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Intelligence at the service of insurance brokers.

Your CRM: Complete - Intuitive - Evolutive- Collaborative
Imagine your activity of a fluidity and a speed never reached, animated by collaborators easily mastering your portfolio in collaborative mode. Now imagine an intuitive and scalable management software that integrates seamlessly into your organization and allows you to manage your agency or external partners with the euro.
Pro Insurance, CRM for insurance brokers is recognized by professionals for its ergonomics and ease of implementation. From a clear vision of your operation and your future, it is the result of 10 years of R & D.

12 modules and more than 250 features
For general brokers, specialists or wholesalers
Testimonials

«PRO ASSURANCE has responded perfectly to my expectations: management, transversality, adaptability, all with a lot of flexibility, responsiveness.
The good ergonomics of the product and the excellent response times have also contributed to the success of this project thanks to a quick start by users.»
Agence Axa – M. Laurent

Manage Prospect Understand Communicate Retain
Manage your customers, contracts, claims, companies, receipts and all your contractual relationships, archived in the integrated DMS. Find new clients by automatically distributing your mandates on the main real estate portals: Leboncoin.fr, Home, Individual, Logic-immo.com, Explorimmo, ParuSold Immo, Orpi, Century 21, Vivastreet Immo … and many others Analyze and view your reports from the dashboard, or simply export your data. Find your contacts in one click and communicate with your employees, customers, prospects and companies. Build a strong customer and prospect link with our marketing campaign module: contact segmentation, integrated email, campaign setup, budget management, campaign reporting.

Functions

Our software is well thought out and really complete, but each cabinet is unique, so we designed it so that all the modules are configurable and adaptable to your operation. And if by chance you are out of the ordinary, we can advise you and accompany you to design your own modules within our software.

Features by module of our CRM Real Estate Agency and Developer :

Commercial Management / Production Prospecting Collaboration Communication
  • Customer and Quote Management
  • Management of contracts, specificities by branch (pension, health, fleet, …), guarantees and their deductibles
  • Receipt Management
  • Entering Receipts
  • Management of groups of companies
  • Claims Management and Refunds
  • Business Provider Management
  • Multi-criteria search engine
  • Portfolio monitoring by collaborators
  • Custom management dashboards with key metrics
  • Integration of custom underwriters (internal or external)
  • Configuring companies, types of contracts, products, ranges, risks, formulas, …
  • Management and follow-up of prospects and contacts
  • Management of prospecting campaigns
  • Mail Merge
  • Sending emailing campaigns
  • Relationship History, Event Log
  • Import prospect files
  • Multi-user, multi-agency
  • Extranet access for customers (integrated with your colors in your website)
  • Extranet Access for Proxies
  • Multi-channel news publication (intranet, extranet, website)
  • Staff directory
  • Tasks and reminders between collaborators
  • Planned actions, renewable, assignable to all customers
  • Memos
  • Shared calendars connected to smartphones
  • Standard mail (integrated editor)
  • Custom mail
  • Embedded inbound and outbound emails (webmail)
  • Dialing the number (VoIP)