# CourtiGo

> CRM and management platform purpose\-built for insurance brokers in France

## At a glance

| Field | Value |
| --- | --- |
| Category | Distribution & Sales |
| Type | Solutions Provider |
| Region | EMEA |
| Headquarters | Meyreuil, France |
| Founded | 2019 |
| Stage | Startup |
| Employees | 1-10 |
| Funding | Bootstrapped |

## Overview

CourtiGo is a cloud-based CRM platform built exclusively for insurance brokers and agents in France. The platform consolidates client and prospect management, document generation, e-signatures, regulatory compliance, and commission tracking into a single SaaS application tailored to the operational needs of French brokerage firms.

The platform addresses the specific requirements of the French insurance brokerage market, including DDA (Directive sur la Distribution d'Assurance) compliance tools, automated commission reconciliation, and an integrated client extranet. An AI copilot module called IaGO provides data analysis and workflow recommendations. A companion VoIP telephony service, CourtiGo Telecom, integrates call logging and voice automation directly with the CRM.

CourtiGo serves hundreds of independent insurance brokers across France and has operated as a bootstrapped business since a EUR 30k angel investment in 2021.

## Products & services

### CourtiGo CRM

An all-in-one CRM and management platform for insurance brokers covering the full client lifecycle from prospect to portfolio management.

**Key features:**

- Client and prospect database with portfolio management and DDA compliance tracking
- Automated commission reading and reconciliation
- Document generation for quotes, needs assessments, loss reports, and attestations
- Electronic document management for client data collection and archival
- Built\-in e\-signature capability
- Marketing automation via email and SMS campaigns
- Client extranet portal for self\-service attestation requests and document access
- Equipment and asset tracking for cross\-selling enablement
- Calendar and task management for broker team workflows
- 80\+ integrated modules covering invoicing, reporting, and compliance

*Target users:* Independent insurance brokers and mandataires in France

### CourtiGo Telecom

A VoIP telephony service integrated with the CRM platform for professional broker communications.

**Key features:**

- Interactive voice response system
- Automatic call recording with compliance tracking
- Native CRM integration for call logging and customer history access
- Professional communication infrastructure for broker operations

*Target users:* Insurance brokers requiring telephony tools integrated with their CRM

### IaGO AI Copilot

An AI-powered analysis module embedded in the CourtiGo platform.

**Key features:**

- Data analysis across broker portfolios and client interactions
- Action recommendations based on CRM data
- AI MCP connection support for external integrations

*Target users:* Insurance brokers seeking AI\-assisted workflow optimization

## Category & focus

- Subcategories: Agency Management, Document Management, Compliance & Regulatory
- Insurance verticals: P&C Personal, P&C Commercial, Life & Annuity
- Target customers: Brokers, Agents/Agencies

## Links

- Website: <https://courtigo.fr>
- Directory profile: <https://insurtechlist.com/companies/courtigo/>
- Pricing: <https://courtigo.fr/pricing>
- Linkedin: <https://fr.linkedin.com/company/courtigo-crm-pour-courtier>

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*Last updated: 2026\-07\-02*