Setup Flow

Name: Setup Flow
Availability: InStock
Author: Vessell Tech

Vessell Tech

Everyone

Downloads

Everyone

Learn more

About this app

SetUp Assessoria, the app for SetUp's partner brokers.

Centralize your operations and save time every day. Track payments, portfolio, quotes, and materials without needing to turn on or open your computer.

MAIN FEATURES
• Dashboard: overview of insurance, quotes, renewals, pension, health, and delinquent accounts
• Commissions (Payments): total paid, average ticket, and monthly history by period.

• Clients: complete portfolio, search, client profile, deals, and birthdays
• Materials: library by product and type of material, with search and sharing capabilities
• Support: advisory channels and after-sales support (claims, endorsements, transactions)
• AISA: AI assistant for questions about insurance, health, pension, and processes

Management for brokers.

Updated on

Sep 30, 2026

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.

No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
Personal info, Photos and videos and 2 others
Data is encrypted in transit
You can request that data be deleted