AdminSEG is a modern online Administration System, ideal for Insurance Providers, Brokers, Agencies and Independent Professionals dedicated to Insurance Production. It provides 100% customized solutions that allow you to manage your portfolio efficiently, maximize results and access real-time information securely wherever you are.
Insurance Providers
Brokers / Agencies
Individual Agents
AdminSEG offers innumerable advantages, from the quote process, online application and issuance of coverage, to its renewal and cancellation. Manage your customer portfolio from any device, in an efficient and personalized way. Manage your business through a friendly, reliable, secure and 100% online system.
+ INFOA 100% digital, cloud-based, customizable and comprehensive solution for automating the life cycle of your policies through paperless procedures in its entirety.
Diagram, adapt and develop your software model according to the profile, needs and objectives of your organization. Your AdminSEG system will be your own, unique and tailored to your needs.
Receive updated information on prospects, quotes, sales and customers. Manage your tasks and processes. Design analyzes and projections. Create and automate your own statistical, sales and commercial objective reports.
Obtain competitive advantages, optimizing processes in a detailed, professional and efficient way from any location and device. Online applications, web portals and real-time reports for your agents and clients, adding value to your services.
Maximize your company potential, digitize processes, increase your sales, retain customers and provide your policyholders and agents with the highest level of efficiency, keeping them updated with key indicators.
Complete Insurance Portfolio Management. Electronic Document Issuance. Underwriting Process. Multiple Business Lines, Products & Plans. Multiple Agency/Sales Levels. Multiple Currency. Electronic Payments. Renewals Full Control. Cloud Files Admin. Tasks. Activity Reports. Custom Reports. Automatic Notifications & Alarms.
E-mail Delivery. Enrollment Option. PDF Illustrations. Online Application Link by Agent/Agency. Customizable Documentation. Automatic Notifications. Quotation Reports. Historical Records. Applications in Process.
Web Based. 100% Responsive. Link From E-mail Quote. Reflexive Questions. Online Form option. Digital Signature. Credit Card Payment Process. Document Attachment. Agent/Consultant Online Application.
Clients, beneficiaries, additional insured, employees, etc. Agents, Sales Team, Companies, Groups. Agreements, KPI’s, others.
Customizable Styles and Structures. Automated E-mail upon Policy Approval. Insurance Application. Policy Contract. Coverage Certificate. Welcome Letter. Terms & Conditions. Others.
Policy Approval Process. Underwriter Notes. E-mail Notifications. Restrictions Details. International Classification of Diseases (ICD). Amendment, Exclusion, Extra Premium, others.
Sales & Renewals Commission Settlements. Payments by Agent / Agency. Multiple level Agreements. Individual & General Commission Structure. Complete Override. Referral Commissions. Reports by Agent/Agency. Historical Records. Charts & Graphics.
Complete Management by Policy. Claimant, Dates, Status, Amounts. Invoices Administration. Policy Information. Complete Description. Files Management. Multiple Reports. Automatic Alerts.
Multiple Sales Reports by Branch, Product, Plans and more. Agents Ranking. Monthly & Annual Sales. Custom Filters. Reports Download. PDF & Excel Sheets. Create and program your own Reports. Key Performance Indicators. Dynamic Custom Charts. Application Reports. Automatic E-mail Reports.
Prospects & Leads Administration. Quoting Tools. Quote & Send. Tasks Workflow. Activity Planning & Scheduling. Files Administration. Alerts & Real Time Notifications. Automatic E-mail Reports.
Daily, Weekly & Monthly Reports. Users Activity. Renewals, Payments, New Businesses. Claims, Commissions, Agreements, others.
Task Management. Calendar. Status, files, reports via email. Create and schedule recurring tasks.
Integrated with the Administration System. Policies / Clients. Sales reports. CRM. Incentives. Renovations. Commissions. Claims, others.
Policy Details. Payments. Claims. Endorsements. Contact with Agent / Company. Documentation. News.
White Label Mobile Application. Your Organization Brand & Logo. Clients & Policies. Claims. Sales Reports. CRM / Workflow. Commissions. Others.
100% Cloud system. USA datacenter. AdminSEG owned servers. SSL/PCI certificates. Total availability. 24x7x365 support. Full Backup Guaranteed.
| CLOUD | |
| PAPERLESS | CUSTOMIZABLE |
| INTEGRATED | REAL TIME |
| MOBILE | AUTOMATIC |
Policy/Client Administration, Quotes, Sales, Online Applications, Evaluation, Commissions, Reports & Analysis, Contact and Prospect Activity, Agent Portal, Client Portal and Claims Administration, 100% Digital & Paperless.
Our mission is to provide you with new solutions permanently, while we accompany and advise you at all times, being your system support and development team. If you want to know how we can help your organization, make an appointment with us and we will contact you to give you a detailed presentation and offer you a 100% tailored solution.