SegFlexNET logo

SegFlexNET

by Autorun Informática · Since N.A
No reviews yet
ActiveAvailable globallyCloud
Quick facts
VendorAutorun Informática
Year launchedN.A
StatusActive
LocationRua Voluntários da Pátria 2490, Sala 254 - Santana, São Paulo, SP 02401-000, BR
Countries servedGlobal
Languages3
IntegrationsN/A
Free tierN/A
Free trialN/A
Contact salesYES

About SegFlexNET

SEGFLEXNET by Autorun Informática is an insurance management software platform developed to help insurance brokers, agencies, and insurance companies manage their operational processes more efficiently.

SEGFLEXNET by Autorun Informática is an insurance management software platform developed to help insurance brokers, agencies, and insurance companies manage their operational processes more efficiently. The software focuses on providing a centralized environment where users can handle policy administration, client management, financial tracking, and claims processing. Its primary purpose is to simplify insurance operations through automation and organized data management while improving communication between brokers, clients, and insurance providers. Key features typically include policy lifecycle management, customer relationship management tools, claims tracking, reporting capabilities, and document storage. By consolidating multiple insurance-related functions into a single system, SEGFLEXNET enables organizations to improve workflow efficiency and maintain accurate records across their operations.

Pros & Cons

Pros
  • The cloud setup is a lifesaver, letting you run your entire brokerage from a laptop at any coffee shop.
  • Pulling data straight from PDFs saves a massive amount of time and cuts out those annoying manual typing errors.
  • It handles the messy math of producer commissions like a bank, making sure everyone gets paid the right amount.
  • The system grows with you, having been shaped by real broker feedback over twenty years in the industry.
  • Hosting everything on Google Cloud gives you peace of mind that your client data is locked down tight.
Cons
  • If your internet goes down, you’re essentially locked out of your office since everything lives in the cloud.
  • The interface looks a bit dated and busy, which might feel overwhelming for a new user to navigate.
  • While it covers the basics, it seems to lack the advanced AI automation found in newer, flashier competitors.
  • Support is only available during standard business hours, which is tough if you hit a snag late at night.
  • The mobile version is great for quick checks, but you still need a desktop for the heavy-duty management tasks.

Features

Key features

PDF Proposal Import

Streamlines data entry by automatically extracting customer and insurance details directly from digital proposal documents.

Digital Archive

Eliminates physical paperwork by providing a centralized cloud-based repository for all brokerage files and documents.

Producer Commission Management

Functions like a bank account to track, calculate, and manage payments for various insurance producers seamlessly.

Mobile Management Suite

Enables brokers to open service calls, check customer data, and track renewals directly from any smartphone or tablet.

Award-Winning Nomination Program

Incentivizes growth by offering a 10% renewal discount to users who refer new customers to the platform.

Additional features

Digital Archive

Provides a paperless environment where all files are stored digitally and are easily accessible at any time.

Import of Proposal

Uses PDF technology to quickly pull policy and client information into the system without manual typing.

Sinister Tracking

Offers a comprehensive module to monitor insurance claims through every phase, including history and warning prints.

Producer Extract

Simplifies financial oversight for sales teams by managing commissions with the precision of a banking system.

Appointment Agenda

Features a dynamic calendar tool designed to help brokers organize daily commitments and professional tasks efficiently.

Prospecting

Acts as a CRM to store and manage information on potential clients to help close more sales deals.

Profile of Insured

Includes specific questionnaires for different insurance companies to build a complete profile for every customer.

Accounts Payable

Tracks all brokerage expenses through a detailed chart of accounts to identify and reduce unnecessary costs.

Access Control

Gives administrators the ability to set specific permissions for every button and operation within the system per user.

Cloud Accessibility

Operates as a web-based platform, allowing users to log in from any device with an internet connection.

Daily Backups

Ensures data integrity and recovery by automatically saving system information every day.

Google Cloud Hosting

Utilizes high-tier data centers to provide 24-hour security and reliable server uptime for business continuity.

Customer Support

Connects users with a dedicated team of experts for technical guidance and system troubleshooting.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
3
Interface languages
2
Billing currencies

Interface languages

EnglishSpanishPortuguese

Billing currencies

🇺🇸USD🇧🇷BRL

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