Softseguros

Softseguros is a CRM software specifically designed for insurance agents and agencies. According to the vendor, it caters to the needs of small to medium-sized insurance agencies and brokers, providing them with efficient management of policies, payments, vendors, and renewals. This solution is widely used by insurance professionals, including insurance agents, brokers, agencies, companies, and other industry stakeholders.

Key Features

Multicotizador de Autos: According to the vendor, Softseguros allows users to generate auto insurance quotes in minutes and automatically, exclusively in Colombia.

Administración de pólizas: Softseguros organizes all insurance policies with an easy-to-use specialized system, according to the vendor. It enables the creation of individual, group, and bundled policies with a single click and manages payments in a streamlined process.

CRM Especializado: The vendor claims that Softseguros focuses specifically on the needs of insurance agents, keeping them up to date with the latest market trends and needs.

Notificación de renovaciones: Softseguros sends renewal notifications to clients directly through WhatsApp, providing detailed information about payments and renewals, as stated by the vendor.

WhatsApp integrado con Softseguros: According to the vendor, Softseguros seamlessly integrates WhatsApp for communication with clients. It allows the sending of payment and renewal messages directly from the messaging platform.

Mensajes de texto: Softseguros sends text messages to clients for notifications and updates, according to the vendor.

Correo electrónico: According to the vendor, Softseguros sends emails to clients for notifications and updates.

Login para asegurados: Softseguros allows clients to log in and access their policy information, payments, and renewals, according to the vendor.

Información segura: The vendor claims that Softseguros ensures data security with over 99% server security using Amazon Web Services.

Accesos a usuarios: Softseguros creates user accounts for clients to check debts, payments, and renewals, according to the vendor.