AI-powered credit automation for cooperatives
Multi-quote hub with 35+ insurers
POS and field team management
White label digital credit app
White label insurance platform
Plugin hub for financial automation
Receivables and billing management
Sales force and field teams
Commercial flow automation
Data backup and security
Credit and insurance management solutions
Infrastructure to scale operations
Solutions for banks and FIs
Brokers and advisory firms
Complete group management
Collateral management and assignments
Industrial credit and insurance
Wholesale and distribution solutions
Field team control
Discover our companies and solutions
AI-powered credit automation, bureau integration, and rules engine for cooperatives.
Integration hub with 35+ insurers for multi-quote and policy management.
Banking correspondent management, POS and field teams across Brazil.
Tailored software development for financial institutions, credit unions, and fintechs.
Ready-to-use white label platforms
White label digital credit app for your members and clients.
White label platform for insurance offering and management.
Plugin hub to assist in financial automation and decision-making.
Solutions for management and commercial automation
Automated receivables management and billing.
Sales force and external team management.
Commercial flow and process automation.
Enterprise data backup and security.
Specialized solutions for the financial market
Complete solutions for credit, insurance, and consortium management in cooperatives.
Technology infrastructure for fintechs looking to scale their operations.
Robust solutions for large banks and financial institutions.
Multi-quote hub and complete management for brokers and advisory firms.
Complete management of groups, contemplations, and quota sales.
Collateral management, assignor analysis, and CVM compliance.
Solutions for other economic sectors
Credit and insurance solutions for the industrial sector.
Credit and insurance management for distributors and wholesalers.
Control of external teams, salespeople, and field promoters.
A strategic multi-quote and insurance management solution that enables more accurate decision-making. Complete CRM, self-contracting, and direct integration with insurers.
The MyInsurance platform is not an insurance brokerage - it is designed for distribution channels. A strategic solution that enables your brokerage firm to make more accurate and informed decisions about policy management.
Advanced multi-quote and management resources to enhance your operational efficiency
Asynchronous quotes from multiple insurers at the same time. The bot connects to various insurers ensuring speed and accuracy.
Complete back-office for policy management. Expiration alerts, automatic renewal, and full client history.
Your clients can quote, contract, and sign insurance simply and intuitively, with just a few clicks via app or portal.
Channel integration via phone and WhatsApp. Centralize quotes, communication, and follow-up on a single platform.
Platform and app customized with your brand identity. Your policyholders access with your logo and colors.
Real-time analytics with charts and TVs. Monitoring of insurance payments and policy claims.
Common brokerage challenges that our platform completely eliminates
Brokers spend over 30 minutes per quote accessing multiple insurer websites, filling repetitive forms, and compiling results manually.
A single form generates simultaneous quotes across all integrated insurers, reducing quote time by up to 91% with results in under 2 minutes.
Delays in presenting quotes result in losing clients to digital brokerages and more agile competitors who respond in real time.
Respond to clients instantly with complete quotes. Self-contracting allows clients to quote and close 100% digitally, competing with any platform.
Repeated data entry across different systems causes errors, rework, and inconsistencies that compromise quote and proposal accuracy.
Data entered once feeds the entire system. Webservice integration eliminates re-entry and proposals can be finalized automatically.
Information scattered across spreadsheets and disconnected systems makes it difficult to track renewals, payments, and team performance.
Complete panels with charts and TVs for tracking production, expirations, claims, and goals. Everything centralized on a single platform.
The MyInsurance platform is not an insurance brokerage - it is designed for insurance distribution channels
Strategic solution for brokerages looking to optimize multi-quoting, renewal management, and customer service.
Software for credit unions with financial automation and robust integration for offering insurance to members.
Multichannel platform for companies distributing insurance that need centralized and efficient management.
The app brings together multiple insurers and operates across the most diverse forms of insurance on the market
From quote to contracting in a few steps
Client enters data and the multi-quote searches across multiple insurers simultaneously.
Presentation of the best offers with prices, coverages, and benefits side by side.
Client chooses and contracts 100% digitally with integrated electronic signature.
Policy available in the app with expiration alerts and automatic renewal.
The app was developed with the customer in mind, allowing them with just a few clicks to make a quote, contract, and sign, simply and intuitively. Your policyholders have access to all offered insurance products.
All policies at your fingertips
Quote and contract in a few clicks
Alerts and automatic renewal
Filing and tracking
We develop 100% of integrations directly with Insurers, extracting maximum information. In addition to using Native API, we offer an external API for connecting to legacy services. The tool is flexible and adapts to whatever workflows the brokerage wishes to implement.
Optimize insurance management, maximizing results with efficiency
Simultaneous and asynchronous quotes in seconds. Reduce quote time by up to 80% with multi-quote.
Self-contracting and automatic renewal increase conversion and client retention.
Real-time dashboards with payment monitoring, claims tracking, and team performance.
Get your questions answered about the MyInsurance platform
No. The MyInsurance platform is not an insurance brokerage. It is designed for insurance distribution channels, offering multi-quote, CRM, and policy management tools.
The system performs simultaneous and asynchronous quotes across multiple insurers at the same time. The bot connects directly to insurers, ensuring speed and accuracy in quotes.
Yes. The platform offers a complete White Label model. The app and portal are customized with your brand identity, including logo, colors, and custom layout.
Yes. In addition to using Native API with insurers, we offer an external API for connecting to legacy services. The tool is flexible and adapts to the brokerage's workflows.
The app brings together multiple insurers and operates across the most diverse forms of insurance on the market: auto, home, life, health, travel, business, and other lines.
Discover the platform that will transform your distribution channels with multi-quote and integrated CRM.
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