Softseguros Overview

Softseguros is a specialized customer relationship management (CRM) software designed specifically for the insurance industry. This platform helps insurance companies manage client relationships, streamline sales processes, and enhance customer service. With Softseguros, insurance agents and brokers can track leads, automate communication, and manage policies all from a single, centralized system. The software includes features for managing client profiles, tracking policy renewals, and recording claim history, providing a 360-degree view of customer interactions. Softseguros also offers robust reporting and analytics tools, enabling insurance firms to monitor sales performance, identify trends, and evaluate agent productivity. The software integrates with other insurance management tools, such as underwriting systems and claims management platforms, creating a seamless workflow for agents and brokers. By automating routine tasks, Softseguros helps businesses reduce administrative burdens, improve response times, and enhance customer satisfaction. Whether you are managing a small agency or a large insurance company, Softseguros provides the tools needed to increase efficiency, grow your customer base, and improve service delivery.

Read More

Contact Details

  • Vendor Name Softseguros
  • Founded 2014
  • Location Colombia

Support

  • Chat Chat

Training

  • Webinar Webinar

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Advertising & Marketing, Financial Services, Information Technology & Services

You May Also Like

Nutshell

Nutshell

$16 Per month

Close

Close

$49 Per month

Insightly

Insightly

$29 Per user

Softseguros Features

  • Arrow Icon Insurance Rating
  • Arrow Icon Contact Management
  • Arrow Icon Insurance Policy Management
  • Arrow Icon Document Management
  • Arrow Icon Claims Management
  • Arrow Icon Self Service Portal
  • Arrow Icon Property & Casualty
  • Arrow Icon Commission Management
  • Arrow Icon Policy Management
  • Arrow Icon Life & Health
  • Arrow Icon Workflow Management
  • Arrow Icon Audit Trail
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Activity Tracking
  • Arrow Icon Referral Tracking
  • Arrow Icon Mobile Access
  • Arrow Icon Lead Qualification
  • Arrow Icon Contact Database
  • Arrow Icon Sales Pipeline Management
  • Arrow Icon Territory Management
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Customizable Fields
  • Arrow Icon Calendar/Reminder System
  • Arrow Icon Marketing Automation
  • Arrow Icon Task Management
  • Arrow Icon Interaction Tracking
  • Arrow Icon Social Media Integration
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Capture
  • Arrow Icon Forecasting
  • Arrow Icon Contact Management
  • Arrow Icon Email Management
  • Arrow Icon Lead Generation
  • Arrow Icon Workflow Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Internal Chat Integration
  • Arrow Icon Segmentation
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Document Storage
  • Arrow Icon Lead Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Data Import/Export

Softseguros Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • COP ($) COP ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$80 Per User

Softseguros FAQs

Softseguros is a specialized customer relationship management (CRM) software designed specifically for the insurance industry. This platform helps insurance companies manage client relationships, streamline sales processes, and enhance customer service. With Softseguros, insurance agents and brokers can track leads, automate communication, and manage policies all from a single, centralized system. The software includes features for managing client profiles, tracking policy renewals, and recording claim history, providing a 360-degree view of customer interactions. Softseguros also offers robust reporting and analytics tools, enabling insurance firms to monitor sales performance, identify trends, and evaluate agent productivity. The software integrates with other insurance management tools, such as underwriting systems and claims management platforms, creating a seamless workflow for agents and brokers. By automating routine tasks, Softseguros helps businesses reduce administrative burdens, improve response times, and enhance customer satisfaction. Whether you are managing a small agency or a large insurance company, Softseguros provides the tools needed to increase efficiency, grow your customer base, and improve service delivery.

  • No, Softseguros does not offer a free version.

  • Yes, Softseguros offers a free trial.

  • No, Credit Card details are not required for the Softseguros trial.

  • Softseguros offers the following pricing plans & packages:

    Basic

    $80 Per User

  • Softseguros supports the following payment frequencies:

    • Monthly Subscription

  • No, Softseguros does not offer an API.

  • Softseguros offers support with the following options:
    • Chat

  • Softseguros offers training with the following options:
    • Webinar

  • Softseguros supports the following languages:
    • English

  • Following are the typical users of the Softseguros:
    • Self-Employed , Small-Business , Midsize-Business

  • Softseguros supports the following deployment:
    • Cloud Hosted

  • Softseguros supports the following devices and operating systems:
    • Web-Based