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Overview
Figuro streamlines insurance sales with smart forms, AI-powered portfolio insights, and a centralized prospect dashboard. Ready in five minutes and free for the first 50 quotes, it helps agents manage leads, deliver professional quotes, and prioritize opportunities. Some features have a learning curve, but it empower teams to sell smarter.
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Starting Price
Custom
Figuro Specifications
- Lead Management
- Sales Pipeline Management
- Contact Management
- Activity Tracking
What Is Figuro?
Figuro is a cloud-based insurtech platform designed to modernize and automate the sales and workflow processes for insurance agents, brokers, and carriers. It centralizes lead generation, automates quote creation and client data capture, and provides predictive analytics and portfolio insights to increase efficiency and revenue. With customizable dashboards, smart forms, and tools for managing pipelines and referrals, Figuro software helps insurance professionals digitize operations and generate qualified prospects whenever they want.
Figuro Pricing
The platform offers the first 50 quotes free, enabling risk-free evaluation. There are three paid tiers:
- Essential - $5/month
- Pro - $19/month
- Equipment - $49/month
Disclaimer: The pricing is subject to change.
Figuro Integrations
The platform easily integrates with Excel and your existing CRM, but does not give a list of its third-party integrations.
Who Is Figuro For?
The platform is specifically designed for insurance-focused sales teams and professionals looking to digitize and scale their quoting and lead workflows, including:
- Independent insurance agents
- Insurance brokers and agencies
- Insurance carriers
Is Figuro Right For You?
If you are an insurance agent or agency owner aiming to improve sales performance, Figuro is a practical fit. Figuro Academy helps agents go beyond tools by teaching proven digital prospecting and selling tactics through courses, tutorials, and real-world examples. With ready-to-use scripts, templates, and checklists—along with regular expert webinars and updates—Figuro supports consistent sales improvement.
Moreover, its privacy policy defines how personal data is collected, used, and protected in accordance with applicable laws to ensure users’ rights and data handling transparency. Figuro is an award-winning insurtech platform in Latin America, recognized by leading industry and technology organizations. The platform is backed by industry leaders like Chile and Mastercard.
Are you still confused if Figuro is the right choice for your insurance business? Contact us at (661) 384-7070 to talk to our customer support agent, who will guide you in making an informed decision.
Figuro Features
Smart Links And Intelligent Forms
Figuro captures customer data quickly and accurately with smart, customizable forms. It transforms lengthy insurance conversations into structured information in just minutes. Optimized questions use clear language to reduce abandonment, while built-in validation prevents typos and ensures correct email and phone formats, giving agents reliable data for precise quotes.
AI-Powered Portfolio Insights
The platform leverages artificial intelligence to understand which clients are ready for new policies or likely to cancel. It analyzes portfolio patterns, compares behavioral data, and generates actionable recommendations, helping agents prioritize cross-selling opportunities and prevent churn.
Prospect Dashboard And Management
All prospects are organized in one dashboard with a complete view of relevant details. It enables the use of filters by state, industry, date, or referrer to segment leads efficiently. Users can also receive instant notifications via email, automatically update your dashboard, and export data to Excel or connect directly to your CRM with filters pre-applied.
Professional Quote Generation
It transforms quotes into mobile-optimized, branded pages that impress clients and accelerate deal closures. Agents can include their logo, colors, and contact information to maintain a professional image across devices. Being designed as ‘mobile-first’, Figuro ensures quotes are easy to read on any screen, replacing outdated Excel spreadsheets with a polished client-facing experience.
Pros And Cons of Figuro
Pros
Centralized prospect dashboard keeps all key information in one place
AI‑driven portfolio insights help identify cross‑sell opportunities
User‑friendly lead capture with smart forms improves data accuracy
Cons
Customer support time may vary at times
Mobile‑first quoting is difficult for agents used to traditional formats
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Frequently Asked Questions
What language does Figuro support?
The platform supports English and Spanish.
What level of support does Figuro offer?
Figuro comes with a comprehensive resource center.
What other apps does Figuro integrate with?
Figuro integrates with Excel and your existing CRM, though a specific list is not disclosed.
What types of pricing plans does Figuro offer?
Figuro pricing tiers include Essential, Pro, and Equipment, priced at $5/month, $19/month, and $49/month. Contact us to secure a personalized Figuro cost tailored to your specific requirements.
Who are the typical users of Figuro?
Figuro features can be utilized by independent insurance agents, brokers, and agencies, as well as insurance carriers.
Does Figuro offer an API?
The vendor has not publicly disclosed information regarding its API.
Does Figuro have a mobile app?
No, it does not support a dedicated mobile app.