SoftDigital

CRM and agency management platform for insurance brokers

Distribution & Sales Growth Bootstrapped

Overview

SoftDigital is a cloud-based CRM and agency management platform for insurance brokers (courtiers en assurance) in France. The platform brings together client portfolio management, contract administration, claims handling, accounting, and regulatory compliance in a single SaaS product designed specifically for brokerage operations.

The system provides policy renewal automation, commission reconciliation, document management, and a client-facing portal. Integrations include banking connectivity via Bridge API and synchronization with Google Calendar and Outlook. Data is hosted in France and the platform is built to support French regulatory requirements, including ACPR/ORIAS compliance and RGPD data protection rules.

SoftDigital reports a customer base of 500+ insurance brokers served through monthly subscription plans. The company is privately held with no disclosed external funding.

Products & Services

SoftDigital CRM Platform

A cloud-based agency management system that centralizes client portfolio management, contract tracking, claims administration, accounting, and compliance for insurance brokers.

Key Features

Client portfolio management with a 360-degree view of each insured party, including full contract history, claims, documents, and communication logs
Automated renewal reminders sent 90, 30, and 7 days before policy expiry, with client email notification
Multi-insurer management: commission rates, special conditions, and offer comparison across insurance company partnerships
End-to-end claims workflow covering client online declaration, real-time tracking, insurer communication, and document centralization
Document management (GED) with RGPD-compliant storage, secure client document sharing, and full search capability
ACPR/ORIAS/DDA compliance module with complete audit trail and one-click compliance reporting
Client self-service portal for contract access, attestation downloads, claim submissions, and document requests
Accounting module with Bridge API bank connectivity, automated commission reconciliation, and accountant export

Target Users: Insurance brokers in France