Custy Adhoc : complete management software for insurance brokers.
Your reference back office, from the first prospect to the last accounting entry.
You manage a lot, and in depth. Adhoc brings your entire business together in a single open platform (underwriting, claims, premium billing, document management and compliance) and gives you back end-to-end control. It is the solution for firms that run delegated authority without leaving anything to chance.
8 out of 10 brokers
use business software every day
The question is no longer whether, but which one.
WHO IT IS FOR
Who the Adhoc software is for?
Built for firms operating under delegated authority.
Firms with delegated authority / outsourced administration
You manage premium billing, claims and insurance accounting end to end. Adhoc keeps pace.
P&C and life & health brokers
A substantial portfolio, advanced processes: you need a tool that absorbs the volume without buckling.
Autonomous structures
You want to control your rules, your pricing, your screens and your user rights, without depending on the software publisher for every change.
Is your model lighter, without delegated authority? Discover Custy Tailor, our agile web solution designed for non-delegated brokers.
YOUR REALITY
Running a fragmented brokerage back office is expensive.
Not in subscription fees, but in time, errors and sleepless nights before an inspection. You know the story. Adhoc is here to end it.
A scattered back office
Underwriting, premium billing and accounting in three tools that don’t talk to each other. Data is re-keyed, discrepancies pile up.
Premium billing
Premium notices, insurer settlements, reconciliation: every manual step is an error waiting to happen.
Insurer exchanges that are not automated
Without broker EDI, bordereaux are entered and corrected by hand. Beyond a certain volume, it no longer holds up.
AML/CFT compliance on Excel files
Asset freezing, KYC, PEPs: on the day of an ACPR inspection, finding the evidence becomes a project in itself.
No view of claims ratios
Managing loss ratios without built-in statistics is like moving forward with your eyes closed.
Growth held back by your organisation
When processes don’t scale, hiring solves nothing: it multiplies the problems.
WHAT ADHOC CHANGES
The software that centralises
your entire brokerage back office.
Adhoc is not just another tool. It is the central point from which everything is organised: client relationship, underwriting, claims, document management, accounting, compliance and insurer connections. You steer, it executes.
Productivity
Workflows, automatic reminders for unpaid premiums and documents, automated reviews. From the very first weeks, your teams see the difference, and so do your clients.
Reliability
Every action traced, every document archived, every obligation covered. Audit, logging, fine-grained user rights. You work with peace of mind, ACPR inspections included.
Interconnectivity
APIs / web services, native broker EDI, Power BI integration. Adhoc integrates with your ecosystem and talks to your partners, without heavy development.
FUNCTIONAL COVERAGE
The entire brokerage chain,
in a single tool.
We won’t detail everything here: here are the essentials, organised by what you are really looking for.
Client relationship and policy life cycle
360° view of policies, claims and premiums. From quotation to underwriting and endorsements. Numerous risk forms: motor fleet, construction defects insurance (dommages-ouvrage), commercial property, etc.
Claims and loss ratios
Handling according to the nature of the risk, management of settlements and recoveries (insurer and/or firm), calculation of loss ratios by client, policy, line of business or insurer. At last, a clear view of your claims experience.
Document management and output management
All your incoming and outgoing exchanges, stored and retrieved in seconds. Configurable filing plans, bulk import, templates for emails, letters and mail merge.
Premium billing and insurance accounting
Automatic generation and reconciliation of transactions, from the issue of the premium notice to insurer settlements. SEPA and rejection management, bank reconciliation, journal entries, trial balance, general ledger, FEC extraction, online card payment of premiums.
CRM, query tool and management
A powerful query tool: every piece of information entered can be used and exported (Excel, mail merge, mailing). Power BI integration for your business reports and dashboards.
AML/CFT compliance and regulation
Asset freezing according to the EDISo_0166 standard (official UN, EU, France, USA and UK lists, with history), KYC, PEPs (direct / indirect) and beneficial owners, complaints tracking, GDPR monitor (right to erasure).
Policyholder extranet (Courtier En Ligne)
Give your policyholders an online space: consultation of policies, premiums and claims, claims notification, document upload, management of their vehicle fleets and buildings.
To find out more about your obligations, read our guide Advice obligations in insurance: rules and requirements.
OPENNESS & ECOSYSTEM
Broker EDI and APIs: software that opens up to your entire ecosystem.
Adhoc does not operate in isolation. It communicates natively with your suppliers, partners, insurers and expert networks.
Native broker EDI
EDI Message, EDI Signature, EDI Conformité: the widest coverage on the market for your exchanges with insurers.
APIs & web services
Most features are available via API and through the extranet module.
Office tools & BI
Word, Excel, Outlook and Power BI integration to manage your firm without leaving your tools.
Security & traceability
Fine-grained user rights (creation, modification, deletion, consultation, sensitive transactions), history and logging of every event.
They trust us
+1 700 brokerage firms
have chosen Custy.
Let's see what Adhoc would change
for you, in practice.
30 minutes, not a generic pitch. We start from your organisation, your current tools and your real constraints. You leave with a clear view of what you gain.
FAQ
What brokers ask us before making a decision.
Which management software for a firm operating under delegated authority?
Adhoc is built for exactly that. It covers the entire brokerage chain (client relationship, underwriting, claims, premium billing, insurance accounting and compliance) in an open platform. It is aimed primarily at firms with delegated authority or outsourced administration, P&C and life & health brokers with substantial portfolios, and structures that want a high degree of configuration autonomy.
How do I manage AML/CFT compliance and IDD advice obligations with Adhoc?
How do I connect my brokerage software to insurers (EDI)?
How does Adhoc connect to insurance companies?
Can I configure Adhoc independently?
How long does it take to deploy Adhoc, and can training be funded?
A question not covered here?