals
Set time-sensitive triggers to automatically send renewal reminders via WhatsApp or Email 30 days before a policy expires.

Qualify High-Value Quotes Before They Hit Your Inbox

Stop spending your morning filtering through low-intent inquiries. Trengo’s AI qualifies every prospect on WhatsApp or Email, ensuring your agents only spend time on the premiums that matter.
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Automate Proactive Renewals & Retention

Don't wait for your clients to shop around. Use time-sensitive triggers to automate the renewal cycle, reducing lapsed policies and manual administrative chasing.
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Advise Clients with Complete Policy Context

Stop toggling between your CRM and your inbox. See every policy detail, claim history, and household relationship directly alongside your chat window.
Use the Whatsapp API to send messages

Experience Trengo

See how you can reach and service leads and customers better with an AI-first omnichannel Inbox.

Sync your policy data and modernize your claims desk

Trengo connects directly with your CRM, AMS, and quoting engines, pulling live policy limits and claim histories into your inbox. Empower your agents to provide expert advice without ever leaving the conversation.
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Stop chasing renewals and start closing policies

Scale your agency without adding more admin. From instant WhatsApp lead qualification to automated renewal triggers, Trengo gives your team the tools to protect your book of business and capture every new premium on autopilot.