InsurMagic
InsurMagic is an AI-powered WhatsApp and voice platform that helps DACH insurance brokers run DSGVO-compliant client communications, with native integration into 8+ German insurance management systems and a bundled AI phone assistant (HalloFelix).
- Company typePrivate
- Founded2024
- HeadquartersMunich, Germany
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What InsurMagic does
InsurMagic GmbH is a Munich- and Dossenheim-based software company founded in 2024 by Janik Sauerbier (CEO), Tim Gutberlet (CTO), and Robert Richarz as a spin-off from a research project at the Technical University of Munich. The company builds an AI-enabled WhatsApp Business platform targeted at independent insurance brokers and small brokerages in the DACH region (Germany, Austria, Switzerland). The product addresses a narrow but concrete workflow gap: brokers communicate with clients over WhatsApp but must document conversations in their insurance management programs (Maklerverwaltungsprogramme, or MVPs) to remain DSGVO-compliant. InsurMagic automates that bridge, archiving chats and documents directly into the MVP, transcribing voice messages, synchronizing contacts, surfacing contract and customer data inline in WhatsApp, and providing AI-assisted reply suggestions.
The platform is offered on a tiered SaaS subscription (€69–€249/month per year for WhatsApp; €99–€399/month for HalloFelix) with a 20% bundle discount when both products are combined. Native integrations span 8+ MVP systems — Professional Works, AMEISE (via Blau Direkt and Arisecur), aB-Agenta, ams.5/6 (Assfinet), VEMAoffice, MeinMVP, Keasy, and IMA — with four additional platforms (Beraterwelt, iCRM, InsurGo, FinanzOffice) on a public waiting list. HalloFelix, launched as a second product line, extends the offering to AI-powered 24/7 phone reception, appointment booking, and CRM/MVP integration. Infrastructure runs on Microsoft Azure in EU regions with GDPR and EU AI Act compliance, and the company maintains industry-association ties including DEMV integration partnership and AfW Bundesverband supporting membership.
InsurMagic monetizes through direct website sales backed by a free demo/Erstgespräch, free top-of-funnel utility tools (WhatsApp Link Generator, WhatsApp Button Generator), and a referral partner program managed by the CEO, in parallel with MVP-vendor-led distribution. The company reports 1,500+ active users, a 4.9-star Google rating from 100+ reviews, and is bootstrapped with no disclosed institutional funding. Customer outcomes cited include +€4,500 average annual revenue lift and ~20 hours saved per broker per month. With 1–10 employees, InsurMagic operates as a small, vertically specialized SaaS team competing on integration depth, regulatory compliance posture, and DACH-specific broker workflow fit rather than scale.
InsurMagic firmographics
Firmographics- Name
- InsurMagic
- Legal name
- InsurMagic GmbH
- Website
- https://insurmagic.de
- Company type
- Private
- Founded year
- 2024
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- InsurMagic is an AI-powered WhatsApp and voice platform that helps DACH insurance brokers run DSGVO-compliant client communications, with native integration into 8+ German insurance management systems and a bundled AI phone assistant (HalloFelix).
- Ownership category
- akta.pro rank
InsurMagic industry classification
Industry- Product category
- Insurance Broker Communication Software
- NAICS
- Software Publishers (513210), Other Insurance Related Activities (52429), Computer Systems Design and Related Services (54151)
- SIC
- Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- Telematics & Usage-Based Insurance (UBI) Platforms (FSAGAGAF)
- akta.pro secondary industry
- Collaboration & Unified Communications Management (UCaaS/VoIP) (BPAEABAK)
Keywords
Where InsurMagic is headquartered
LocationHeadquarters
- HQ city
- Munich
- HQ country
- Germany
- HQ region
- Europe
Offices2 records
Markets served
InsurMagic business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- WhatsApp Software Subscription (InsurMagic): Monthly SaaS subscription for WhatsApp integration with MVP (insurance management software) connectivity. Includes chat documentation, team features, and AI assistance. Priced per plan tier based on team size.
- HalloFelix AI Phone Assistant Subscription: Monthly SaaS subscription for AI-powered call handling with automatic appointment booking, CRM/MVP integration, and email notifications. Offered in Starter, Professional, and Business tiers.
