Why invest in insurance broker software?

The insurance brokerage sector is undergoing a profound transformation. Today, brokers no longer simply sell policies: they manage a complex business, with regulatory obligations, growing customer expectations and an ever-increasing amount of data to process.

This business, historically based on human relations and proximity, is now faced with major digital challenges.

In this context, traditional tools quickly show their limitations: reliance on Excel files, unconnected platforms, obsolete software. The time spent re-entering data, searching for documents and manually chasing up customers becomes an obstacle to growth and quality of service.

To meet these new needs, Custy has designed Adhoc, a brokerage software specifically for brokers. More than just an IT tool, Adhoc is a true all-in-one platform that centralizes all your activities: CRM, customer data management, process automation, multi-channel underwriting, regulatory compliance…

All in an intuitive, safe and easy-to-use interface.

Why do brokers need all-in-one software?

Before discoveringAdhoc‘s features, let’s take a look at the day-to-day challenges faced by brokers and the reasons for switching to a digital solution.

1. A heavy administrative burden

Between claims declarations, supporting documents, reminders, monitoring regulatory requirements and keeping customer files up to date, the administrative workload never stops growing. This means hours spent on repetitive, often manual tasks, which slow down your productivity.

An integrated tracking tool like Adhoc allows you to structure, automate and save precious time. Every document, every step, every interaction is recorded and accessible. Customer interactions are optimized and made easier.

2. Increasingly demanding (and connected) customers

Your customers want everything, right away, and expect personalized services: an online quote, a video appointment, a contract to sign without printing. They expect a smooth, personalized experience. And if they don’t get it? They go elsewhere.

Adhoc enables you to offer them what they expect: centralized customer data and the possibility of communicating/retrieving a set of documents at any time from a space accessible online (extranet), precise tracking of exchanges, rapid communication of information.

3. Too many tools, not enough integration

Having to juggle five different tools to manage one customer is not only frustrating, it’s also risky: lost information, duplication, input errors, lack of visibility on performance.

➡️ Adhoc software is precisely what you need. By centralizing customer data,automating interactions, tracking exchanges and integrating functions such as EDM and automatic verification of regulatory compliance, Adhoc gives you an instant overview of each customer.

Correlations between different contracts, claims history, evolving needs and optimization opportunities emerge naturally, enabling you to anticipate your customers’ needs and propose proactive solutions.

In this way, you build a fluid and lasting relationship of trust.

Custy Adhoc: France’s No. 1 brokerage software

Adhoc is not a generic enriched CRM. It is 100% software designed in partnership with industry professionals, for insurance brokers.

CRM and automation: intelligent customer management

Adhoc offers you :

• A full-featured CRM , with enriched, configurable records (allowing you to add your own information), exchange history and personalized alerts.
• Automated campaigns (documents, appointments, signatures, renewals, supplementary insurance proposals… by mail or email) so you don’t forget a thing.

Integrated tools designed for the day-to-day needs of brokers

All essential functionalities are centralized in a single software package, with no need for pay-as-you-go modules or interface changes:

• Fast electronic signature (e-signature), on-board videoconferencing, intelligent EDM.
• Access multi-tarifiers in just a few clicks to compare offers.
• An intuitive interface, designed to simplify handling even for the least technophile.

Real-time business management and compliance

Develop your business in complete safety thanks to automated sales management and regulatory monitoring:

• Real-time sales tracking, customizable dashboards.
• Automatic regulatory updates, compliance alerts when a customer is created or by mass verification.
• Data security, traceability, compliance with legal requirements.

The concrete benefits of Custy Adhoc for brokers

Save time and reduce manual tasks

Simplify your life with a single platform that eliminates repetitive, non-value-added tasks:

• Dematerialization of exchanges and documents.
• No more double entries: a single platform, a single customer database.
• Drastic reduction in non-value-added administrative tasks.

Deliver a seamless, modern customer experience

Offer your customers the digital experience they expect: speed, fluidity and personalized advice.

No more tedious round-trips and interminable waiting times. Your customers benefit from an optimized pathway, with each step following on naturally from the next:

• Online document signature and payment, online appointment booking, history available at the click of a button.
• Customer paths designed for all types of insurance
• Personalized services thanks to better use of data.

Accelerate your sales performance

Measure, analyze, optimize: transform your sales statistics into performance drivers with intelligent opportunity tracking:

• Follow-up on leads and opportunities, intelligent prioritization of actions
• Integrated, customizable query engine to define statistics and dashboards in real time to adjust sales strategy

A solution born of collaboration between digital specialists and brokerage professionals, designed to evolve with you.

Our commitment goes far beyond simple software development: we offer you a complete ecosystem designed for your success:

• Software ready for tomorrow’s challenges: AI, new regulations…
• Regular updates: secure hosting, RGPD compliance
• Responsive customer support, implementation assistance, training
• A team that listens to you and adapts the solution to your feedback

Conclusion: Adhoc, more than just brokerage software

Adhoc is not just another insurance software package, it’s a true partner in your performance. It meets the real needs of brokers: data centralization, time savings, compliance, quality customer relations, personalized services and strategic vision.

Using brokerage software like Adhoc isn’t an expense: it’s an investment in your firm’s future.

A solid, scalable and humane digital solution, designed to make your day-to-day life easier and more efficient, thanks to a proven user experience.

Adhoc transforms the way you work. And your customers feel it. Exchanges are faster, and service quality is enhanced. It’s also a way of enhancing the value of your consulting role, setting yourself apart in a competitive market, and proving that even in a complex regulatory environment, it’s possible to reconcile performance, compliance and proximity.

Adhoc is here to help you meet today’s challenges, and anticipate those of tomorrow. Join the many firms that have already opted for simplification and efficiency.

The diagram below shows the main main functionalities integrated the platform, broken down by domain:

📌 Production, release, compensation, compliance
📌 EDM, integrated and auxiliary accounting
📌 EDI, external APIs, policyholder and partner extranet
📌 Management tools: reporting, parameterization, pricing tool

Each feature has been designed to automate key processes, improve data centralization, secure exchanges, and optimize day-to-day brokerage operations.