AssurCRM

AssurCRM

CRM software built for insurance brokers in France

Overview

AssurCRM is a CRM software platform built for insurance brokers (courtiers en assurance) in France, covering both P&C and life and annuity lines. The platform is designed to address the specific workflow and regulatory requirements of French brokerage operations rather than adapting a generic CRM to the insurance context.

The product is delivered as a SaaS platform and provides tools for managing client records, tracking policy details, automating renewal reminders, and maintaining compliance with French insurance regulations including RGPD (GDPR) and the Directive on Insurance Distribution (DDA). Document management and integration with insurer back-office systems are also part of the offering.

No public funding rounds, headcount figures, or named customer data are available. The company appears to operate as a bootstrapped, privately held business with a focus on small to mid-sized French brokerage firms.

Products & Services

AssurCRM Platform

A CRM and operations platform for French insurance brokers, covering the full client and policy management cycle within a compliant SaaS environment.

Key Features

Client relationship tracking and interaction history
Policy management with coverage details and renewal tracking
French regulatory compliance (RGPD, DDA)
Centralized document and contract storage
Automated renewal reminders and workflow automation

Target Users: French insurance brokers and brokerage firms handling P&C and life and annuity business

Overview

Products & Services

AssurCRM Platform

Key Features

At a Glance

Category & Focus

Links

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