sales_ops · workflow
Icatu Seguros deploys A.V.I. WhatsApp AI assistant to cut broker quotation time by 85%
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.
How it works
Common implementation structure
How this type of workflow is generally built, generalized across documented cases — not tied to any one vendor's stack. Click any stage to read what happens there. Specific products that implement these stages appear in “Tools commonly seen” below.
Stage 1 · Broker sends WhatsApp message
A broker types, speaks, or sends a photo of client information in WhatsApp to start a quotation or product query.
Tools used
n8nOpenAIRedisCasa do Corretor
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.
Results
Time savedaround 85 percent
Volumemore than 1,000
Grounding & classification
Source type: vendor customer story
33 fields verified against source quotes.
agentic workflowconversational aidata extractiondocument aispeech to textchat transcriptfailure mode describedmetric backednamed customerproduction runtime claimedproduction verifiedtools describedvendor confirmedworkflow describedinsurancecycle time reductionemployee productivitythroughput increasevendor customer storycustomer supportsales opsautonomous resolutioninbox to system