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SegFlexNET

Cloud-based management software for insurance brokerages in Brazil

Distribution & Sales Established Bootstrapped
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Overview

SegFlexNET is a cloud-based brokerage management platform for insurance brokers and corretoras in Brazil, supporting both P&C and life business lines. The platform consolidates core brokerage operations into a single system, covering client data management, proposal handling, claims tracking, commission statements, and prospect pipelines.

The system runs on Google Cloud with an Oracle database backend and delivers role-based access controls at the button level. iOS and Android mobile applications extend access for field-based broker staff. The platform targets the full range of Brazilian brokerage sizes, from independent agents to multi-location networks.

No public funding history has been identified; the company operates on a bootstrapped basis. Customer names are not publicly disclosed. SegFlexNET competes in the Brazilian insurance brokerage management software market, where its primary differentiation is the Oracle-backed database and cloud-native delivery model.

Products & Services

Brokerage Management Platform

A unified digital workspace for insurance brokers to manage client relationships, proposals, policies, and claims. Built on Oracle and hosted on Google Cloud, the platform replaces paper-based processes with structured digital workflows.

Key Features

  • Digital file management for client documents and insurance policies
  • Automated data extraction from insurance proposal PDFs
  • Claims tracking with phase monitoring and client notifications
  • Appointment scheduling and prospect pipeline management
  • Role-based access controls at button-level granularity

Target Users: Insurance brokers and corretoras across Brazil

Mobile Application

iOS and Android applications that extend core platform capabilities to broker team members working outside the office.

Key Features

  • Client data lookup and access
  • Support ticket creation
  • Policy renewal tracking

Target Users: Field-based broker and agency staff

Commission Management

A producer commission tracking module that provides structured visibility into accruals, payments, and reconciliation.

Key Features

  • Commission statements with running account-style display
  • Accrual and payment tracking per producer
  • Reconciliation and audit records

Target Users: Brokerage principals and accounting staff

Accounts Payable

Expense tracking and budget monitoring integrated into the brokerage management system.

Key Features

  • Expense entry and tracking
  • Budget monitoring against actuals

Target Users: Brokerage finance and administrative staff