Overview
Segfy is a brokerage management software platform serving insurance brokers in Brazil. The company provides integrated digital tools that allow brokerages of all sizes to manage operations, generate leads, handle proposals, and administer policies across multiple insurance branches including health, auto, life, and others.
The platform is delivered as a cloud-based SaaS accessible on desktop, tablet, and mobile devices, and includes mobile quotation capabilities powered by artificial intelligence. Segfy supports compliance with Brazilian data protection regulations (LGPD) and markets its offering alongside responsive customer support.
In January 2021, Porto Seguro -- one of Brazil's largest insurance groups -- acquired a 74.67% stake in Segfy through its Porto Ventures Investment Fund. The company operates with continued autonomous management and product development following the acquisition.
Products & Services
Upfy
Complete brokerage management system combined with multicalculation. Consolidates lead generation, proposal management, policy administration, renewal tracking, sales and marketing tools, task management, and customer relationship management in one platform. Accessible on desktop, tablet, and mobile.
Key Features
- Policy and renewal lifecycle management
- Lead generation and proposal management
- Task and customer relationship management
Target Users: Insurance brokers and brokerage firms in Brazil
Foxfy
Mobile application with AI-powered insurance quotation capabilities. Enables brokers to deliver quick automated insurance quotations from mobile devices.
Key Features
- AI-driven quotation engine
- Mobile-first design
- Integration with the broader Segfy platform ecosystem
Target Users: Insurance brokers requiring mobile quotation capabilities
Multify
On-demand multicalculation service providing free monthly insurance calculations for brokers seeking targeted calculation functionality without the full platform.
Key Features
- On-demand insurance calculations
- Available as standalone service
- Multiple insurance branch coverage
Target Users: Insurance brokers wanting calculation services without full platform commitment
At a Glance
- Founded
- 2018
- Headquarters
- Sao Jose dos Pinhais, Parana, Brazil
- Employees
- 51-200
- Funding
- PE-Backed
Category & Focus
- Category
- Distribution & Sales
- Subcategories
- Agency Management Brokerage Management Multicalculation Lead Generation
- Insurance Verticals
- P&C Personal P&C Commercial Life & Annuity Health
- Target Customers
- Brokers, Agents/Agencies
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Last updated: 2026-06-25