SA

Revolutionize Sabadell's lead qualification

Automate prospect engagement on WhatsApp with AI, reduce ghosting and free your teams to focus on high-value conversations.

Sabadell Seguros y Pensiones logo
Sabadell
online

Why Choose Alvio?

<3 min
to engage inbound leads automatically via WhatsApp
+50%
increase in meetings booked after WhatsApp qualification
2h/day
of sales team time saved thanks to automated lead handling

How Alvio.ai Works

1

Trigger

Any opted-in lead instantly triggers our WhatsApp automation - from ads to abandoned funnels

Any Lead Source

Instantly triggers WhatsApp engagement

Google Ads
Meta Ads
Website
CRM
AL
Email
Abandoned
Webhook
Landing Page
Instant WhatsApp Response
2

Qualify

AI qualifies leads instantly on WhatsApp, you meet only leads that match your ideal customer profile.

Sabadell Seguros y Pensiones logo
Sabadell
online
3

Book

Calendar filled. No effort. Just closable conversations

Sales person Calendar - This Week
12 meetings booked by Alvio.ai
Mon
Tue
Wed
Thu
Fri
23
10:00
TechCorp Demo
🤖 Alvio.ai
14:00
StartupXYZ
🤖 Alvio.ai
24
09:30
GrowthCo
🤖 Alvio.ai
11:00
ScaleUp Ltd
🤖 Alvio.ai
15:30
InnovateCorp
🤖 Alvio.ai
25
10:30
FastTrack Inc
🤖 Alvio.ai
13:00
NextGen Solutions
🤖 Alvio.ai
26
09:00
ProBusiness
🤖 Alvio.ai
14:30
EliteServices
🤖 Alvio.ai
16:00
MegaCorp
🤖 Alvio.ai
27
11:30
VisionTech
🤖 Alvio.ai
15:00
FutureCorp
🤖 Alvio.ai
🤖 Qualified by Alvio.ai AI
85% Show Rate
Calendar filled. No effort. Just closable conversations

How Sabadell could use WhatsApp

Real-world scenarios where Alvio.ai can transform customer interactions for Sabadell

WhatsApp01

From insurance intent to a confirmed advisor meeting

A customer starts from Sabadell Seguros y Pensiones with a question about home, life or pensions coverage. Alvio turns the conversation into a qualified request and confirms a meeting with a Sabadell advisor.

Example conversation:
Sabadell Seguros y Pensiones logo
Sabadell
online

Hi, welcome to Sabadell Seguros y Pensiones. I can help you understand the right protection options and, if useful, book a meeting with an advisor. What would you like to review today?

10:02 AM

I’m interested in reviewing home insurance and maybe life insurance too. I already bank with Sabadell

10:03 AM

Got it. To prepare the conversation properly, is this for your main residence, a second home or a rental property?

10:04 AM

Main residence. I also want to understand if life insurance makes sense with my mortgage

10:05 AM

That makes sense. A Sabadell advisor can review both topics together: home protection, life coverage linked to your situation and any savings or pensions questions you want to include

10:06 AM

Perfect. I’d prefer to speak with someone instead of filling several forms

10:07 AM

Of course. I can book a 15-minute meeting with a Sabadell advisor. Would tomorrow at 11:30 work for you?

10:08 AM

Yes, tomorrow at 11:30 works

10:09 AM

Confirmed. Your meeting with a Sabadell advisor is booked for tomorrow at 11:30. I’ll send the confirmation and the summary of what you want to discuss

10:10 AM
Message
WhatsApp02

Pensions and savings review without losing the customer in a funnel

A customer shows interest in pension planning. The conversation captures the goal, timeframe and preferred contact window, then schedules the next best meeting.

Example conversation:
Sabadell Seguros y Pensiones logo
Sabadell
online

Hi, Sabadell can help you review your pension and long-term savings options. Are you planning for retirement, tax optimization or a general financial review?

4:15 PM

Mainly retirement. I want to know if I’m saving enough

4:16 PM

Understood. A specialist can help you review your current situation and options. Before booking, do you already have a pension plan with Sabadell or another provider?

4:17 PM

I have one elsewhere, but I’m open to comparing

4:18 PM

Great. I’ll add that to the meeting notes so the advisor can prepare. Would Friday morning be a good time for a short review?

4:19 PM

Friday at 9:30 would be good

4:20 PM

Confirmed. Your pensions review with a Sabadell advisor is booked for Friday at 9:30. You’ll receive the invite and a short preparation summary now

4:21 PM
Message

What better place for a brand to chat with its customers?

Conversations that convert. Meet your customers where they really are - in their messages.

93%
increase in lead response rate
24/7
24/7 business support available
67%
67% reduction in sales cycle

WhatsApp

SW

Sophie (Wife)

10:42 AM

Don't forget to pick up the kids at 5pm!

2
Sabadell logo

Sabadell

10:15 AM

I’m interested in reviewing home insurance and maybe life insurance too. I already bank with Sabadell.

LS

Lucas (Son)

Yesterday

Dad, can I borrow the car tonight?

SS

Sarah (Supplier)

Yesterday

Hi! Your vegetable order will be delivered tomorrow at 8am

1
RG

Restaurant Group

Tuesday

John:Hi! Do you have space for 12 people Saturday night?

EC

Emma (Customer)

Monday

Hi! Is your daily special gluten-free today?

MD

Mike (Delivery)

10/15/23

Hi! Your delivery will be 15 minutes late due to traffic

What Alvio.ai can do for Sabadell

Our WhatsApp solution, powered by your team and enhanced by AI, helps companies like Sabadell streamline communication with their customers, boost sales, and provide continuous support—without adding complexity to their operations.

Conversation-first insurance entry point

Let customers ask about home, car, life, health, death insurance or pensions in natural language before choosing a product path.

Qualified appointment routing

Collect product interest, context, urgency and preferred timing before routing to the relevant advisor or branch team.

Meeting confirmation inside the chat

Move from initial interest to a confirmed appointment without forcing the customer through multiple forms or callbacks.

Advisor-ready summary

Send the Sabadell team a concise summary before the meeting, including the customer’s need and open questions.

Works with your favorite tools

Alvio integrates with your existing systems to automate conversations, send Slack notifications, and capture every interaction, making your business more efficient.

Slack logo
HubSpot logo
Salesforce logo
Google Calendar logo
Calendly logo
Zapier logo
Zoho logo
Intercom logo
Zendesk logo
Stripe logo

Ready to Hire an AI Agent?

Let our AI SDR handle your lead qualification while your team focuses on closing deals.

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