Assur3D

CRM platform for insurance brokers in France

Core Administration Established Acquired

Overview

Assur3D is a SaaS CRM platform designed for insurance brokers operating in France and across Europe. Built to manage the full scope of a brokerage business, the platform covers client and contract management, regulatory compliance, claims tracking, and sales workflows within a single interface. The company has been part of Optengo's software portfolio since a 2017 acquisition, serving brokers of all sizes from solo practitioners to multi-person firms.

The platform combines CRM functionality with insurance-specific modules tailored to French regulatory requirements. Key capabilities include GDPR, AML-CFT (LCB-FT), and DDA compliance tools, multichannel client communication via integrated telephony (Aircall, Ringover) and SMS (OVH), e-signature workflows through a Yousign partnership, and payment collection via Mollie, Stripe, and SEPA. The platform is hosted on ISO/IEC 27018 certified infrastructure and delivered as a month-to-month SaaS subscription with no long-term commitment.

Assur3D serves a defined market of French insurance brokers and agents (courtiers et mandataires) and counts clients such as Corse Assurances Conseils, Expertise Courtage, Compagnie Financiere Colbert, Vectium Assurances, and Assur' CAP among verified users. Customer reviews average 4.5 to 5 stars across testimonials published on the company's website.

Products & Services

CRM and Client Management

360-degree client profiles covering complete interaction history, policy records, contact data, and opportunity tracking. Designed to give brokers a consolidated view of each client relationship across all insurance lines.

Key Features

Full client interaction history and communication logs
Policy and contract records linked to client profiles
Opportunity tracking and sales pipeline management

Target Users: Insurance brokers and agents

Compliance Management

Tools for meeting French and European regulatory obligations including GDPR, AML-CFT (LCB-FT), and DDA requirements. Includes a compliance monitoring dashboard and automated audit trails to support ongoing regulatory reporting.

Key Features

GDPR data handling and consent management
AML-CFT compliance workflows and monitoring
DDA regulatory compliance tracking and audit trails

Target Users: Insurance brokers subject to French and EU financial regulation

Contract and Claims Management

Centralized contract lifecycle management with automated renewal tracking, amendment workflows, and payment integration. Claims tracking module organizes client claim files and associated documentation from inception through resolution.

Key Features

Contract creation, amendment, and renewal tracking
Automated renewal notifications
Claims file management with document organization

Target Users: Insurance brokers managing multi-line client portfolios

Multichannel Communication

Integrated communication tools enabling brokers to reach clients by email, phone, and SMS without leaving the platform. Voice integration with Aircall and Ringover supports click-to-call; OVH powers outbound SMS.

Key Features

Click-to-call via Aircall and Ringover integrations
Outbound SMS via OVH
Email campaigns and web form capture

Target Users: Insurance brokers managing ongoing client communication

Sales and E-Signature Workflows

Needs assessment forms, insurance project management, and e-signature workflows via Yousign to carry prospects from inquiry to signed contract within a single system.