Quanto tempo leva para colocar um projeto como esse em produção?

Depende do escopo, mas trabalhamos com método e entregas incrementais: começamos por um recorte que gera resultado rápido e expandimos a partir dele. Em vários cases, a primeira versão útil chega em semanas, não em meses. Você acompanha cada etapa com um time sênior desde o primeiro contato.

A solução é sob medida ou um template adaptado?

Sob medida. A NexUnio não vende template nem solução genérica: cada projeto é construído para a operação real do cliente. Seu vocabulário, suas regras de negócio, seus sistemas. Foi assim que entregamos os resultados que você lê neste case.

Quem cuida do projeto no dia a dia?

Um time sênior, desde o primeiro contato até a operação. Você não fala com vendedor e depois é repassado para um time júnior. São 16 anos de mercado e mais de 150 empresas atendidas sustentando essa entrega.

Vocês integram com os sistemas que já usamos?

Sim. Integração com ERPs, CRMs, sistemas de agenda, bancos de dados e WhatsApp é parte central do que fazemos. A ideia das Três Liberdades (horário, escala e memória) só funciona quando a tecnologia conversa com a sua operação atual, sem retrabalho manual.

Como começo uma conversa com a NexUnio?

Agende uma conversa de 30 minutos pela página de agendamento. A gente entende o seu cenário, identifica qual liberdade destrava mais valor primeiro e mostra como empresas parecidas com a sua resolveram o mesmo problema.

InsurtechCover coming soon

Cotando Seguros

NexUnio · cases

Scale FreedomInsurtechIn production (Auto + Consortium) · Phase 2 activeIn progress

Cotando Seguros

How Gabi handles 25+ different products, without losing specialization in any of them.

Context

Cotando Seguros is a multi-product insurance brokerage. The challenge here is different from that of specialized brokerages: Cotando needs to cover Auto, Life, Home, Boat, Business, Consortium, and 20+ other products. Each product has its own quoting dynamics, its own variables, its own compatible insurers.

The challenge

Training a broker to handle 25 products is expensive and slow. And even once trained, they tend to specialize in 2-3 and hand the conversation off to a colleague when the customer asks about the others. Result: the lead cools off while the handoff happens.

The solution

NexUnio built a multi-agent router architecture, different from the traditional "one agent does everything" approach. Here, a main agent (Gabi) identifies the customer's intent and routes it to the right specialist agent: Auto/Motorcycle (license plate, zip code, driver); Consortium (contemplation, bid, embedded bid); Follow-up (re-engagement by funnel stage); and 20+ other specialized products (Life, Home, Business, Aviation, Cargo…).

The customer never notices the transition between agents: to them, it's just Gabi helping. But internally, the specialized knowledge of each product stays preserved.

The results

Simultaneous service across 25+ products without losing specialization.
Adding a new product (consortium was a recent real case) no longer requires retraining the entire operation.

What this unlocks

Scale freedom here is specific: scale in product catalog. Cotando can add a new product without retraining the entire operation: just train the specialist agent for that product, and plug it into the router.

Stack (high-level)

Multi-agent setup with a router agent at the front + specialist agents per product, WhatsApp integration, connection to multi-insurer quoting systems.

Frequently asked questions

How long does it take to get a project like this into production?

It depends on scope, but we work with method and incremental delivery: we start with a slice that generates fast results and expand from there. In many cases, the first useful version ships in weeks, not months. You follow every step with a senior team from the first contact.

Is the solution custom-built or an adapted template?

Custom-built. NexUnio doesn't sell templates or generic solutions: every project is built for the client's real operation. Their vocabulary, their business rules, their systems. That's how we delivered the results you're reading about in this case.

Who handles the project day to day?

A senior team, from the first contact through operation. You don't talk to a salesperson and then get handed off to a junior team. 16 years in the market and more than 150 companies served back this delivery.

Do you integrate with the systems we already use?

Yes. Integration with ERPs, CRMs, scheduling systems, databases, and WhatsApp is central to what we do. The idea behind the Three Freedoms (schedule, scale, and memory) only works when the technology talks to your current operation, without manual rework.

How do I start a conversation with NexUnio?

Book a 30-minute call through the scheduling page. We'll understand your scenario, identify which freedom unlocks the most value first, and show how companies like yours solved the same problem.