Insurance broker
An insurance contract is won twice: at signing, and at every renewal.
Fiitsa qualifies your prospects question by question (vehicle, usage, history), centralizes their documents inside WhatsApp and flags every expiry date before a competitor calls your client. Your portfolio grows, and above all, it stays yours.
Try free for 14 daysPage verified on 22-07-2026
You know these struggles
Quote requests impossible to price
"How much to insure my car?" Which car? What year? What usage? Without those answers you can't quote anything, and every request takes three back-and-forths before you even consult the insurers.
Renewals slipping through your fingers
Your client's policy expires on the 15th. You noted it... somewhere. On the 20th, you learn he renewed elsewhere because another broker called him on the 10th. A year of commission gone for one missed reminder.
Vehicle registrations and IDs scattered everywhere
The vehicle registration is in one WhatsApp chat, the ID in another, the old certificate in a blurry photo somewhere. On every subscription, you spend more time gathering documents than negotiating the rate.
A trust business... facing a lot of distrust
Between fake certificates in circulation and badly settled claims, the client distrusts everyone, including you. Without a professional journey, written comparisons and official receipts, it's hard to prove you play in a different league.
What Fiitsa changes for you
Qualification by insurance type
Formulaires WhatsApp →Auto, health, home, travel: each type triggers its own questionnaire. For auto: make, model, year, personal or professional use, claims history. The prospect reaches you ready to quote, no interrogation needed.
Automatic renewal reminders
Automatisation →30 days before expiry, your client gets a message: his policy is ending soon, would he like a fresh comparison? You get there before the competition every time, without maintaining a single Excel sheet of dates.
A client portfolio that's finally structured
CRM →Every client with his policies, vehicles, documents, expiry dates and conversation history. When he calls about a claim or a second vehicle, his whole file opens in front of you within two seconds.
Clean comparisons that close deals
Documents IA →Three insurers, three prices, the coverages next to each rate: your comparison goes out as a sharp document with your logo. The client understands what he's paying and why, and a client who understands signs faster.
An AI assistant for first-line questions
Assistants IA WhatsApp →"Is auto insurance mandatory?" "What documents do I need?" "Do you cover motorbikes?" The assistant answers correctly, starts qualification, and hands you the prospect once the file is ready. Your line frees up for negotiations.
Your customer's journey, for real
- 1
The prospect writes in from your ad or a referral. First choice: auto, health, home or travel insurance.
- 2
For auto, the questionnaire runs through: make and model, year, personal or professional use, past claims, desired coverage level.
- 3
He sends photos of his vehicle registration and ID, right in the conversation. Everything is filed in his client record.
- 4
He receives your comparison: three insurers, annual prices in FCFA and detailed coverages side by side, with your recommendation.
- 5
He picks his plan, pays with Orange Money, MTN MoMo or Wave, and receives confirmation, then his certificate as soon as it's issued.
- 6
Eleven months later, an automatic reminder: his policy expires in 30 days, a fresh comparison awaits. He renews with you, not with the competitor who called too late.
Frequently asked questions
What documents should I request for an auto insurance quote?
Typically: the vehicle registration, the subscriber's ID, and the previous certificate if he was already insured. Your WhatsApp questionnaire requests them automatically at the right moment, as photos. The file arrives complete, you quote on the first pass, and the prospect feels he's dealing with an organized professional.
Does going through a broker cost the client more?
No, and it's the number one objection to defuse. The broker is paid by the insurer, the client pays the same rate as going direct, with the bonus of someone comparing for him and backing him up when a claim comes. Put that answer in your AI assistant: it will come up twenty times a week and convert on your behalf.
How fast does my client receive his certificate?
As soon as the insurer issues it, you send it to his WhatsApp: often the same day for standard auto coverage. The digital certificate arrives in an official, traceable conversation, not through some dubious middleman. With fake certificates in circulation, that clean channel is a selling point in itself.
How does Fiitsa help when a claim comes in?
The client reports on WhatsApp: photos of the damage, date, circumstances, accident report. Everything arrives structured in his file, which you forward to the insurer with nothing lost. And the client follows his case through messages instead of calling you every morning. A well-handled claim is a client who renews and refers.
I sell several types of insurance. Can I manage everything in one place?
Yes. Auto, health, home, travel: each type has its questionnaire, and a single client can hold several policies in his file. It's actually your best growth engine: the client who trusted you with his car gets offered family health coverage at the right moment, through a targeted message, not cold canvassing.
Do expiry reminders really work for keeping clients?
It's the lifeblood of the business. An insurance client almost never leaves out of dissatisfaction: he leaves because another broker reached him before you at renewal time. The automatic D-30 reminder, with a fresh comparison offer, puts you first in line every single time. Year after year, that's what separates a contact list from a real portfolio.
Ready to modernize your business?
14 days free, no commitment, no credit card. Your AI assistant knows your trade from day one.
