Adminseg
Our Software

AdminSEG is a complete 100% cloud Administration System for insurers, brokers, agencies and professionals dedicated to Insurance Production. Organizations from 23 countries have the benefits of this application, which allows managing the life cycle of each prospect, client and policy, from the quote process, online application and issuance of coverage, calculating commissions and attending claims until its renewal. and/or cancellation, through fully digitized and paperless procedures.

AdminSEG offers innumerable 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 customers.

AdminSEG allows you to diagram, adapt and develop your software model according to the profile, needs and objectives of your organization. Each AdminSEG system is its own, unique and tailored to each client.

The ideal and most innovative solution for your organization.

With AdminSEG you will obtain competitive advantages, digitizing and optimizing your processes in the most detailed, professional and accessible way.

  • Complete administration of the life cycle of each Policy.
  • Products quotes and illustrations issuance with multiple delivery methods.
  • Online insurance applications. Forms and reflective questions.
  • Complete management of Payments and Renewals through automatic notifications.
  • Applications Underwriting and evaluation. Requirements, documentation, restrictions, etc.
  • Digital issuance of documents, policies, coverage certificates, applications, letters, etc.
  • Complete Lives Management. Policyholders, groups, agents, suppliers, attachments, others.
  • Multiple branches of individual and corporate insurance. Life, Health, Investments, Travel, General Insurance, Damages, others.
  • Agent/Agency Applications. Digital recruitment by levels.
  • Contracts by agent and agency. Commercial structures without scale limits.
  • Commissions settlement by multiple levels, products, plans, additional coverage, etc.
  • Agents Portal. Access to the integrated AdminSEG system. Agent and administrative profiles.
  • Customized sales reports and graphs. Design, export and automation.
  • Key Performance Indicators, conventions qualification. On-Time report sending.
  • Claims Complete handling. Suppliers, International Disease Codes, invoices, attachments, letters, reports, and more.
  • Customizable push notifications. Applications, payments, renewals, claims, production, expirations, documentation, evaluations, endorsements, etc.
  • Customer Web Portal. Documentation, Payments, Renewals, Claims, Endorsements, News, Contacts, etc.
  • Workflow. Calendar of events, notifications, news. Agent notes.
  • CRM. Management of Prospects, Leads, Quotes. Calendar of Meetings and Tasks.
  • Users. Profile edit and custom with access hierarchies.
  • Customizable dashboard by user. Widgets with real time information. Notifications.
  • Documentation. Downloads section administrated on user level. Sales material, brochures, policies, rates, etc.
  • Mobile Application. Personalized Brand and Style. Quotes. CRM / Workflow. Policies, Clients. Claims / Claims. Sales reports. Commissions, others.
Adminseg App

AdminSEG Modules

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.

PoliciesManager
POLICY ADMINISTRATION

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.

Quote
QUOTING

E-mail Delivery. Enrollment Option. PDF Illustrations. Online Application Link by Agent/Agency. Customizable Documentation. Automatic Notifications. Quotation Reports. Historical Records. Applications in Process.

OnlineInsurance
INSURANCE APPLICATION

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.

Lives-Insured-Members
LIVES-INSURED-MEMBERS

Clients, beneficiaries, additional insured, employees, etc. Agents, Sales Team, Companies, Groups. Agreements, KPI’s, others.

Documents-Cards-Ids
DOCUMENT ISSUANCE

Customizable Styles and Structures. Automated E-mail upon Policy Approval. Insurance Application. Policy Contract. Coverage Certificate. Welcome Letter. Terms & Conditions. Others.

Evaluation-Underwriting
UNDERWRITING

Policy Approval Process. Underwriter Notes. E-mail Notifications. Restrictions Details. International Classification of Diseases (ICD). Amendment, Exclusion, Extra Premium, others.

Commission
COMMISSIONS

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.

Claims-Siniesters
CLAIMS

Complete Management by Policy. Claimant, Dates, Status, Amounts. Invoices Administration. Policy Information. Complete Description. Files Management. Multiple Reports. Automatic Alerts.

SalesReports
SALES REPORTS

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.

CRM
CRM

Prospects & Leads Administration. Quoting Tools. Quote & Send. Tasks Workflow. Activity Planning & Scheduling. Files Administration. Alerts & Real Time Notifications. Automatic E-mail Reports.

AutomaticReports
AUTOMATIC REPORTS

Daily, Weekly & Monthly Reports. Users Activity. Renewals, Payments, New Businesses. Claims, Commissions, Agreements, others.

Workflow
WORKFLOW

Task Management. Calendar. Status, files, reports via email. Create and schedule recurring tasks.

AgentPortal
AGENT PORTAL

Integrated with the Administration System. Policies / Clients. Sales reports. CRM. Incentives. Renovations. Commissions. Claims, others.

ClientPortal
CLIENT PORTAL

Policy Details. Payments. Claims. Endorsements. Contact with Agent / Company. Documentation. News.

AdminsegApp
ADMINSEG APP

White Label Mobile Application. Your Organization Brand & Logo. Clients & Policies. Claims. Sales Reports. CRM / Workflow. Commissions. Others.

Safety
SECURITY

100% Cloud system. USA datacenter. AdminSEG owned servers. SSL/PCI certificates. Total availability. 24x7x365 support. Full Backup Guaranteed.

Do you want to know more?

With presence in 23 countries and more than 10,000 users, AdminSEG is the insurance management tool that will take your business to the next level.

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.

adminseg