HAOA Seguros

Problem

The brokerage ran its operation on spreadsheets and a phone WhatsApp account. Nobody knew where each lead came from, policy and invoice history was scattered across folders and email, and a client who wrote after hours waited until the next day.

What was built

• Lead-generation website with 20 pages and a blog, each one written for a real buyer search
• Corporate health plan calculator that estimates the price and captures the lead at the end
• In-house CRM with client book, policies, invoices, documents and tasks
• WhatsApp AI agent that queries the CRM database and answers policy, due date and invoice questions
• Human inbox inside the CRM, with the WhatsApp 24-hour window enforced on the server
• Source tracking: the lead reaches the CRM with landing page, campaign and referrer attached

Result

Website, CRM and agent in production, serving the operation every day. Result figure: [RESULTADO_PENDENTE]