Agentivo
Built for insurance agents who want to close more, track better, and hit MDRT faster.
Industry
Insurance / Agent Management SaaS
Service
Custom Web Systems + App Development
Completed
2026
Timeline
16 weeks
Challenge
The Problem Before We Stepped In
Malaysian insurance agents manage their entire book of business through WhatsApp saved contacts, Excel spreadsheets, and memory. Policy renewal dates are missed, leads are forgotten in DM threads, commission calculations take hours, and MDRT progress is tracked manually. Agents who could be closing are instead buried in admin.
Solution
What We Built
Agentivo is a management platform built specifically for Malaysian insurance agents — covering Great Eastern, AIA, Prudential, Etiqa, Allianz, and Tokio Marine. It provides a visual lead pipeline, automated renewal alerts at 30/60/90 days before policy expiry, a real-time commission and MDRT simulator dashboard, AI-generated proposals in 30 seconds, WhatsApp automation for client follow-ups, and a digital agent profile with QR code for sharing.
Results
Real, Measurable Impact
- Renewal alerts automated at 30, 60, and 90 days — no policy ever lapses unnoticed
- Lead pipeline gives agents full visibility of where every prospect is in the sales process
- MDRT simulator tracks progress in real time — agents know exactly how far they are from the target
- AI proposal generation in 30 seconds replaces hours of manual preparation
- WhatsApp automation handles routine follow-ups — agents focus only on conversations that need them
- Digital agent profile with QR code replaces traditional name cards
Design
"I missed 3 renewals last year because I forgot. With Agentivo, I get notified 90 days before every expiry. I haven't missed one since I started using it."
Your Next Project
Want the same results for your business?
Free consultation. No commitment. We understand the Malaysian market and what truly works here.
Next Case Study
Pitis
Malaysia