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

HTK

NexUnio · cases

Scale FreedomInsurtechIn productionIn progress

HTK

How HTK started capturing customers at any hour and freed up the broker to close.

Context

HTK is a health insurance brokerage. The health insurance broker's cycle has a curious trait: most of the broker's time is spent qualifying leads, not closing them. Whether the client is an individual or a business, their age range, how many people are covered, which city, what budget, what usage profile: all of this has to be asked before any real plan presentation.

The challenge

Leads don't respect business hours. People research health insurance plans when the topic is on their mind, not always between 9am and 5pm on a weekday. And the brokerage that takes 12 hours to respond to a nighttime lead loses to the competitor who responds in 5 minutes the next day.

The solution couldn't just be "respond fast". It had to be respond with quality, because a human broker who receives a poorly qualified lead loses time on closing.

The solution

NexUnio built a Sales Agent for HTK that handles leads 24 hours a day, every day; qualifies the full profile (individual or business client, age range, number of people covered, city, budget range, special requirements); presents compatible plans based on the captured profile; clarifies common questions that always come up in the first conversation (waiting periods, provider network, reimbursement, plan changes, portability); and hands off to a human broker with the full qualification documented.

The key point: the agent never tries to close the sale. It qualifies and presents. Closing is human. This preserves the broker where they add the most value.

The results

Leads handled in seconds, any time of day, without losing out to the competitor who responded first the next day.
The broker receives a lead ready to close: full qualification documented, with no need to start from scratch.

What this unlocks

Scale freedom here means the brokerage grows without needing more brokers to qualify leads. Each human broker becomes available for more closings, because everything that comes before closing is the agent's job.

Stack (high-level)

AI agent with a knowledge base on health insurance plans, WhatsApp integration, qualified handoff to the human broker, complete conversation record.

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.