Pipefy highlighted in 2026 Gartner® Emerging Tech

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Industry leaders trust us to innovate and scale

From a 2-day wait to less than 15 minutes with AI

Unstructured

5 days
40 hours
  • Manual data collection via email and WhatsApp, re-entry into multi-quote systems and insurer platforms, and manual comparison of quotes.
60%

Structured

2 days
16 hours
  • Standardized forms, centralized quotation data, and operational checklists for the broker.
85%

Automated

1 day
6 hours
  • Integrations with multi-quote systems and insurance carriers, automated business rules, and automated customer communication.
95%

Agentic

Minutes
With Pipefy
  • Smart proposal comparison, automatic rate and risk calculation with detailed explanations, recommendations, and real-time follow-ups.

Your AI team, agent by agent

Agents who get quotes, compare options, and close the deal with you.

Each agent executes a critical stage of the journey, eliminating rework and accelerating the sales process.

Shared Services
P2P AI Studio

Intelligent Sourcing Agent

It automates quote requests, collects responses, and compiles comprehensive comparisons between suppliers.
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Insurance

Vehicle Budget Analyst

Acts as a digital mechanical auditor, processing repair shop estimates to validate costs, verify the causal link of requested parts, and calculate the economic viability of the repair based on the FIPE table.
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Administrative & Facillities

Report Generator Agent (Insight Builder)

It automatically generates the incident report and lessons learned document, consolidating data and indicators from the event.
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Insurance

Commercial Agent

Supports the broker in monitoring and closing the deal.
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Insurance

Policy Data Extraction Agent

It delivers accurate and structured policy data, with results free from interpretations or ambiguities.
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Financial Services
Accounts Payable

Document Reading Agent

Performs the reading and interpretation of invoices, receipts, and vouchers, ensuring accuracy in the analyzed data and reducing human error.
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Risk Analysis Agent

Assess strategic risks before approval.
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Create your own agent

No-code studio. Configure, test, and publish custom AI agents in days.

How it works, end to end

From application to policy—fast and without data loss.

1 New Request

Received via WhatsApp, email, form, or website. A triage agent extracts the data and creates the card. No manual data entry required by the analyst.

Triage
2 Quotes

Integration with a multi-quote system triggers quotes from insurers. The Analyst Agent processes the data and generates a recommendation ranked by suitability.

Multi-quote
3 Proposal Submission

The generating agent prepares and sends the proposal to the insured using standardized language and data automatically extracted from the analysis.

Generator
4 Negotiation

The broker manages the negotiation using a centralized, complete history. The Assistant Agent monitors responses and suggests follow-ups.

Assistant
5 Policy Issued

The agent extracts and validates data from the received policy. Fields are checked against the quote. Discrepancies are flagged for review.

Extraction
6 Unrealized Proposals

Unclosed quotes prioritized for active follow-up. Full visibility into what fell by the wayside—no silent losses.

Follow-up

Quotation AI Studio

−95% Reduction in quoting time

From up to 2 days to less than 15 minutes with AI.

2x Pipeline growth

The volume of opportunities doubled in four months without an increase in headcount.

7x revenue growth

25% of monthly revenue attributed to the new response speed.

“Quotes are opened in less than 15 minutes. The team picks up requests first thing in the morning or over the weekend; growth that was previously invisible now drives our expansion.”

Murilo Gomide

Sócio, MG Risco

Pipefy Academy

Master the creation of AI agents.

Build, automate, and scale your end-to-end processes—in practice.

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FAQ

If you need help, we are here to guide you and provide all the support you need.

Does Quotation AI Studio replace my current multi-quote system?
No, it integrates. Pipefy orchestrates the existing multi-calculation process within a governed workflow, without disrupting what is already working in the operation.
How long does it take to implement and see the first results?
Customers report initial results within weeks. The platform is no-code: your team sets it up without relying on technical development.
Does the system work for quote requests received via WhatsApp and email?
Yes. The triage agent captures requests from any channel — WhatsApp, email, form, or portal — and centralizes them in the same workflow.
How does AI ensure that the suggested proposal is the most suitable one?
The agent analyzes coverage, the deductible, and the premium based on the policyholder’s profile and explains each suggestion in an auditable and traceable manner.
Can I track the status of all quotes in real time?
Yes. Pipefy’s native dashboard displays the pipeline by stage, the SLA for each quote, and the backlog in real time—without external spreadsheets.
Does Pipefy connect with insurance companies, multi-quote platforms, and external bureaus?
Yes. Pipefy integrates with insurance carriers, multi-quote platforms, and external databases within a single, traceable orchestration point.

The AI ​​that becomes real in your daily life

Simple setup, hundreds of integrations, enterprise-grade governance—without overburdening the IT team.

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