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For insurance, health and benefits brokers

More group health and insurance quotes from Brazilian SMBs

Find companies by sector, size and city, reach the partner at the right time, and track each quote in a CRM.

  • Brazilian companies by CNAE and region
  • Email and WhatsApp with automatic follow-ups
  • Built-in CRM

How do you sell group health plans and insurance to small and mid-size companies in Brazil?

List SMBs in your region by sector (tech, professional services, manufacturing, construction, transport) and size from the CNPJ registry, approach the managing partner with a cost or coverage comparison, and follow up before the current contract's anniversary, when the annual adjustment applies. 1Lead builds these lists with CNAE, size and city filters and automates WhatsApp and email.

Updated · Ler em português

What slows prospecting down

Stagnant book

Without outbound, brokers depend on renewals and referrals.

Quotes go cold

Partners get three quotes and pick the broker who followed up.

Timing is hard

The best moment is before the annual adjustment, and it's easy to miss.

Who to prospect in Brazil

Segments most likely to buy and the CNAE codes to find them. Click through for details on each CNAE.

Professional services

Skilled teams value health plans for retention.

6920-6/017020-4/00

Tech companies

Talent competition makes benefits decisive.

6201-5/016203-1/00

Manufacturers

Larger teams, group life and property insurance.

2539-0/012222-6/00

Builders

Construction, group life and equipment insurance.

4120-4/00

Freight carriers

Cargo, fleet and driver life insurance.

4930-2/02

Clinics and practices

Professional liability and staff benefits.

8630-5/038630-5/04

How it works in 1Lead

  1. Describe your ideal customerOne sentence about who you want to reach. AI suggests CNAE codes, adjacent segments and filters.
  2. Refine the listCombine primary and secondary CNAE, city, neighborhood, size, opening date and status. Save it as a segment.
  3. Launch the sequenceEmail and WhatsApp with automatic follow-ups that stop when the company replies.
  4. Track it in the CRMEvery reply becomes an opportunity in the pipeline, with a suggested next step.

The CNPJ registry has no employee count; use company size, share capital and branches as proxies. Send messages in Brazilian Portuguese.

A sequence you can start with

  1. Day 1 · WhatsApp
    Hi [Name]! I'm a benefits broker in [city]. [Sector] companies like [Company] are reviewing health plans before the annual adjustment. When does your contract renew?
  2. Day 3 · Email
  3. Day 7 · WhatsApp
    Hi [Name]! I can also include group life insurance, which many collective agreements require. Add it to the comparison?
  4. Day 14 · Email

Signals that the timing is right

  • Recently opened company: no benefits in place yet.
  • New branch: headcount growth.
  • Contract anniversary: ask the month in the first conversation and schedule the follow-up.

Recommended plan

Pro

US$119/month

SMB partners answer WhatsApp more, and brokers work on quote volume. Pro includes WhatsApp, 5,000 lead credits and up to 6 brokers.

Annual billing gives 2 months free. Also priced in BRL and EUR. The product interface is in Portuguese.

Get started
  • Everything in Growth, plus WhatsApp integration
  • 5,000 lead credits per month
  • Up to 6 team members
  • Unlimited automation channels (email + WhatsApp)
  • Assisted onboarding and team training

Frequently asked questions

Can I see employee counts?

The CNPJ registry doesn't include employee counts. Use size (ME, EPP), share capital and branches as proxies and confirm in conversation.

Where does the company data come from?

From Brazil's public CNPJ registry: CNAE codes, address, company size, share capital, opening date, registration status, partners and registered contacts when available. You can filter to companies with contact data only.

Is this compliant with LGPD?

1Lead works with public business data and sequences that stop when someone replies or opts out. Each company remains responsible for using a valid legal basis, such as legitimate interest, and transparent messages.

Start prospecting your market today

Describe your ideal customer, review the list and launch your first sequence in minutes.

Start free