An insurance technology and business operations platform.
Built with MT Life & Wealth for agents and agencies: one place for the clients, the applications, the follow-ups and the people doing the work.
02 · Digital headquarters
The agency as a building.
Every function has a floor, and every floor opens the tools that belong to it. The structure below is the product's own: these are the levels it ships with.
The floors people work on.
Sales, follow-ups and operations run from their own levels, each with the modules the building labels.
- CRM
- Applications
- Appointments
- Follow-Up Center
- Production
- Commissions
- Reporting
The levels above the floor.
The executive and AI levels hold the parts of the platform that watch, approve and assist the operation.
- AI Workforce
- Approval Center
- Operations AI
- Command Center
- Human Network
- Academy
- Script Library
What it is built as.
One operating system
A single environment rather than a set of tools bolted together, so a record moves between floors instead of being retyped.
Private by default
The portal is reached by invitation from an organisation; nothing in it is public.
Bilingual
The product and its site are published in English and Spanish.
Its own domain
SEDE OS runs as its own product, at its own address, separate from Soratti's systems.
Built for agencies
Designed around how an insurance agency actually operates, not around a generic CRM template.
Design and engineering
Interface, interaction and front-end built by Soratti as part of the collaboration.
06 · The collaboration
Developed in collaboration with MT Life & Wealth.
SEDE OS belongs to that collaboration. Soratti's role is design and engineering — the product is not ours alone, and we do not present it as such.
No client, agent or policy data appears anywhere on this page.