Cote Saúde

CBOXTI

About this app

Cote Saúde is the platform designed for health insurance brokers who want to close more sales with less effort.

Stop wasting time with spreadsheets and manual calculations. Register clients, generate comparative quotes between providers, and send them via WhatsApp in just a few clicks—all in one place.

KEY FEATURES

• Comparative quotes: create quotes with multiple providers side-by-side, with prices already calculated by age group and copayment.

• AI-powered Magic Import: send a PDF, Word document, or image of a provider's price list, and artificial intelligence will automatically extract the data.

• Smart filters: filter plans by type (individual, corporate, SME), location, price range, network of accredited hospitals, and providers.

• PDF and image for WhatsApp: generate the quote material as a professional PDF or an optimized image for conversation, with your brand and the client's brand.

• Customer Management: Register your clients, track quote history, and keep everything organized in a simple CRM.

• Complete Dashboard: View your recent quotes, pending leads, and real-time productivity metrics.

• Personalized LinkBio: Have a public page to receive leads and promote your quotes with your visual identity.

• Integrations: WhatsApp, Google Calendar, Mercado Pago, Asaas, and other tools you already use.

WHO IT'S FOR

• Independent health insurance brokers
• Sales team managers and leaders
• Brokers working with multiple providers
• Benefits and group plan consultants

WHY USE COTE SAÚDE

• Time savings: What used to take 30 minutes manually now takes 2.
• Fewer errors: Automatic price calculation by age group, dependents, and copayment.

• More professional service: Material with your company's identity.

• Work from anywhere: Web and Android app, with instant synchronization.

• Real support: human assistance via WhatsApp and email.

HOW TO GET STARTED

1. Download the app and create your free account.

2. Enjoy the first few days of no-obligation trial.

3. Import or register the price lists of the health insurance providers you work with.

4. Get your first quote in less than 5 minutes.

SUPPORT AND DOCUMENTS

WhatsApp and email support for all users.

Privacy Policy: https://cotesaude.com/privacidade
Terms of Use: https://cotesaude.com/termos
Account Deletion: https://cotesaude.com/exclusao-de-conta

What’s new

Lançamento inicial do app Cote Saúde.

- Cotações de planos de saúde direto no celular
- Acesso ao seu dashboard, clientes e cotações recentes
- Login com Google integrado
- Envio de cotações via WhatsApp