Insurance 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 channels are centralized in one secure inbox, so you can spend less time managing conversations and more time protecting your clients.
Official WhatsApp Business Partner trusted by businesses worldwide
90 sec
Average pre-qualification time vs. 2-day manual review process
70%
Reduction in quote drop-offs with automated follow-ups
98%
open rate on WhatsApp vs. 20% for email
From inquiry to signed policy. Without the friction
Trengo brings lead intake, quote generation, and client communication into one place, so you respond faster, qualify better, and close policies without delays.
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
Trengo pulls CRM insights directly into your sidebar. Close deals faster by having policy limits, renewal dates, and past claims right in your inbox.
Bridge the sales-claims gap
Route conversations instantly between departments without the client ever repeating themselves.
Proactive renewals
Automatically send renewal reminders via WhatsApp or email 30 days before a policy expires with time-based triggers.
Qualify high-value quotes before they hit your inbox
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 and 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
Turn more inquiries into bound policies
See how insurance brokers and agencies use Trengo to respond to leads faster, collect client information without endless follow-ups, and close more policies without adding headcount.
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.
Stop chasing renewals and start closing policies
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.
Language
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