The challenge
Seguralia needed to respond to and convert health and life insurance leads faster, without losing track of any conversation.
Insurance automation with voice and WhatsApp
Ainoa designed an insurance automation flow that connects every new lead with an AI voice agent, integrated directly with HubSpot. On the first call, the agent identifies the customer's needs and checks whether they have pre-existing medical conditions, so it can offer the right plan across different insurers — AXA, Sura, Colsanitas, Coomeva, among others.
With that information, the agent builds a tailored quote and sends it over WhatsApp. If the person can't answer the call, the flow doesn't stop: Ainoa automatically retries the call or continues the conversation over WhatsApp, offering the same information and guidance until the process closes.
Everything is logged in HubSpot
The full history is automatically logged in HubSpot: call transcripts, the audio of each conversation, the quotes generated, and the complete follow-up of the contact, directly on the deal created for that person inside the CRM.
Queryable in real time
Like every Ainoa system, Seguralia's has its own MCP server to check the status of leads and quotes in real time from tools like Claude or ChatGPT.