MPM SegElevia integration
Requests reaching your brokerage get prepared in MPM SegElevia.
Crafteer.ai reads the claim notification, checks it against the policy, asks the customer for anything missing and prepares the claim. It only stops for your team to approve the notification to the insurer. MPM SegElevia stays your brokerage's system.
Book a demoWhat weighs on the team today
Document requests that drag on
A case sits waiting for a document nobody chased. It only comes to light when the customer phones to ask.
The same information in email, SegElevia and the portal
The request arrives by email, the data goes into SegElevia and then onto the insurer’s portal. The same information three times, typed by hand.
Phone requests that never get written down
The customer calls, explains what they need and hangs up. If nobody takes notes there and then, the request is lost.
One commercial quote request, from email to proposal
- 1An email arrives from a business customer asking for a workers’ compensation proposal for 12 employees.
- 2Crafteer.ai reads it and extracts the company, its activity, the number of employees and the stated payroll.
- 3Finds the company in MPM SegElevia and checks the policies it already has.
- 4The list of job categories with salaries is missing: drafts the request to the customer.
- 5With everything in, runs the quotes and prepares the proposal; the team reviews and approves sending it to the customer.
How Crafteer.ai helps
Customers and policies
To handle a request, Crafteer.ai needs to know who the customer is and which policies they hold. It reads customers, policies and anything else the MPM SegElevia API makes available, and creates or updates customers when needed.
Claims
Crafteer.ai checks what the customer sent against the policy data in MPM SegElevia. If anything is missing, it drafts the request to the customer; if everything is there, it goes as far as notifying the insurer, where it waits for your team to approve.
Renewals
Crafteer.ai finds the policies due for renewal in MPM SegElevia and compares the renewal price with the current one. When they differ, it alerts your team, runs quotes with other insurers through Mimic Task and drafts the message to the customer, by email or WhatsApp, for approval.
Approval where your team wants it
Each procedure sets what waits for approval. Emails and messages to customers, for example, can sit in a card in the chat with the draft ready: your team approves and sends them, or asks for changes in writing or by voice.
FAQ
Does Crafteer.ai replace MPM SegElevia?
No. Crafteer.ai works on top of MPM SegElevia, which remains the broker’s management system. It reads what arrives by email and WhatsApp and prepares the work for your team.
How does Crafteer.ai connect to MPM SegElevia?
Whenever MPM SegElevia has an API, we connect through it. When it doesn't, we use other integration techniques, assessed case by case during setup.
What about work on insurer portals?
It's done by Mimic Task, from the same company, which connects to Crafteer.ai. Today it runs quotes and other tasks on the Ageas, Allianz, Asisa, Divina Seguros, Fidelidade, Lusitania and Tranquilidade portals, using the brokerage's own credentials.
What about requests made by phone?
Scriva, from the same company, transcribes calls and turns them into whatever the call was about: a request, an activity or a new customer in Crafteer.ai.
Does the claim notification to the insurer wait for approval?
Yes. Crafteer.ai does the rest of the work and stops at sending the notification to the insurer, for your team to review and approve. Other steps follow whatever the brokerage sets in each procedure.
Who handles implementation?
The LucidHorizon team, after a demo. Timing depends on each company and is assessed after the process review.