Segfy

Segfy is an online platform specifically designed for insurance brokers. According to the vendor, it offers a range of tools and features to streamline and enhance the insurance brokerage process, including sales funnel management, quote generation, and policy management. The platform is aimed at insurance brokers of all sizes, from small independent firms to large agencies. It is utilized by professionals in various industries, including insurance brokers, insurance agencies, insurance consultants, risk management professionals, and financial advisors.

Key Features

Multicálculo Rápido: According to the vendor, Segfy's HFy Quotes is a fast multicalculation tool that allows brokers to generate quotes in seconds. It is said to speed up the quoting process, potentially saving time and increasing productivity. Brokers can reportedly perform unlimited calculations per month at no additional cost.

Múltiplos Ramos: Segfy enables brokers to calculate quotes for various insurance lines, including Auto, Motorcycle, Truck, Home, Condo, Business, and Individual Life. The platform is said to offer automatic quotes from the country's 17 largest insurers, such as Porto Seguro, Mapfre, Bradesco, Zurich, Liberty, among others.

Orçamento Personalizado: Brokers can reportedly create personalized proposals with their brokerage's branding using Segfy. They have the ability to select insurers and send online proposals for a 100% digital contracting process.

Formulário de Cotação Online: Segfy provides an online quote form on the broker's website. According to the vendor, it automatically populates all the insured's information directly into the Segfy system.

Integração com WhatsApp: Segfy offers integration with WhatsApp, allowing brokers to send quotes and proposals directly through the messaging app. The vendor claims that this feature enhances customer engagement.

Gestão de Clientes: Segfy allows brokers to organize and manage client information efficiently. The platform stores details such as name, contact information, policies, claims, and interaction history.

Renovação Automática: According to the vendor, Segfy simplifies the policy renewal process by automating proposal generation and sending them to clients. This feature is said to help ensure policy continuity and maintain customer satisfaction.

Controle de Comissões: Segfy reportedly enables brokers to track and monitor commissions received from insurers. The platform generates reports and statements to facilitate brokerage financial management.

Integração Bancária: Segfy offers integration with financial institutions, allowing brokers to access clients' financial information easily. Brokers can reportedly view balances, statements, and transactions directly within the Segfy platform.

Controle de Renovações: Segfy helps brokers track and manage policy renewals to avoid missing deadlines and opportunities. According to the vendor, it sends reminders and automated notifications to the sales team.