Assurtech AI

SaaS operating platform for insurance brokers -- contracts, claims, compliance, and documented AI in one system

Core Administration Startup Bootstrapped

Overview

Assurtech AI is a broker management platform for insurance brokerage firms, delivering contract lifecycle management, claims tracking, compliance controls, and AI assistance through a single SaaS system. Founded in April 2025 and headquartered in Courbevoie, France, the company targets independent brokers and brokerage firms operating under GDPR and AML-CFT regulatory obligations across the EMEA region.

The platform consolidates functions previously distributed across disconnected tools: policy and contract management, claims workflow tracking, broker CRM, document storage with version control, and a compliance infrastructure covering audit trails, proof conservation, and time-stamped action attribution. The AI assistant uses retrieval-augmented generation (RAG) with a knowledge graph to surface source-cited answers from broker document sets; by design, the AI layer is isolated from transactional data and cannot modify records or execute actions without explicit human confirmation.

The company was incorporated in France in April 2025 under SIRET 943 728 899 with initial capital of EUR 1,000. No external funding has been disclosed. The platform supports French, English, German, and Spanish, and is built on Microsoft Azure with REST and GraphQL API integration and EDI connectivity to insurer systems.

Products & Services

Insurance Contract Management

Comprehensive contract lifecycle management covering subscriptions, amendments, and renewals with full version control and audit trails.

Key Features

Contract subscription, amendment, and renewal tracking
Full version history and audit trail
Role-based access controls

Target Users: Insurance brokers and brokerage operations teams

Claims Tracking & Documentation

Integrated claims workflow system with structured evidence preservation for audit compliance.

Key Features

Centralized claims documentation and case tracking
Structured evidence and proof conservation
Audit-ready workflow records

Target Users: Broker claims handlers

Broker CRM & Pipeline Management

Commercial opportunity management and client portfolio tracking with sales pipeline visibility.

Key Features

Client portfolio and relationship tracking
Sales pipeline management
Commercial opportunity tracking

Target Users: Broker sales and account management teams

Document Management (GED)

Centralized document repository with role-based access, integrity hashing, and encrypted storage.

Key Features

Version control with integrity hashing
Encrypted storage on Azure object storage
Role-based access control (RBAC)

Target Users: All broker staff roles

Explainable AI Assistant

RAG-based AI assistant that answers questions from broker document sets with source citations; isolated from transactional systems and requires human confirmation before any action.

Key Features

Retrieval-Augmented Generation (RAG) with knowledge graph
Source-cited document research and case synthesis
Human-in-the-loop validation -- AI cannot modify records directly

Target Users: Brokers, compliance officers, underwriting support staff

Compliance Infrastructure

Built-in controls for GDPR and AML-CFT with audit trails, time-stamped action attribution, and proof conservation.

Key Features

GDPR (EU Regulation 2016/679) compliance controls
AML-CFT (LCB-FT) built-in audit mechanisms
Immutable time-stamped action logs

Target Users: Compliance officers, brokerage management

At a Glance

Founded: 2025
Headquarters: Courbevoie, Ile-de-France, France
Employees: 1-10
Funding: Bootstrapped

Category & Focus

Category: Core Administration
Subcategories: Broker Management Document Management Compliance & Regulatory
Insurance Verticals: P&C Commercial Specialty/E&S
Target Customers: Brokers