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
Who it’s for
Same platform, tuned for how your specific segment sells, books and retains revenue.
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
What Brixi delivers
Multi-touch follow-up workflows
Behavior-triggered sequences rescue cold quotes, reactivate stalled renewals, and drive cross-sell conversations.
Where it hurts
What Brixi delivers
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
What Brixi delivers
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
What Brixi delivers
How Brixi works for Insurance
AI conversation
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.
Pipeline truth
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.
Lifecycle automation
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.
Where revenue leaks today
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.
Insurance shoppers comparison-shop across 5 sites in 20 minutes. Without instant response, your CPL vanishes into competitors' pipelines.
Policyholders forget renewal dates, and generic mass emails fail to rescue lapsed relationships. Revenue you already earned silently walks away.
Agents burn time on status calls, basic coverage questions, and claim updates — pulling capacity from selling new policies.
For every role on your team
Brixi gives every team the view they need, without forcing them into someone else’s workflow.
Head of Sales
Pipeline visibility by stage, source and agent. Forecasts that actually match what closes.
Operations lead
Workflows take care of reminders, reschedules and document chases so ops focuses on exceptions.
Marketing head
UTM-tagged conversations, source attribution and cohort analytics across every channel.
CX & retention
Lifecycle nudges, sentiment detection, and retention playbooks tuned to your buyers.
The Brixi journey
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
01Aria answers quote questions, captures policy details, and routes serious buyers to agents with full context in under 3 seconds.
Step 2
02Multi-touch follow-up across voice, WhatsApp, and email recovers cold quotes before they expire.
Step 3
03Automated renewal reminders start 60 days out with personalised offers and human escalation where needed.
Step 4
04Pulse flags cross-sell moments — adding auto to home, health to life — based on real policyholder behavior and life events.
AI + CRM at work
Four products, one platform. Working together in ways that wouldn’t be possible if you stitched them from point tools.
AI voice and chat agent trained for insurance conversations — quotes, coverage, claim status, and renewals.
Captures quote intent and handles routine questions 24/7.
Multi-touch follow-up sequences for quote close, renewal reminders, and claim status updates.
Protects CPL and lifts policyholder lifetime value.
One customer timeline across quotes, policies, claims, payments, and support calls.
Cuts handoff friction and surfaces cross-sell moments.
Detects cross-sell readiness, renewal risk, and claim urgency from real policyholder behavior.
Triggers the next revenue action on every customer.
Numbers that move
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
Every conversation, consent and approval is logged — so you never trade speed for oversight.
Granular opt-in capture and one-tap opt-out across every outbound channel.
Immutable logs for every AI conversation, with PII redaction on stored transcripts.
Tenant-scoped access so teams only see the pipelines and data they are authorised for.
Regional hosting (India, UAE, EU, North America) with tenant isolation.
Core capabilities
Aria captures quote intent in seconds across voice, WhatsApp, and web — before the shopper compares with a competing carrier.
Behavior-triggered sequences rescue cold quotes, reactivate stalled renewals, and drive cross-sell conversations.
One timeline per customer with every quote, claim, call, and policy event — shared across sales, service, and claims teams.
Aria handles routine status, coverage, and claim updates 24/7 — so agents focus on complex cases and new policy sales.
Works with your stack
Real use cases
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.
Automated 60-day and 30-day renewal reminders across voice and WhatsApp save policies that would otherwise lapse silently.
Pulse detects a policyholder buying a new car and auto-launches a personalised auto insurance quote flow at the right moment.
Frequently asked
Most teams go live in 2–3 weeks. Complex integrations add another 1–2 weeks.
Brixi can replace or complement your CRM. We integrate with HubSpot, Salesforce, Zoho and more.
Yes. Aria supports 20+ languages with mid-conversation language switching.
Brixi is priced per team seat and conversation volume. Book a demo for a tailored quote.
Ready to grow revenue?
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.