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Painel do Corretor

CRM
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About Painel do Corretor

CRM & quotation platform for insurance brokers

Streamlines insurance broker workflows with integrated CRM and quotation management.

Use cases in GFunnel

  • Track client interactions and policies
  • Generate and manage insurance quotes
  • Organize broker pipeline and commissions

Automation ideas

  • Auto-send quotes after client meetings
  • Sync client data across platforms
  • Alert brokers on policy renewal dates

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