Agenthos

Agenthos is a vertical CRM and virtual assistant built specifically for insurance advisors that centralizes policies, clients, tasks, and follow‑ups in one platform, using AI (its assistant “Aitana”) to automate a large part of the back‑office work. It is designed to help agents save time on administration, avoid missed renewals, and close more policies through better tracking and automation of communication via email and WhatsApp.

What Agenthos does for insurance advisors

• Centralizes the entire insurance portfolio (clients and policies from any insurer) so you can see renewals, payments, and claims in one place instead of spreadsheets or multiple systems.
• Uses Aitana, the virtual assistant, to read and load policy data in seconds, send automated reminders and follow‑ups, generate reports, and highlight cross‑sell opportunities and gaps in client coverage.
• Includes modules such as Pay Tracker, Lead Manager, Task Planner, Care Center, and Data Suite to manage commissions, leads, tasks, claims, and analytics from a single digital interface.

Automation and AI (Aitana)

• Aitana automates follow‑up touches via WhatsApp and email (renewal reminders, payment notices, check‑ins), even outside office hours, reducing manual tracking effort.
• The assistant helps generate intelligent reports in real time so the advisor can see what is happening with each insured, plan tasks, and monitor the full traceability of interactions with clients.

Commercial impact (time, productivity, sales)

Agenthos claims that, by automating administrative processes, agents can complete processes up to 80% faster, increase collaborator productivity by around 62%, and issue up to 35% more policies thanks to better follow‑up and portfolio visibility. The idea is that the time recovered from low‑value tasks can be reallocated to strategy, client retention, and prospecting, making the system “pay for itself” through commissions that would otherwise be lost.

Plans and capacity

• The main plans are structured around the size and level of automation of the agency, each including Aitana plus a bundle of users and active policies.
• Example tiers: plans with 3 users and up to 1,500 active policies for advisors who want to scale, 5 users and 3,500 policies for those who want to digitize, and 10 users with 6,500 policies for agencies that want to fully automate their portfolio, all with Pro policy reader, Pro reporting, and WhatsApp/email sending.

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