A brokerage CRM manages the client relationship: history, contacts, reminders, sales opportunities. Brokerage management software goes further: it also includes document management, policy administration, insurer EDI flows, regulatory reporting and IDD compliance. The Custy solution combines both in a single platform.

The Insurance Distribution Directive (IDD) requires brokers to document their advice at every client interaction. Business software such as Custy’s automatically generates advice records, time-stamps them and archives them securely, so every file can be inspected by the ACPR at any time.

Yes. Custy includes standardised EDI connectors and open APIs that enable automated exchanges with partner insurers: receipt of bordereaux, policy updates, data transmission.

Deployment is supported by the Custy teams: configuration to suit the firm’s structure, team training, migration of existing data. Our teams draw up a tailored deployment plan from the demonstration stage.

Yes. The tool adapts to the size of your structure, whether a 2-person firm or an organisation with several dozen employees. The functional scope adjusts to your actual needs.

Yes. Custy automatically consolidates the required data and produces reports in the formats expected by the ACPR, with no manual re-entry and no risk of errors caused by scattered data.