Boost Your Efficiency in Group Benefits with SegicPro AI!
Don't let proposal management slow you down. Switch to a smarter, high-performing solution today!
Discover how SegicPro AI (Artificial Intelligence) transforms your workflow today!
SegicPro AI is the intelligent solution simplifying the management of group benefits proposals. Built on Microsoft Power Platform Copilot, it automates data processing and enhances client relationships.
AI to Boost Your Pre-Sales Processes!
Designed for market intermediaries, SegicPro AI helps you manage every stage of the go-to-market cycle, from prospecting to the presentation book and renewal. With its native integration with Microsoft Power Platform and Dataverse, easily track your clients, prospects, and automate your processes while leveraging the same secure database used by Microsoft Dynamics 365.
Lead and presentation book management
Automated analysis with AI and offer comparison
Optimized client communication
Secure data exchange
Key Features
A Comprehensive Solution for Maximum Efficiency
Intelligent Proposal
Automation
Receive, analyze, and structure insurer proposals with a single click. Consolidated data is seamlessly prepared in Excel, ready for integration into your presentations.
Integrated CRM based on Microsoft Power Platform and Dataverse
Effortlessly manage leads, prospects, and clients with complete visibility over your sales cycle. SegicPro AI simplifies tracking proposals and renewals.
Dynamic and Transparent Communication
Keep your clients informed in real-time with automated notifications and status updates.
Data Security and
Compliance
Enjoy a secure environment hosted on Microsoft Azure, ensuring rigorous protection of sensitive data.
Why Choose SegicPro AI?
Significant Time Savings
Automate repetitive tasks and refocus on your clients.
Precise and Fast Analysis
Easily compare proposals to make informed decisions.
Smooth and Structured Communication
Enhance the client experience through optimized interactions.
Secure Data Management
Leverage technology compliant with stringent security standards.
Discover How SegicPro AI Can Transform Your Workflow!
