Tu Momento is the first digital auto insurance company in Mexico, founded by a team of former McKinsey consultants. Today, it has a workforce of between 51 and 200 people. During its first months of operation, the direct sales channel relied entirely on an external call center: they could sell, but they had no visibility into how the process was executed or room to correct it. In mid-2024, the company decided to internalize that sales team and adopt Vixiees as a support platform to manage it.
Before: a sales channel dependent on an external call center
Tu Momento is the first digital auto insurance company in Mexico founded by former McKinsey consultants.
During its first months, the direct sales channel relied on an external call center.
This structure allowed them to sell, but it generated several problems:
Lack of control over the sales process.
Inability to review calls, messages, or response times.
Difficulty in measuring the frequency of contact with each lead.
Total dependence on the external provider to maintain the sales pace.
“In the end, if you have it outsourced, you have to trust that the call center is doing it well.
You have no control.”
— Valerio, Head of Customer Success, Tu Momento
The change: internalizing the direct channel
In mid-2024, Tu Momento decided to internalize its sales team and adopt Vixiees as a support platform for its internal call center.
Main reasons:
Regain visibility over the entire contacting process.
Directly manage calls, WhatsApp, and remarketing.
Set up their own call sequences and priorities.
Organize different campaigns according to the lead type or channel.
“The main thing for us was being able to define the sequence and set contact priorities.
Additionally, being able to do it through different playbooks was essential.”
— Valerio, Head of Customer Success
Results and current operations
Sales team expanded from 2 to +10 salespeople in 17 months.
Onboarding of new agents in 3 to 4 days, from training to first sales.
Ability to segment campaigns and adapt flows based on lead type.
Simple activation of new licenses without technical intervention.
Stable integration between their internal CRM and Vixiees to keep statuses synchronized.
“Now we can review calls, messages, and contact times.
We have complete control.”
— Valerio
Current operations
Agents work with two screens:
In their internal CRM, they quote and manage customer data.
In Vixiees, they organize tasks, calls, WhatsApp, and contact priorities.
Each time the status is updated in the CRM, tasks change automatically in Vixiees, keeping both systems synchronized.
“We basically use both: CRM for the quoting part and Vixiees for managing calls, emails, and WhatsApp.”
— Valerio
Growth
Since implementation, the team's growth has been progressive and aligned with the company's geographical expansion:
every time we open in a new state or increase lead volume, it is accompanied by new additions to the sales team, and it takes us 1 click and 2-3 days until they are selling.
Economic impact
Before internalizing the channel, Tu Momento paid for the full management of its sales team to an external provider without visibility into how the process was executed, making it impossible to measure how many leads were lost due to lack of follow-up or how much time was wasted on tasks other than selling. By bringing the team in-house and supporting them with Vixiees, the insurer reduced the time spent on connections and systems by 40%, time that is now spent contacting leads. In addition, each new hire starts selling in 3 to 4 days, allowing the team to scale at the pace of the company's geographical expansion without the learning curve slowing down sales growth.
Key success factors
Different playbooks based on lead type or channel, instead of a single generic process.
Integration between Tu Momento's internal CRM and Vixiees, with automatic task synchronization.
Onboarding of new agents in days, not weeks.
Scaling of the team aligned with the business's geographical expansion, without technical friction.
“It has been quite organic. As we grow into new states, we hire more people and activate new licenses.”
— Valerio
Conclusion
Tu Momento successfully transitioned from an outsourced and low-visibility model to an internal system with full control over its sales process.
Today they manage their leads with greater accuracy, speed, and operational autonomy.
Does your sales team also rely on an external provider and you don't have real visibility into what is happening with your leads? This is how Tu Momento Seguros regained control from start to finish. Book a Strategic Meeting with the Vixiees team and let's analyze together where the gap is in your process.
“Vixiees is an enabler for us.
If it disappeared tomorrow, we would have to look for another one just like it immediately… But we wouldn't know where.”
— Valerio, Head of Customer Success
