An impressive new version for the best cloud-based Agency Management Software. Maximize your agency's potential, increase your sales, retain customers, organize tasks and get a high efficiency level keeping you up-to-date with key indicators.

Features & Prints

New Ideas, New Solutions

Policy Administration

Complete Portfolio Administration. Multiple Business Lines. Companies. Products, and Currencies. Multiple Agency levels. Renewals. Payments. File Management. Multiple Reports.

Lives

Clients, Beneficiaries, Employees. Sales Team. Business, Companies & Groups. Agents: Agreements, KPI’s, Overview, others. Birthdays. Automatic Renewals Alerts. Mailing.

Claims

Policy Information. Claimant, Dates, Status, Claim Number, Amounts, Multiple Invoices. Currency, Alarms. File Management. Multiple Reports. Automatic Alerts.

CRM

Leads. Prospects. Quotations. File Management. Actions & Activities. Workflow Alerts. Multiple and Automatic Reports.

Commissions

Commission Payments by Agent. Agreements by Company. Multiple Reports. Custom Structure. Complete Override Calculations.

Sales Reports

Multiple Sales Reports, by Company, Product, Business Line, Agents Ranking, others. Create-Your-Own Reports. Graphs / Charts. Filters, Totals. Automatic Report Sending to E-mail account.

Workflow

Complete Task Management. Calendar. Status. Files. E-mail Reports. Create and Set Automatic Tasks. CRM, Policies, Claims, Commissions, others.

Incentives

Multiple Convention Qualifications. Internal Incentives. Multiple Agency Levels. On-Time Reports. Automatic Reports by E-Mail.

Automatic Reports

Automatic Reports. Daily & Weekly Reports. Users activity. Renewals, Sales, Portfolio Status, Claims, Pending Policies. Custom Report Sending.

Presenting V3, the brand new version of the best cloud-based Agency Management Software.

AdminSeg is a complete Portfolio Management System, perfect for Agencies, Brokers, Companies and every professional in the insurance industry.

Already operating in 18 countries, many agencies are benefiting from this software.

With processes like policy administration, commission conciliation, automatic notifications, renewals & payments, claims, tasks, special dates, etc., you will generate added value, sales, new business, and big savings for your organization.

AdminSeg is fully compatible, highly user friendly and 100% Customizable.

Start by scheduling your leads and prospects, then manage professionally your portfolio with a complete workflow and receive personalized and automatic reports.

The V3 version brings incredible new features in an entirely new platform, with a stunning look & feel.

Maximize your agency’s potential, increase your sales, retain customers, organize tasks and get the highest efficiency level keeping you up-to-date with key indicators.

The future of your agency is here. Welcome to AdminSeg V3.

New Mobile App & Agents Portal

White Label Customizable Style, Policies, Customers, Claims, Sales Reports, Incentives. Commisions. Birthdays. Policies. Customers. Sales Reports. Incentives. Renewals. Commissions. Claims. Birthdays. Online Application. Downloads.

Frequently Asked Questions

By scheduling an Online Presentation here you will learn everything about the product and we'll answer all your queries.
AdminSeg is not licensed or shared software. You’ll have your own system and database, extremely secured and confidential.
You don’t have to pay for user. AdminSeg allows you to create unlimited users with multiple hierarchies or access levels, including agents and sub-agencies.
Yes! AdminSeg is fully customizable. The implementation includes a complete setup process where we will adapt the system to your agency operation.
Nothing! Every initial or future functionality adaptation is included on a monthly plan fee. It also includes the version updates. Your software will never be outdated or obsolete.
Yes! The implementation cost includes conversion and migration of your actual database.
Unlimited! Your agency portfolio can grow without extra payments.