SegurLine Success Story

Messaging on WhatsApp that streamlines the lead qualification journey and scales conversations with CRM traceability.

Segurline logo

Name: SegurLine
Industry: Insurance (Automobile)
Function: Sales & Customer Support
Platform: WhatsApp

SegurLine is an Argentina-based insurance consultancy. As enquiries grew, the team needed real-time conversations and a simple, trackable insurance quoting journey. Together with Sanuker, SegurLine implemented automated quotation flows on WhatsApp with seamless escalation to live agents, so customers could request quotes, share details, and get help without leaving chat.

53%

increase in sales, attributed to automated messages on WhatsApp

61%

increase in conversion rate, attributed to automated messages on WhatsApp

3.7X

increase in customers engaged during the first six months of implementation
Segurline logo
Name: SegurLine
Industry: Insurance (Automobile)
Function: Sales & Customer Support
Platform: WhatsApp

SegurLine is an Argentina-based insurance consultancy. As enquiries grew, the team needed real-time conversations and a simple, trackable insurance quoting journey. Together with Sanuker, SegurLine implemented automated quotation flows on WhatsApp with seamless escalation to live agents, so customers could request quotes, share details, and get help without leaving chat.

challenge

The Challenge

Long time to answer and qualify customer enquiries

Early on, SegurLine handled just a handful of customers and leads via the WhatsApp Business App. As the enquiries surged, the app alone couldn’t keep pace. Returning customers sought new insurance quotes and added coverage, which increased the need for end-to-end traceability and organised follow-up, especially since support continues through claims and policy life cycles.
solution

The Solution

Automated quote flows + live-agent handoff

Given WhatsApp’s ubiquity in Argentina, SegurLine partnered with Sanuker to roll this out on the WhatsApp Business Platform(API), with CRM connectivity to keep conversations organized and trackable. Here is how the redesigned customer journey looks like:
  1. Entry points – Customers start a quote via WhatsApp or from the website and continue in WhatsApp.
  2. Instant reply – An automated assistant responds immediately and asks for key details.
  3. Guided options – The assistant suggests relevant plan options based on inputs.
  4. In-chat form – After choosing the plan that was right for them, customers complete a short registration form directly in the WhatsApp thread.
  5. Human handoff – A live agent reviews the submission, answers additional questions, and finalizes the policy in the same chat.
  6. After-sales support – Customers can return to WhatsApp anytime to submit claims or get additional help.
WhatsApp Chatbot for conversions Segurline Success
Quote insurance chatbot WhatsApp Segurline Success Story
Segurline WhatsApp success story highlighted by Meta
results

The Results

Increases in sales, conversion rates and the number of customers engaged

Over a one-year period (April 2024–April 2025), the team observed increases in sales, conversion rates and the number of customers it engaged, which were all attributed to implementing WhatsApp Business Platform:

  • 53% increase in sales, attributed to automated messages on WhatsApp
  • 61% increase in conversion rate, attributed to automated messages on WhatsApp
  • 3.7X increase in customers engaged during the first six months of implementation

SegurLine’s success story  was featured on the Meta official page.

You can read it in full here.

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