Features in SEGManager that you won’t find in other CRM products:

  • Import aggregate share and loan data including balances and number of share and loan accounts for each active Partner Company from your core data processing or MCIF system
  • Dynamically calculate the profitability of each active company in your SEG portfolio based on your benchmarks
  • View charts and graphs including detail of breakdown between Profitable, Average and Marginal companies in your SEG portfolio
  • View “Trend Analysis” data of your share, loan, and penetration ratios based on time frames you select
  • View “Net Changes” to penetration ratio, number of share and loan accounts from period to period

SEGManager gives you the tools to easily track, evaluate and rate any employer group based on your needs and benchmarks.


  • Marketing Events and Prospect Pipeline Information
  • Penetration and Loan to Share Ratios for Active Partner Companies
  • Marketing Opportunities
  • Business Relationships
  • Personnel Characteristics
  • Activity Tracking based on activity type, user, date range, branch, status and source


  • Integrates with your core data processing or MCIF system to import share and loan
    information for your Partner Companies
  • Compiles extensive profile & statistical data for each active and prospective Companies
  • Establishes control and consistency of data input to insure accurate reporting
  • Integrated with Microsoft Word, Excel, Access, Outlook and Crystal Reports
  • Dynamic calculation of Partner Company profitability
  • Easy to use and intuitive report writer
  • Open database architecture


  • Set your own Profitability Thresholds based on your expectations
  • Create unique User defined fields
  • Rename data fields
  • Establish valid entries for drop down lists