About segElevia
segElevia is a cloud-based insurance brokerage management platform developed by MPM Software to support the digital transformation of insurance mediation companies.
segElevia is a cloud-based insurance brokerage management platform developed by MPM Software to support the digital transformation of insurance mediation companies. The system combines CRM, ERP, and process automation tools in a single environment tailored specifically for insurance brokers and agencies. One of its strongest aspects is its ability to centralize the entire insurance lifecycle, including policy management, claims tracking, customer communications, and financial operations. The platform also integrates advanced technologies such as intelligent quoting through TarifAI and automated chat support via Elevia BOT, helping brokers deliver faster responses and more competitive offers to clients. segElevia emphasizes automation and connectivity, enabling real-time integration with insurers and external tools. Its customer portals and communication channels also enhance client engagement and service efficiency. While the platform can require training and customization during implementation, it remains a powerful and scalable solution for professional insurance brokerage firms seeking to modernize their operations and streamline complex workflows.
Pros & Cons
- Strong integration ecosystem connecting insurers, communication channels, and digital signature tools for seamless workflows.
- Intelligent quoting modules accelerate policy comparisons and significantly reduce time required for insurance offer generation.
- Cloud-based architecture allows secure remote access, high scalability, and simplified infrastructure management for brokerages.
- Advanced automation and workflow scheduling improve operational efficiency and reduce manual administrative tasks across teams.
- Implementation and customization can require significant onboarding time and technical assistance from vendor consultants.
- Pricing and modules are often enterprise-oriented, potentially making it expensive for smaller brokerage firms.
- Heavy reliance on integrations with insurers means configuration complexity when connecting multiple insurance providers.
- User interface and advanced features may require training before staff can fully utilize the system effectively.
Features
Key features
Centralized dashboard showing complete customer profile, policies, communications, and history.
Manages policy lifecycle including issuance, renewals, endorsements, and cancellations.
Tracks leads, opportunities, and client interactions to improve sales management.
Automatically compares insurance offers across multiple insurers to generate competitive quotes.
Automates workflows such as approvals, renewals, and policy updates.
Additional features
Organizes clients into categories based on profiles, policy types, demographics, or business criteria.
Enables brokers to create, track, and manage targeted marketing campaigns for insurance products.
Automatically distributes tasks to team members based on workflows, roles, or predefined rules.
Manages operational processes by scheduling tasks, approvals, and notifications within the platform.
Connects directly with insurance company systems to exchange policy and customer data efficiently.
Allows brokers to monitor insurance claims status, documentation, and communications in one place.
Syncs email communication with client profiles for easier tracking of conversations and policy discussions.
Sends legally certified emails with proof of delivery and digital evidence for compliance purposes.
Pricing
Countries & Languages
Available in
Interface languages
Billing currencies
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About segElevia
segElevia is a cloud-based insurance brokerage management platform developed by MPM Software to support the digital transformation of insurance mediation companies.
segElevia Details
segElevia's In-App Market Place
Does segElevia have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), CAD (C$), AUD (A$), JPY (¥), CHF (CHF), CNY (¥), INR (₹), SGD (S$), HKD (HK$), SEK (kr), NZD (NZ$), KRW (₩), NOK (kr), MXN (Mex$), BRL (R$), TRY (₺), ZAR (R), RUB (₽)
Pros & Cons
- Strong integration ecosystem connecting insurers, communication channels, and digital signature tools for seamless workflows.
- Intelligent quoting modules accelerate policy comparisons and significantly reduce time required for insurance offer generation.
- Cloud-based architecture allows secure remote access, high scalability, and simplified infrastructure management for brokerages.
- Advanced automation and workflow scheduling improve operational efficiency and reduce manual administrative tasks across teams.
- Implementation and customization can require significant onboarding time and technical assistance from vendor consultants.
- Pricing and modules are often enterprise-oriented, potentially making it expensive for smaller brokerage firms.
- Heavy reliance on integrations with insurers means configuration complexity when connecting multiple insurance providers.
- User interface and advanced features may require training before staff can fully utilize the system effectively.
segElevia's Support Options
Email Address
comercial@mpm.esContact
+34 938 053 993segElevia's Alternatives
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