OACEGUROS – CRM built for insurance agents

Summary: OACEGUROS is a CRM designed specifically for insurance agents to manage clients, policies, and renewals in one platform. It replaces spreadsheets and generic CRMs by centralizing business tracking. The upcoming AI assistant, Oscar, will support users by answering questions and automating routine tasks within the CRM.

What it does

It organizes client and policy data while tracking renewals. Oscar, the AI worker, will help agents navigate the system and automate daily tasks via WhatsApp.

Who it's for

Insurance agents seeking a specialized CRM to streamline client and policy management.

Why it matters

It reduces reliance on spreadsheets and generic tools, simplifying insurance business management.