ALFREDO
Insurance / InsurTech — Panama
Client Profile
Industry
Insurance / InsurTech (Panama)
Size
High-volume digital brokerage, 8,000–12,000
inbound leads/month
Business Model
Direct-to-consumer (D2C)
subscription insurance (Auto, Cancer, Pet, Home)
Challenge
Lead decay, payment failures, renewal
leakage, agent overload
Business Problem
→ Slow response caused hot leads to go cold
→ 45–60% checkout abandonment with no recovery
→ Failed recurring payments unmanaged
→ Agents spent 70%+ time on repetitive follow-ups
→ No centralized visibility of renewals or lead stages
→ Manual systems collapsed at scale
Objective
Reduce response time to under 5 minutes
Recover 50%+ abandoned and failed payments
Automate 90% of follow-ups
Enable 8–10× scale without hiring
Build fully automated renewal & loyalty lifecycle
Automation Details
Lead Intelligence
Auto-scoring and pipeline
movement
Instant Response
Sub-60 second WhatsApp replies
Checkout Recovery
Multi-touch recovery within 30
minutes
Failed Payments
Automated retries and agent
escalation
Renewals
Daily scans and renewal sequences
Lifecycle Automation
180-day loyalty loop
Solution Overview
→ AI-driven CRM architecture with event-based
automation
→ Automated lead routing and lifecycle orchestration
→ WhatsApp-first engagement engine
→ Payment monitoring and recovery automation
→ Long-term retention and renewal workflows
Technology Stack
CRM
GoHighLevel (GHL)
Automation
Logic-based workflow engine
Messaging
WhatsApp (LeadConnector), SMS, Email
Payments
Checkout webhooks & retry logic
Tracking
Lead scoring, lifecycle tagging
Integrations
Custom webhook listeners
Outcome & Impact
→ Response Time: Hours to 3–5 minutes (95% faster)
→ Revenue Recovery: 55–75% of lost transactions
→ Operational Time: 3,500+ hours saved annually
→ Scale Capacity: 10× lead volume without headcount
→ Automation Volume: 250,000+ workflows/month
Why This Matters for Similar Clients
Revenue leakage
Insurance agencies eliminate revenue leakage
Renewals
Subscription businesses automate renewals
Sales
High-volume sales teams scale without burnout
CRM
CRM becomes a 24/7 digital sales team
Scale Capability
Revenue Recovery
Minute Response