- Bundle Discount (Platform): 20% permanent discount when purchasing both HalloFelix and InsurMagic WhatsApp together, creating a unified AI communication platform for insurance brokers.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Single broker plan for InsurMagic WhatsApp |
| Subscription | Annual | Small team plan for InsurMagic WhatsApp |
| Subscription | Annual | Larger team plan for InsurMagic WhatsApp |
| Subscription | Annual | Starter plan for HalloFelix AI Phone Assistant |
| Subscription | Annual | Professional plan for growing insurance brokerages |
| Subscription | Annual | Business plan for established companies |
| Subscription | Annual | InsurMagic Platform Bundle (WhatsApp + HalloFelix) |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels10 records
InsurMagic product offering
Product offeringCore offering
InsurMagic sells a DSGVO-compliant AI-powered WhatsApp Business solution for insurance brokers in the DACH region, with native integration into Maklerverwaltungsprogramme (MVP) insurance management systems. The platform enables automatic chat documentation, AI-assisted messaging, voice message transcription, team collaboration, document handling, and contract viewing directly within WhatsApp, replacing manual documentation workflows. A complementary AI phone assistant product, HalloFelix, handles incoming calls 24/7 and books appointments with MVP/CRM integration.
Product overview
InsurMagic offers a platform-plus-modules product architecture centered on AI-powered communication tools for insurance brokers in the DACH region. The core products are InsurMagic WhatsApp (AI-enhanced WhatsApp Business solution with MVP integration) and HalloFelix (AI phone assistant), available separately or as a discounted bundle. Both products integrate with Maklerverwaltungsprogramme (MVP) systems used by insurance brokers. The company also provides free marketing tools including a WhatsApp Link Generator and WhatsApp Button Generator. The platform emphasizes GDPR compliance, EU-hosted infrastructure, and integration with major broker management systems including Professional Works, AMEISE, aB-Agenta, ams.5/6, VEMAoffice, Keasy, and meinMVP.
Differentiator
Problem solved
Functional benefit
Brands
- HalloFelix: AI phone assistant for insurance brokers that handles incoming calls, performs initial call processing, and integrates with MVP systems.
Products and services
- InsurMagic WhatsApp AI-powered, DSGVO-compliant WhatsApp Business solution for insurance brokers, providing automatic chat documentation into Maklerverwaltungsprogramme (MVP) systems, AI-assisted messaging, voice message transcription, team collaboration, document management, and in-WhatsApp contract viewing. Targeted at independent brokers and small brokerages in the DACH region.
- HalloFelix AI Phone Assistant AI-powered telephone receptionist for insurance brokers that answers incoming calls 24/7, performs initial call processing, books appointments automatically, sends email notifications, and integrates with CRM/MVP insurance management systems. Offered in Starter (€99/mo), Professional (€189/mo), and Business (€399/mo) tiers and can be purchased standalone or bundled.
Quantifiable outcome
- +€4,500 average annual revenue increase per broker using InsurMagic
- +3 more outcomes
Companies that use InsurMagic
Customer profileNamed customers7 records
Segments2 records
Ideal customer profiles2 records
InsurMagic technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration14 records
AI capability8 records
Feature9 records
InsurMagic partnerships and signals
Strategic signalPartnerships
Eleven partnerships are on record, tiered core and minor.
- DEMV (Deutsche Software Manufakturvertreter)coreDEMV (Deutsche Software Manufakturvertreter) is a key integration partner for Professional Works. The partnership integrates InsurMagic's WhatsApp solution into the Professional Works insurance management platform. Announced December 2024.
- Blau DirektcoreBlau Direkt integration partner for AMEISE insurance management software. InsurMagic is natively integrated with AMEISE through Blau Direkt's platform.
- AssfinetcoreAssfinet integration partner for ams.5 and ams.6 insurance management software. Native integration connecting InsurMagic WhatsApp with ams management systems.
- VEMAcoreVEMA integration partner for VEMAoffice insurance management software. Full integration between InsurMagic WhatsApp and VEMAoffice platform.
- Fonds FinanzcoreFonds Finanz integration partner for Professional Works platform. InsurMagic's WhatsApp solution integrated through the Fonds Finanz ecosystem.
- MeinMVPcoreMeinMVP integration partner with native platform connection. Full feature access for MeinMVP users including contract viewing, chat documentation, and contact synchronization.
- KeasycoreKeasy integration partner for the Keasy insurance management system. Native WhatsApp integration available for Keasy users.
- ArisecurcoreArisecur integration partner for AMEISE through Arisecur platform. Alternative AMEISE integration route for insurance brokers using Arisecur.
- aB-Agenta (artBase! Software GmbH)coreaB-Agenta integration partner of artBase! Software GmbH. In February 2026, aB-Agenta integrated InsurMagic's HalloFelix AI office assistant alongside the WhatsApp solution. Deep integration with both products into the aB-Agenta MVP.
