AdminSeg

AdminSeg is an online Administration System designed for Insurance Providers, Brokers, Agencies, and Independent Professionals dedicated to Insurance Production. According to the vendor, this platform offers customized solutions for efficiently managing insurance portfolios, maximizing results, and securely accessing real-time information. AdminSeg is suitable for organizations of all sizes, from small independent agencies to large international insurance providers. It is widely used by professionals in the insurance industry, including insurance providers, brokers/agencies, and individual agents.

Key Features

Policy Administration: AdminSeg provides a range of features for managing insurance portfolios, including electronic document issuance, underwriting process, support for multiple business lines, products, and plans, multiple agency/sales levels, multiple currency support, electronic payments, renewals control, cloud files administration, tasks management, activity reports, custom reports, and automatic notifications and alarms.

Quoting: According to the vendor, AdminSeg offers features for generating and delivering insurance quotes via email, providing enrollment options, creating PDF illustrations, sharing online application links with agents/agencies, customizing documentation, receiving automatic notifications, accessing quotation reports, and tracking applications in process.

Insurance Application: AdminSeg provides a web-based and responsive insurance application process. It supports reflexive questions, online form options, digital signatures, credit card payment processing, document attachment, and online applications for agents and consultants.

Lives-Insured-Members: According to the vendor, this feature enables users to manage clients, beneficiaries, additional insured individuals, employees, agents, sales teams, companies, groups, agreements, key performance indicators (KPIs), and other related entities.

Document Issuance: AdminSeg allows for customizable styles and structures for document issuance. Users can automate email notifications upon policy approval and generate various documents such as insurance applications, policy contracts, coverage certificates, welcome letters, terms and conditions, and more.

Underwriting: According to the vendor, AdminSeg streamlines the policy approval process with features like underwriter notes, email notifications, detailed restrictions, International Classification of Diseases (ICD) support, and the ability to handle amendments, exclusions, extra premiums, and more.

Commissions: AdminSeg offers features for the settlement of sales and renewal commissions, payments by agents/agencies, support for multiple level agreements, individual and general commission structures, complete override capabilities, referral commissions, reports by agent/agency, historical records, and charts and graphics.

Claims: AdminSeg provides comprehensive management of claims, including claimant details, dates, status, amounts, invoices administration, policy information, complete descriptions, files management, multiple reports, and automatic alerts.

Sales Reports: Users can generate multiple sales reports based on branch, product, plans, and more. The system offers agents ranking, monthly and annual sales reports, customizable filters, report downloads in PDF and Excel formats, the ability to create and program custom reports, key performance indicators (KPIs), dynamic custom charts, application reports, and automatic email reports.

CRM: AdminSeg includes a robust CRM module for managing prospects and leads, quoting tools, task workflows, activity planning and scheduling, files administration, alerts and real-time notifications, and automatic email reports.