Insurance advisors in Mexico and LATAM spend most of their time cold calling strangers who aren't ready to buy. Grundy flips that. Each advisor gets a personal URL (grundy.app/your-name) they share on WhatsApp, social, or in person. The prospect fills out a financial health quiz, gets a personalized report with their patrimonial score — and the advisor receives the qualified lead automatically in their CRM.
Hey Product Hunt! 👋
I'm Fausto, founder of Grundy.
I built this because I watched my father-in-law — an insurance advisor with 20+ years of experience — spend his mornings cold calling from a spreadsheet. He's exceptional at his job, but the prospecting part was killing his motivation.
The problem isn't unique to him. There are 500,000+ independent insurance advisors in Mexico alone, and most of them still prospect the same way they did in 2005.
Grundy gives each advisor a personal link they can share anywhere. The prospect fills out a financial diagnostic, gets a real report about their financial health, and the advisor gets the lead — already qualified, already contextualized — without asking for it.
The viral piece surprised us the most: prospects share the link to unlock free diagnostics for themselves, which generates new leads for the advisor at zero extra cost. It's become the main growth driver for our top advisors.
We're live in Mexico, Colombia, and Argentina. Would love your feedback — especially from anyone who's worked with insurance distribution or financial services in LATAM.
Happy to answer anything. 🙌
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