Coorty

CRM and business management platform for insurance brokers in France

Distribution & Sales Startup 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.