Overview
DutyAdvisor is a compliance and advisory management platform for insurance intermediaries, serving French brokers and general agents across P&C and life insurance lines. The company was founded in 2025 by Stephane Margand, a 30-year insurance industry veteran, to address the growing complexity of regulatory advisory obligations (devoir de conseil) imposed on insurance professionals.
The platform structures client advisory interactions, automates contract and follow-up workflows, and creates documentation trails for compliance with advisory duty requirements. Delivered as B2B SaaS, it targets individual brokers, general agents, and multi-agency teams -- reducing client information fragmentation while improving the quality and traceability of each client consultation.
Launched in February 2025, DutyAdvisor reached 200+ active users within its first year and reports 30% monthly growth. The company was featured in an HEC Paris innovation program on reinventing advisory relationships in insurance distribution.
Products & Services
Advice Management Platform
A structured workflow platform for insurance intermediaries that organizes and tracks advisory interactions with clients. The platform helps agents and brokers meet French regulatory advisory duty obligations while identifying commercial opportunities and centralizing client file management.
Key Features
- Client interaction structuring and tracking for brokers and general agents
- Rules-based intelligence for consultation quality enhancement
- Workflow automation for contract management and client follow-up
- Compliance documentation and traceability of advisory relationships
- Centralized client data to reduce information fragmentation
Target Users: Insurance brokers (courtiers), general agents (agents generaux), and multi-agency teams
At a Glance
- Founded
- 2025
- Headquarters
- Macon, France
- Employees
- 11-50
- Funding
- Bootstrapped
Category & Focus
- Category
- Compliance & Regulatory
- Subcategories
- Producer Compliance Agency Management Client Advisory
- Insurance Verticals
- P&C Personal P&C Commercial Life & Annuity
- Target Customers
- Brokers, Agents/Agencies
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Last updated: 2026-07-11