# Coorty

> CRM and business management platform for insurance brokers in France

## At a glance

| Field | Value |
| --- | --- |
| Category | Distribution & Sales |
| Type | Solutions Provider |
| Region | EMEA |
| Headquarters | Marseille, France |
| Founded | 2018 |
| Stage | Startup |
| Employees | 11-50 |
| Funding | Bootstrapped |

## Overview

Coorty is a CRM and business management platform for insurance brokers (courtiers en assurance) serving the French P&C market. Founded in 2018 and headquartered in Marseille, the company provides cloud-based SaaS tooling for portfolio management, lead tracking, document organization, and automated integration with insurance company systems.

The platform is built around three functional areas: a CRM for managing client and prospect relationships, a document management system (GED) for storing contracts and compliance records, and a web import module that pulls data directly from insurance company extranets -- reducing manual entry for brokers who maintain multiple carrier relationships. Subscription tiers range from EUR 99 to EUR 499 per month, with per-tier user limits and cloud storage allocations from 100 GB to 500 GB.

Coorty targets small to medium-sized French insurance brokerage operations that need purpose-built tooling rather than generic CRM software adapted to insurance workflows. The company also offers a separate product, Coorty Assur, through a dedicated domain. No external funding has been publicly announced; the company operates under the USTS parent organization.

## Products & services

### Coorty CRM Platform

Cloud-based CRM designed for insurance brokers and wholesalers. Supports portfolio management, lead conversion tracking, task automation, and performance reporting for brokerage operations.

**Key features:**

- Portfolio and contract management
- Lead tracking and performance analytics
- Task automation for daily operations
- Centralized client and prospect database

*Target users:* Insurance brokers and wholesalers in France

### Document Management System \(GED\)

Integrated document storage and retrieval system for client files, contracts, and compliance records. Cloud-hosted with storage tiers matched to subscription level.

**Key features:**

- Cloud\-based document storage and organization
- Support for DDA and GDPR compliance documentation
- Storage tiers from 100 GB \(Basique\) to 500 GB \(Premium\)

*Target users:* Insurance brokers managing client and regulatory documentation

### Web Import and Data Integration

Automated import module that retrieves data from insurance company extranets and partner systems, reducing manual entry for brokers who work with multiple carriers.

**Key features:**

- Direct data import from insurance company extranets
- Multi\-carrier relationship support
- Reduced manual data reconciliation

*Target users:* Brokers managing relationships with multiple insurance carriers

## Category & focus

- Subcategories: Agency Management, CRM, Document Management
- Insurance verticals: P&C Personal, P&C Commercial
- Target customers: Brokers

## Notable customers

- French insurance brokers and brokerage firms \(referenced through website testimonials\)

## Links

- Website: <https://coorty.fr>
- Directory profile: <https://insurtechlist.com/companies/coorty/>
- Linkedin: <https://www.linkedin.com/company/coorty-assurance/>
- Coorty assur product: <https://www.coortyassur.fr>

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*Last updated: 2026\-07\-10*