// Project
Systems and SaaS · Websites · AI agents
HAOA Seguros
Lead-generation website, in-house CRM and a WhatsApp agent running together at HAOA Seguros, the insurance brokerage from the same house.
// How the team uses it
Example
The agent answers on WhatsApp and hands over the summary; the dashboard shows the owner what came in and what is still open. The screens below are illustrative examples; the real ones stay with the client, for confidentiality.
Hi! When is my car insurance invoice due? I lost the PDF.
Hi! The October installment is due on the 20th. We sent the invoice here in the chat. Want a reminder two days before the next one?
Conversation logged in the CRM
Brokerage client book
- Active policies
- Renewals this month
- Invoices coming due
Leads arrive with their source noted
// Project sheet
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
- 01Lead-generation website with 20 pages and a blog, each one written for a real buyer search
- 02Corporate health plan calculator that estimates the price and captures the lead at the end
- 03In-house CRM with client book, policies, invoices, documents and tasks
- 04WhatsApp AI agent that queries the CRM database and answers policy, due date and invoice questions
- 05Human inbox inside the CRM, with the WhatsApp 24-hour window enforced on the server
- 06Source tracking: the lead reaches the CRM with landing page, campaign and referrer attached
// Result
Website, CRM and agent in production, serving the brokerage every day.
// Technology used
- Next.js
- React
- TypeScript
- Supabase
- Tailwind
- WhatsApp Cloud API
// Next step
HAOA Seguros
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