MG Gestão de Riscos Doubles Its Pipeline and Revenue with Quotation AI Studio

MG Gestão de Riscos was growing at 500% year over year. The operation couldn’t keep pace.

Sales reps collected client information in the field, but there was no structured way to get that data to the quoting team. Requests came in through WhatsApp as free-form messages, or weren’t submitted at all until the rep returned to the office. The result was a gap between the client visit and quote initiation that ranged from 5 hours to 2 full days.

Without a standardized intake process, information regularly got buried in group chats. Management had no real visibility into the sales funnel. The volume of incoming demand was effectively invisible, making it impossible to track deadlines or prioritize work. Every delayed response was a deal at risk.

MG Gestão de Riscos deployed Quotation AI Studio integrated with Pipefy to take control of field-to-office demand flow.

Now, sales reps submit information directly from client sites via WhatsApp, sending audio messages, photos of documents (driver’s licenses, vehicle registration cards), or PDFs. AI processes and structures that data automatically, opens a card in Pipefy, and immediately notifies the operations team.

The quote process starts while the rep is still on-site. No manual handoff. No waiting. Every request enters the pipeline in a standardized format, giving the team full, real-time visibility across every stage, from lead capture to risk analysis, with clear tracking by phase, urgency, and deadline.

In just 4 months, MG Gestão de Riscos doubled its pipeline volume without increasing headcount. This growth came not from more people or longer hours, but from a process that captures and structures every request at the exact moment it arises, while the sales rep is still on-site.

Over the same period, revenue doubled. The time between the client visit and quote initiation dropped from up to 2 days to under 15 minutes, and 25% of monthly revenue became directly attributed to this new response speed.

Opportunities that once got lost in WhatsApp conversations or waited for the rep to return to the office now enter the pipeline in a standardized format, with full visibility across every stage, urgency, and deadline.

MG Gestão de Riscos provides property insurance, employee benefits, mobility coverage, and customized financial solutions for individuals and businesses. Operating across Mato Grosso, Goiás, and Bahia, the company pairs specialized advisory services with technology to protect its clients’ assets and long-term financial health.