Sales ops · Production

Icatu Seguros deploys A.V.I. WhatsApp AI assistant to cut broker quotation time by 85%

The problem

Insurance brokers at Icatu relied on a desktop-only platform (Casa do Corretor) to generate quotations, requiring long form-filling and several minutes per quote — incompatible with mobile sales scenarios. Answering product questions on coverage limits, commissions, or missed payments required contacting Icatu's support team and sometimes waiting hours or half a day.

Workflow diagram · grounded in source

Broker sends WhatsApp message

trigger

“Brokers can simply type, speak, or send a photo of client information”

Generative AI interprets request

ai_action

“AVI interprets the sentence through generative AI, retrieves the necessary parameters, and calls the quotation API through n8n”

Multi-modal input processing

ai_action

“Audio messages are transcribed automatically, and brokers can send images of handwritten notes or client documents. AVI extracts the information and builds the quotation or answers the question accordingly”

n8n orchestrates API calls

integration

“n8n orchestrates the entire workflow: message interpretation, authentication, fallback handling, API calls, guardrails, and session management”

Quotation delivered to broker

output

“In about forty seconds, the broker receives a simulation, a PDF they can forward to the client, and the result is automatically saved to Casa do Corretor”

Reported outcome

Quotation time dropped by around 85 percent — from roughly five minutes to forty seconds — enabling brokers to quote during live client conversations.
AVI now serves more than 1,000 brokers daily and has reduced the operational load on Icatu's commercial support teams.

Reported metrics

Quotation time improvementaround 85 percent

New quotation timeroughly forty seconds

Previous quotation timefive minutes

Daily active brokersmore than 1,000

Show all 6 reported metrics

quotation time improvementaround 85 percent

new quotation timeroughly forty seconds

previous quotation timefive minutes

daily active brokersmore than 1,000

core workflow build timefour weeks

idea to production timeseven weeks

Reported stack

n8nOpenAIRedisCasa do CorretorWhatsApp

Source

https://n8n.io/case-studies/icatu-seguros/

Read source ↗

Frequently asked questions

What did this team achieve with this AI workflow?

Quotation time dropped by around 85 percent — from roughly five minutes to forty seconds — enabling brokers to quote during live client conversations.

What tools did this team use?

n8n, OpenAI, Redis, Casa do Corretor, WhatsApp.

What results were reported?

Quotation time improvement: around 85 percent; New quotation time: roughly forty seconds; Previous quotation time: five minutes; Daily active brokers: more than 1,000 (source-reported, not independently verified).

How is this sales ops AI workflow structured?

Broker sends WhatsApp message → Generative AI interprets request → Multi-modal input processing → n8n orchestrates API calls → Quotation delivered to broker.

Quotation time dropped by around 85 percent — from roughly five minutes to forty seconds — enabling brokers to quote during live client conversations.AVI now serves more than 1,000 brokers daily and has reduced the operational load on Icatu's commercial support teams.