Overview
Copsis (Consejeros Profesionales en Sistemas SA de CV) is a software solutions provider for the insurance industry in Mexico, serving insurance brokers, agents, and carriers operating in the Mexican and LATAM markets. The company specializes in technology tools that cover placement, administration, and automation of insurance products, positioning itself as a specialist in the Mexican insurance value chain.
The product suite spans CRM and back-office administration, benefits portals, WhatsApp-based customer service, white-label sales portals, mobile applications, and robotic process automation. The systems connect brokers and agents to 15+ major Mexican insurers -- including Chubb, AXA, MAPFRE, Zurich, GNP, and HDI -- through integrated APIs and web services. The platform is delivered as SaaS with high-availability APIs available for third-party integration.
Founded in 2005 and headquartered in Monterrey, Nuevo Leon, Copsis has operated for nearly two decades serving the Mexican insurance market. The company holds ISO/IEC 27001-2022 certification and is a member of both AIM (Mexican Insurance Industry Association) and Asociacion InsurTech Mexico. It partners with Google Cloud for infrastructure.
Products & Services
quattroCRM
Portfolio administration and back-office management system for insurance professionals. Provides CRM capabilities tailored to the insurance broking industry in Mexico.
Key Features
- Portfolio administration for insurance brokers
- Back-office management for agents
- Designed for the Mexican insurance market
Target Users: Insurance brokers and agents
BiiBiiC
B2B-B2C benefits portal for insurance program administration. Enables insurers and brokers to manage insurance programs through a centralized digital platform.
Key Features
- Program administration for insurers and brokers
- B2B and B2C capabilities in a single portal
- Centralized digital management of insurance programs
Target Users: Insurers, brokers
Sette
WhatsApp integration platform for insurance customer service operations. Centralizes customer messages and allows agents to verify customer policies directly through WhatsApp.
Key Features
- WhatsApp-based policy verification for customers
- Centralized messaging for insurance service teams
- Real-time customer service for policyholders
Target Users: Insurance agents and brokers
treB2C
White-label insurance sales portal that allows partners to offer branded insurance solutions to their end customers.
Key Features
- White-label branding for distribution partners
- Insurance sales capabilities for partner channels
- Configurable portal for branded insurance offerings
Target Users: Distribution partners, insurers
MiPoliza App
Mobile application providing policyholders with digital access to their insurance information and services. Available on Google Play.
Key Features
- Mobile access to policy information
- Digital experience for policyholders
- Available on Android (Google Play)
Target Users: Policyholders
SARE
Risk management tool covering diverse insurance lines, supporting risk assessment and management across multiple insurance products.
Key Features
- Multi-line risk management
- Risk assessment tools
- Support across diverse insurance product categories
Target Users: Insurance brokers and carriers
APIs
High-availability professional APIs for third-party integration, enabling connectivity between Copsis systems and external software platforms.
Key Features
- High-availability architecture
- Third-party integration support
- Connectivity to 15+ major Mexican insurers
Target Users: Insurers, software developers, integration partners
RPA
Robotic Process Automation tools for system updates and process automation within insurance operations.
Key Features
- Automated system updates
- Process automation for insurance workflows
- Reduces manual data entry tasks
Target Users: Insurance brokers and insurers
At a Glance
- Founded
- 2005
- Headquarters
- Monterrey, Nuevo Leon, Mexico
- Employees
- 11-50
- Funding
- Bootstrapped
Category & Focus
- Category
- Core Administration
- Subcategories
- CRM Policy Administration Broker Technology API Integration RPA
- Insurance Verticals
- P&C Personal P&C Commercial
- Target Customers
- Brokers, Agents/Agencies, Carriers
Customers
- Chubb (insurer integration)
- AXA (insurer integration)
- MAPFRE (insurer integration)
- Zurich (insurer integration)
- GNP (insurer integration)
- HDI (insurer integration)
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Last updated: 2026-06-12