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