AI Agents

Commercial Agent

The client hasn't responded to the proposal sent yesterday. What should I do?

Commercial Agent

I'm monitoring responses and the lifespan of quotes in the pipeline to suggest the best follow-up approach and accelerate closing.

I identified that the current quote expires in 24 hours, and if there's no closing today, we'll have to recalculate the rate due to the change in the insurer's monthly rate schedule.

I suggested an urgent contact script via WhatsApp informing them about the rate expiration. I've already prepared the revised final proposal for immediate sending as soon as they give their 'approval'.

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What this Agent solves for you

What it does

Supports the broker in monitoring and closing the deal.

Automated activities

Monitoring insurance company responses
Suggesting follow-ups
Generating and sending structured proposals.

Agent Subfunction

Negotiation and closing

Results and impact

Up to 90%

less time in the policy issuance cycle

99%

reduction in compliance risks.

Your life gets faster with Pipefy AI Agents

90% faster

Traditional path

1–2 hours

With Pipefy AI Agent

5–10 minutes

Frequently Asked Questions about Pipefy AI Agents

Read frequently asked questions about Pipefy AI Agents.

What is the Commercial Agent and how does it work?

The Commercial Agent is a specialized AI Worker within Pipefy's Quotation AI Studio solution. It executes operational steps autonomously — making decisions within its defined scope, triggering approvals, and maintaining full traceability of each action. Unlike manual processes, it operates seamlessly integrated with the workflow, from start to finish, with native human oversight built in.

How much does it cost to use the Commercial Agent in Pipefy?

The cost of the Commercial Agent in Pipefy varies based on process volume, number of users, and the integrations required with your company's systems. Plans are scalable and adapt to operations of any size — from teams just getting started to large enterprise operations. Talk to our team to receive a personalized proposal.

What is the difference between the Commercial Agent and manual processes?

While manual processes rely on manual intervention at every step, the Commercial Agent executes tasks autonomously, records the reasoning behind each decision, and enables real-time oversight. This results in faster cycles, less rework, and 100% traceability of actions — without giving up human control where it matters most.

How do I choose the best automation agent for my company?

To choose the right automation agent, evaluate: ability to integrate with your current systems, governance and traceability of agent decisions, ease of configuration without relying on IT, and support for complex processes with exceptions. Also check the vendor's track record with clients in your industry and real implementation case studies.