- AfW Bundesverband Finanzdienstleistung e.V.minorSupporting member (Fördermitglied) of the AfW Bundesverband Finanzdienstleistung e.V., the professional association for independent insurance brokers in Germany. Janik Sauerbier, CEO, supports the association's work for professional framework conditions in the independent distribution sector.
- InsurMagic Partner Program (Referral Partners)minorIndividual partner program where partners recommend InsurMagic and receive compensation for each successful conversion. Managed personally by CEO Janik Sauerbier with customized terms for each partner.
Scale indicators6 records
Recent moves6 records
Expansion highlights6 records
InsurMagic competitors and assessment
Company assessmentEmerging players
- Retell AI: AI phone agent builder targeted at SMBs and verticals including financial services. Comparable to HalloFelix on automated inbound call handling and CRM integration.
- VAPI: Developer platform for building voice AI agents with telephony integrations. Competes with the underlying technology powering HalloFelix and could be white-labeled into comparable broker-facing telephony products.
- Synthflow AI: AI voice agent platform enabling SMBs to deploy 24/7 phone assistants with calendar/CRM integration. Direct overlap with InsurMagic's HalloFelix product for inbound call handling and appointment booking.
- Bland AI: AI voice agent platform for automated inbound/outbound calls with calendar and CRM integrations. Direct technical overlap with HalloFelix's autonomous phone answering and appointment booking features.
Regional players
- sipgate: German cloud telephony provider serving SMBs across DACH. Competes with HalloFelix at the telephony layer within the same geography and customer base, though without the broker-specific MVP integrations InsurMagic offers.
Broad incumbents
- Twilio: Global CPaaS incumbent whose WhatsApp Business API and Segment/Engage products overlap with InsurMagic's messaging and contact-synchronization functionality, though Twilio serves all verticals rather than specializing in DACH insurance brokerage.
- Sinch: Global CPaaS provider offering WhatsApp Business, voice and conversational AI services across multiple verticals. Functionally adjacent to InsurMagic's messaging and voice stack at much larger scale.
- HubSpot: CRM and customer engagement platform with WhatsApp Business integration, team inbox and AI-assisted conversations. Overlaps with InsurMagic's chat documentation, team collaboration and AI assistant capabilities, though aimed at a much broader market.
- Bird (formerly MessageBird): Omnichannel communications platform with native WhatsApp, voice and CRM-integration capabilities that overlap with InsurMagic's combined WhatsApp + HalloFelix offering for SMB customer communication.
Direct peers
- 360dialog: Provides WhatsApp Business API infrastructure that insurance brokers and other SMBs can use to build similar customer communication workflows. Competes directly with InsurMagic's underlying messaging capabilities and could be extended into a comparable broker-facing solution.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
InsurMagic social profiles
Digital presenceInsurMagic compliance and trust
Trust signalCompliance2 records
InsurMagic financial estimates
Financial estimateRevenue estimate
Valuation estimate
InsurMagic leadership team
Management profileNumber of profiles
Profiles3 records
InsurMagic funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
InsurMagic M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about InsurMagic
What does InsurMagic do?
InsurMagic sells a DSGVO-compliant AI-powered WhatsApp Business solution for insurance brokers in the DACH region, with native integration into Maklerverwaltungsprogramme (MVP) insurance management systems. The platform enables automatic chat documentation, AI-assisted messaging, voice message transcription, team collaboration, document handling, and contract viewing directly within WhatsApp, replacing manual documentation workflows. A complementary AI phone assistant product, HalloFelix, handles incoming calls 24/7 and books appointments with MVP/CRM integration.
Is InsurMagic a public or private company?
InsurMagic is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was InsurMagic founded?
InsurMagic was founded in 2024. It employs 1 to 10 people.
Where is InsurMagic based?
InsurMagic is headquartered in Munich, Germany, in the Europe region.
How does InsurMagic make money?
Three revenue lines are on record. WhatsApp Software Subscription (InsurMagic) is the primary driver. The others are halloFelix AI Phone Assistant Subscription and bundle Discount (Platform).
Who are InsurMagic's main competitors?
Emerging players on record are Retell AI, VAPI, Synthflow AI and Bland AI. sipgate is listed as a regional player. Broad incumbents are Twilio, Sinch, HubSpot and Bird (formerly MessageBird). 360dialog is listed as a direct peer.
Does InsurMagic have an API?
No public API is recorded for InsurMagic.
What industry is InsurMagic in?
InsurMagic's product category is Insurance Broker Communication Software. Its primary akta.pro industry code is FSAGAGAF, Telematics & Usage-Based Insurance (UBI) Platforms, with a secondary code of BPAEABAK, Collaboration & Unified Communications Management (UCaaS/VoIP). Its NAICS code is 513210 and its SIC code is 7372.