Setup Solutions
A gestão completa para sua corretora de seguros -- website, CRM, financeiro e análises em uma única plataforma.
Overview
Setup Solutions is a SaaS agency management platform built specifically for insurance brokers (corretoras de seguros) in Brazil. The platform consolidates website management, CRM, financial tracking, and analytics into a single system designed for the operational needs of P&C insurance brokerages.
The platform is delivered as a multi-tenant SaaS with white-label website functionality, allowing brokers to operate branded client portals. Core capabilities include commission tracking with automated downloads from insurer systems, workflow automation via custom triggers and email/SMS sequences, and integration with MultiCalculo for auto insurance rate calculations. The platform connects with 15+ major Brazilian carriers including Porto Seguro, SulAmérica, Tokio Marine, Allianz, Bradesco, HDI, Itaú, Liberty, Mapfre, MetLife, Zurich, and others.
Founded in 2013 and bootstrapped throughout its history, Setup Solutions serves more than 500 insurance brokers across Brazil. The company has operated continuously for over a decade without external funding, building a stable client base across personal and commercial P&C lines.
Products & Services
Setup Platform
An all-in-one brokerage management system with modular components covering the core operations of an insurance broker in Brazil.
Key Features
- Branded website builder with integrated client portal and online quote request forms
- CRM with quotation tracking, proposal management, and sales pipeline stages
- Financial panel with commission tracking, OFX accounting imports, and cash flow analysis
- Analytics dashboards for sales funnel, portfolio performance, and goal tracking
- Workflow automation with custom triggers and email/SMS sequences
- User and producer management with role-based permissions and activity logs
Target Users: Insurance brokers and agencies operating in Brazil
MultiCalculo Integration
Embedded integration with MultiCalculo for real-time auto insurance rate calculations directly within the platform workflow.
Key Features
- Automated rate retrieval from connected carrier APIs
- Synchronized with proposal and policy management workflow
- Reduces manual re-entry across carrier portals
Target Users: Brokers handling auto insurance lines
At a Glance
- Founded
- 2013
- Headquarters
- São Paulo, Brazil
- Employees
- 11-50
- Funding
- Bootstrapped
Category & Focus
- Category
- Distribution & Sales
- Subcategories
- Agency Management System CRM Producer Management
- Insurance Verticals
- P&C Personal P&C Commercial
- Target Customers
- Brokers, Agents/Agencies
Customers
- ABR Corretagem
- Assis e Cechinato Seguros
- Sempre Seguro
- Moby Corretora
- emseg Corretora
- GR8 Seguros
- Flanci Corretora de Seguros
Links
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Last updated: 2026-07-02