Policy inquiry qualification
Capture product type, coverage interest, budget, family details, and urgency before advisor handoff.
Advisors spend less time qualifying from scratch.
Brixi for Insurance
Close more quotes. Renew more policies.
Insurance is a race between your follow-up speed and the next carrier in the comparison tab. Brixi's Aria AI agents respond to every quote inquiry and renewal reminder in under 3 seconds, Workflows automate multi-touch follow-up, and the unified CRM keeps every quote, claim, and policy event in one customer timeline.
<3s
AI response to every quote and renewal inquiry
+35%
higher policy close rate with instant follow-up
1 CRM
policyholder timeline across quote, claim, and renewal
One platform across every insurance channel
WebWhatsAppVoice callsEmail
CRM automation in practice
An insurance CRM for advisors, documents, quotes, and renewals
Track policy interest, eligibility, document status, quote follow-ups, advisor ownership, and renewal journeys from one record.
Document and quote follow-up
Missing documents, pending quotes, and underwriting stages create automated reminders and owner tasks.
Fewer deals stall between quote and policy issue.
Renewal and cross-sell workflows
Renewal windows, claim activity, and policy anniversaries trigger contextual follow-up sequences.
Books renew more reliably with less manual tracking.
Who it’s for
Built for every insurance sub-vertical
Same platform, tuned for how your specific segment sells, books and retains revenue.
01
Instant AI quote response
Instant AI quote response
Aria captures quote intent in seconds across voice, WhatsApp, and web — before the shopper compares with a competing carrier.
Where it hurts
- Insurance shoppers comparison-shop across 5 sites in 20 minutes. Without instant response, your CPL vanishes into competitors' pipelines.
What Brixi delivers
- Aria captures quote intent in seconds across voice, WhatsApp, and web — before the shopper compares with a competing carrier.
02
Multi
Multi-touch follow-up workflows
Behavior-triggered sequences rescue cold quotes, reactivate stalled renewals, and drive cross-sell conversations.
Where it hurts
- Policyholders forget renewal dates, and generic mass emails fail to rescue lapsed relationships. Revenue you already earned silently walks away.
What Brixi delivers
- Behavior-triggered sequences rescue cold quotes, reactivate stalled renewals, and drive cross-sell conversations.
03
Unified policyholder CRM
Unified policyholder CRM
One timeline per customer with every quote, claim, call, and policy event — shared across sales, service, and claims teams.
Where it hurts
- Agents burn time on status calls, basic coverage questions, and claim updates — pulling capacity from selling new policies.
What Brixi delivers
- One timeline per customer with every quote, claim, call, and policy event — shared across sales, service, and claims teams.
04
Claim triage & deflection
Claim triage & deflection
Aria handles routine status, coverage, and claim updates 24/7 — so agents focus on complex cases and new policy sales.
Where it hurts
- Insurance shoppers comparison-shop across 5 sites in 20 minutes. Without instant response, your CPL vanishes into competitors' pipelines.
What Brixi delivers
- Aria handles routine status, coverage, and claim updates 24/7 — so agents focus on complex cases and new policy sales.
How Brixi works for Insurance
Insurance follow-up, configured on a flexible CRM
These examples use Brixi primitives every team can configure: lead records, custom fields, conversations, tasks, routing, reminders, and buyer-intent signals.
AI conversation
Instant AI quote response
Aria captures quote intent in seconds across voice, WhatsApp, and web — before the shopper compares with a competing carrier. Brixi combines Aria voice and chat, Pulse buyer-intent intelligence, and workflow automation to run this without adding headcount — across Web, WhatsApp, Voice calls, Email.
- Aria captures quote intent in seconds across voice, WhatsApp, and web — before the shopper compares with a competing carrier.
- Native integration with HubSpot and Salesforce
- Win the first-response race on every quote inquiry
- Dashboards built for your team’s weekly review
Pipeline truth
Multi-touch follow-up workflows
Behavior-triggered sequences rescue cold quotes, reactivate stalled renewals, and drive cross-sell conversations. Brixi combines Aria voice and chat, Pulse buyer-intent intelligence, and workflow automation to run this without adding headcount — across Web, WhatsApp, Voice calls, Email.
- Behavior-triggered sequences rescue cold quotes, reactivate stalled renewals, and drive cross-sell conversations.
- Native integration with HubSpot and Salesforce
- Lift renewal rates with automated multi-touch reminders
- Dashboards built for your team’s weekly review
Lifecycle automation
Unified policyholder CRM
One timeline per customer with every quote, claim, call, and policy event — shared across sales, service, and claims teams. Brixi combines Aria voice and chat, Pulse buyer-intent intelligence, and workflow automation to run this without adding headcount — across Web, WhatsApp, Voice calls, Email.
- One timeline per customer with every quote, claim, call, and policy event — shared across sales, service, and claims teams.
- Native integration with HubSpot and Salesforce
- Free agents from claim triage to sell more policies
- Dashboards built for your team’s weekly review
Where revenue leaks today
What Insurance teams lose without Brixi
From first quote inquiry to renewed policy to cross-sell revenue: Brixi helps insurance teams protect CAC, close more quotes, lift renewal rates, and handle claim inquiries faster — without adding headcount.
01
Quote inquiries ghost before agents call back
Insurance shoppers comparison-shop across 5 sites in 20 minutes. Without instant response, your CPL vanishes into competitors' pipelines.
