Turn WhatsApp into your highest-converting sales channel.
BrokerPilot helps insurance brokers automate renewals, detect churn before it happens, and close more deals — all through the conversations you're already having.
Every broker is bleeding revenue they don't know about.
You're losing clients silently
Policies lapse, birthdays pass, no one follows up. Churn happens in silence.
WhatsApp is a black hole
Messages go out, replies come in, nothing is tracked. No pipeline, no history, no data.
Manual outreach doesn't scale
You can't personally message 500 clients about renewals every quarter.
Everything a modern broker needs, in one Pilot.
Send the right message, at exactly the right time.
Build WhatsApp campaigns with pre-approved templates, smart segmentation, and AI-optimized send windows.
AI reads every reply so you don't have to.
Analyzes incoming messages, classifies sentiment, auto-responds or surfaces drafted replies for approval.
Every reply is a signal. BrokerPilot reads them all.
Detects life events, flags coverage gaps, surfaces upsell opportunities from the conversations you're already having.
WhatsApp windows close. BrokerPilot tells you when.
Tracks 24-hour messaging windows, surfaces expiring conversations, and prioritizes your inbox so nothing slips through.
From zero to automated in one afternoon.
- 01
Connect your WhatsApp Business account
Link your official WhatsApp Business API in minutes. We handle the Meta approval process.
- 02
Import your client book & set up segments
Upload your client data, tag by policy type, renewal date, and risk profile.
- 03
Launch campaigns and let AI handle the follow-ups
Send your first campaign, review AI drafts, and watch your pipeline fill up.
Frequently asked questions
Who is BrokerPilot for?
Insurance brokers who already talk to their clients on WhatsApp and want renewals, follow-ups and new opportunities handled without messaging every client by hand.
Which WhatsApp account does BrokerPilot use?
Your official WhatsApp Business API account. Connecting it takes minutes and we handle the Meta approval process. Campaigns are sent with pre-approved templates, to segments you define.
Does the AI reply to clients on its own?
BrokerPilot reads every incoming message and classifies its sentiment. It can answer automatically, or surface a drafted reply for you to approve before it is sent.
What opportunities does BrokerPilot detect?
Life events and coverage gaps mentioned in conversations, such as a new vehicle, a pregnancy or a home purchase, surfaced as upsell opportunities for the right line of cover.
How does it handle the WhatsApp 24-hour window?
It tracks the 24-hour messaging window of every conversation, shows the ones about to close and prioritises your inbox so that no reply slips through.
How long does setup take?
One afternoon: connect your WhatsApp Business account, import your client book and tag it by policy type, renewal date and risk profile, then launch your first campaign and review the AI drafts.
Related
Stop chasing. Start closing.
Join the brokers using BrokerPilot to run a smarter, leaner, more profitable book.