Turn your daily routines into a smarter plan forgrowth.
Stronger commissions, AI-powered technology, marketing, training and expert support—so you never have to grow alone.
Good morning, Sofia.
- Renewal4 mortgage life policies about to lapseReach out to these clients today before a competitor does.
- Cross-sellClient Pedro M. shows high intent for Health coverAge, household and history point to an 87% match.
- AutomationMortgage transfer detected (Client A.)Chance to automatically capture the linked policies.
We don't replace your advice, we give it superpowers.
Your daily routines, organised around what matters most.
Your day, planned by AI before your first coffee.
Co-Planner reviews your daily routines every morning and prioritises the actions with the greatest impact.
- Renewal4 mortgage life policies about to expireReach out today to renegotiate before the carrier does.
- Cross-sellPeter M. shows high intent for health coverAge, household and history point to an 87% match.
- Claims2 open claims waiting on follow-upNo client contact in more than 5 business days.
- Contracts3 live contracts to close this weekQuotes sent, awaiting digital signature.
More than software: a growth partner for your insurance business.
Grow your business
Keep every lead moving with automated email, WhatsApp and multichannel follow-up designed to lift conversion.
Protect renewals
Stay ahead of expiries, run smarter renewal campaigns and safeguard recurring revenue.
Keep advice human
Planeia handles follow-ups and spots opportunities, giving you more time for the conversations clients value.
Try the Planeia Co-Planner.
Pick one of the prompts below. Replies are generated with sample data.
Hi Sofia 👋 I'm your Planeia Co-Planner. Pick a prompt below to get started.
Ready to take control and grow your commissions?
Join Portugal’s first tech-enabled network for insurance advisors.
- Complete workflow setup in 7 days
- Priority access to Co-Planner v1
- Dedicated support and ongoing training
© 2026 Planeia · Lisboa, Portugal 🇵🇹