Brixi closes this leak
02
Renewals drop because reminders arrive too late
Policyholders forget renewal dates, and generic mass emails fail to rescue lapsed relationships. Revenue you already earned silently walks away.
Brixi closes this leak
03
Claim and support load kills agent capacity
Agents burn time on status calls, basic coverage questions, and claim updates — pulling capacity from selling new policies.
Brixi closes this leak
For every role on your team
Role-specific views on the same customer record
Brixi keeps the underlying record shared while each role sees the context, tasks, and next actions relevant to their work.
Head of Sales
Grow insurance revenue predictably
Pipeline visibility by stage, source and agent. Forecasts that actually match what closes.
Operations lead
Automate the repetitive 80%
Workflows take care of reminders, reschedules and document chases so ops focuses on exceptions.
Marketing head
Tie every campaign to booked revenue
UTM-tagged conversations, source attribution and cohort analytics across every channel.
CX & retention
Keep customers longer
Lifecycle nudges, sentiment detection, and retention playbooks tuned to your buyers.
The Brixi journey
How insurance teams use Brixi to grow policies
From quote inquiry to renewed policy — Aria responds instantly, Workflows drive multi-touch follow-up, Pulse flags cross-sell opportunities, and the unified CRM keeps every conversation in one policyholder timeline.
Step 1
01Quote (Aria)
Aria answers quote questions, captures policy details, and routes serious buyers to agents with full context in under 3 seconds.
Step 2
02Close (Workflows)
Multi-touch follow-up across voice, WhatsApp, and email recovers cold quotes before they expire.
Step 3
03Renew (Automation)
Automated renewal reminders start 60 days out with personalised offers and human escalation where needed.
Step 4
04Expand (Pulse)
Pulse flags cross-sell moments — adding auto to home, health to life — based on real policyholder behavior and life events.
AI + CRM at work
AI response, intent signals, CRM, and workflows in one motion
Brixi does not require a separate vertical product to be useful. Teams configure the same CRM, channels, and workflow layer around their own lead stages and operating rules.
AI
Aria insurance agent
AI voice and chat agent trained for insurance conversations — quotes, coverage, claim status, and renewals.
Captures quote intent and handles routine questions 24/7.
Automation
Quote, renewal & claim workflows
Multi-touch follow-up sequences for quote close, renewal reminders, and claim status updates.
Protects CPL and lifts policyholder lifetime value.
CRM
Unified policyholder CRM
One customer timeline across quotes, policies, claims, payments, and support calls.
Cuts handoff friction and surfaces cross-sell moments.
Intelligence
Pulse policy-intent intelligence
Detects cross-sell readiness, renewal risk, and claim urgency from real policyholder behavior.
Triggers the next revenue action on every customer.
Numbers that move
What changes when Brixi goes live
Typical results within 60 days of rollout for insurance teams.
First-response time
Before
Hours
With Brixi
< 5s
Lead → meeting conversion
Before
Industry avg
With Brixi
↑ 2.1×
Agent hours saved / week
Before
—
With Brixi
24+ hrs
Dormant reactivation
Before
< 8%
With Brixi
22%
Compliance-ready
AI that your auditor can read
Every conversation, consent and approval is logged — so you never trade speed for oversight.
Consent-first messaging
Granular opt-in capture and one-tap opt-out across every outbound channel.
Audit logs on every interaction
Immutable logs for every AI conversation, with PII redaction on stored transcripts.
Role-based access
Tenant-scoped access so teams only see the pipelines and data they are authorised for.
Data residency options
Regional hosting (India, UAE, EU, North America) with tenant isolation.
Core capabilities
Everything Insurance teams need in one platform
Instant AI quote response
Aria captures quote intent in seconds across voice, WhatsApp, and web — before the shopper compares with a competing carrier.
Multi-touch follow-up workflows
Behavior-triggered sequences rescue cold quotes, reactivate stalled renewals, and drive cross-sell conversations.
Unified policyholder CRM
One timeline per customer with every quote, claim, call, and policy event — shared across sales, service, and claims teams.
Claim triage & deflection
Aria handles routine status, coverage, and claim updates 24/7 — so agents focus on complex cases and new policy sales.
Works with your stack
Connect Brixi to the tools you already use
HubSpot
Salesforce
ZohoCalendlyStripeDocuSignReal use cases
What teams ship with Brixi on day one
1
Close quotes before competitors respond
When a shopper requests a quote, Aria captures details and launches a multi-touch close sequence while the competitor's agent is still in a meeting.
2
Rescue expiring renewals
Automated 60-day and 30-day renewal reminders across voice and WhatsApp save policies that would otherwise lapse silently.
3
Cross-sell on real life events
Pulse detects a policyholder buying a new car and auto-launches a personalised auto insurance quote flow at the right moment.
Frequently asked
Answers before you ask
How fast can we launch Brixi for insurance?+
Most teams go live in 2–3 weeks. Complex integrations add another 1–2 weeks.
Does Brixi replace our existing CRM?+
Brixi can replace or complement your CRM. We integrate with HubSpot, Salesforce, Zoho and more.
Can Aria handle conversations in our customers’ languages?+
Yes. Aria supports 20+ languages with mid-conversation language switching.
What does pricing look like?+
Brixi is priced per team seat and conversation volume. Book a demo for a tailored quote.
Ready to grow revenue?
See Brixi working for your insurance team.
Book a 30-minute demo. We’ll map Brixi’s AI agents, CRM and workflows to your exact channels, team structure and revenue goals.
Trusted by revenue teams across 4+ channels.