CourtiGo

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

Distribution & Sales Startup 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

At a Glance

Founded: 2019
Headquarters: Meyreuil, France
Employees: 1-10
Funding: Bootstrapped

Category & Focus

Category: Distribution & Sales
Subcategories: Agency Management Document Management Compliance & Regulatory
Insurance Verticals: P&C Personal P&C Commercial Life & Annuity
Target Customers: Brokers, Agents/Agencies