PipeCor is the CRM designed for health and dental insurance brokers. Everything you do at the brokerage, now in your pocket — from the first contact to the signed contract.
CONVERSATIONS AT THE HEART OF EVERYTHING
Serve your clients via WhatsApp, Instagram, and Messenger within your own business. Send texts, photos, files, and voice messages, use quick replies with "/", and let AI fill in the registration from the conversation.
COMPLETE SALES FUNNEL
Drag deals through the stages, see who hasn't responded in days, and never miss a follow-up: the next task is based on the conversation, with completion in one touch.
QUOTES IN SECONDS
Quote individual plans, group plans (with profession and entity), and SME plans. Compare prices by age group, check the accredited network, select plans, and send the quote link directly to the client's WhatsApp.
PAPERLESS REGISTRATION
Photograph ID, CPF, and proof of address at the time of the visit. Edit account holder, beneficiary, and company data directly from your mobile phone — all synchronized with your brokerage.
PipeCor is for brokers who use the PipeCor platform (pipecor.com). Log in with the same account as the web system.
Broker CRM: funnel, conversations, quotes, and documents all in one app.