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. All rights reserved.
Lisboa · Portugal 🇵🇹