The brokerage desk that never sleeps.

Pipeline, renewals, commissions and client communication — managed through WhatsApp by Sage. The CRM that actually runs itself.

Best for: Insurance brokerages

21 AI tools·Sage on WhatsApp·Safety gate on every action

Instly CRM

Ask Sage. Get the answer.

Sage runs Instly CRM on WhatsApp — your existing number, your existing workflow. No new software to learn.

Renewal check

Cogotec Sageonline

How many renewals in June 2026?09:14

104 renewals in June 2026. Top few: · Mr Jenkinson, Simon Ian — Jun 2 — $1,399 · Dr Carus, Andre — Jun 3 — $6,443 · Mr Scott, William King — Jun 3 — $2,554 Want me to show the full list or prioritise the high-value ones?09:14

Meeting booking

Cogotec Sageonline

Book a meeting with Yusuke tonight at 9pm, catch up, send Google Meet link18:42

✅ Meeting booked for tonight 9pm. Subject: Catch up Meet link: meet.google.com/dtb-cris-dko Invites sent to Yusuke and yourself.18:42

Email drafting

Cogotec Sageonline

Draft an email to client@example.com saying hello from Sage11:02

Email Preview: From: mo@cogotec.com To: client@example.com Subject: Hello from Sage Hello, this is Sage from Cogotec. Hope you're doing well. Reply YES to save as draft, NO to cancel.11:02

The full brokerage operation.

Pipeline management

5,024 leads across 10 pipeline stages. Enquiry to renewal, tracked and queryable by conversation.

Renewal tracking

104 June renewals with names, policies and values. Ask Sage, get the full list in seconds.

Email drafting

Draft emails with real attachments. Sage previews every draft and waits for YES before anything is sent.

Meeting booking

Books calendar meetings, sends Google Meet links, invites all parties — one instruction on WhatsApp.

Commission parsing

Commission statements emailed in as PDFs, parsed automatically into the CRM. No manual entry.

Sage never acts without your approval.

Every email draft, every action that touches a client — Sage previews it and waits for YES before sending. Nothing goes out automatically. You stay in control of every client relationship.

The CRM that runs on WhatsApp.

Talk to Sage now