Insurance brokerage software
that works as hard as you do.
Policy administration, client follow-up, regulatory reporting, IDD compliance: centralise everything that takes up your time so you can focus on what creates value: advice.
Your day-to-day
What brokers go through before choosing Custy.
Nobody needs to explain administrative pressure to you. You live it. We designed Custy to make it disappear.
Scattered data
Policies in one spreadsheet, clients in another tool, documents in emails. Finding information takes too long, and it leads to costly mistakes.
Administrative time spiralling out of control
Manual entry, re-keying, insurers, reminders, bordereaux to check. Administration spills over into advice time, and into your evenings.
The weight of compliance
IDD, GDPR, advice obligations, ACPR reporting: the obligations keep piling up. Without a dedicated tool, every inspection is a source of stress.
Tools that don't talk to each other
Your CRM doesn’t connect to your document management system. Your document management system doesn’t talk to insurers. Every tool is an island.
Steering blind
Without a unified dashboard, it is hard to know where your portfolio stands, which policies are coming up for renewal and which clients are at risk.
Growth held back by your organisation
When processes don’t scale, hiring solves nothing: it multiplies the problems.
WHAT CUSTY CHANGES
Management software for insurance brokers designed for the reality of your business.
Custy is not a generic CRM adapted to insurance.
It is a platform built from the outset for brokerage firms, with EDI flows, insurer connections, advice obligations and document management as foundations, not options.
The result: your teams save time from the very first weeks. Your compliance is under control. And your firm can grow without the organisation becoming the problem.
Less data entry, more advice
Automating repetitive tasks frees your advisers for what matters: the client relationship.
Compliance built in, not managed on the side
IDD, GDPR, ACPR reporting: regulatory obligations are in the tool, not in a separate Excel file.
A 360° view of your portfolio
All your policies, all your clients, all your renewal dates, in a single real-time dashboard.
The solution
A solution designed for brokerage firms.
We designed a tool that matches exactly what your business needs: policy administration, client relationship, compliance, insurer connections. Everything a firm needs, without unnecessary complexity.
Do you have a more complex structure?
Explore our other solutions too.
features
What the software
actually does
for your firm.
Brokerage CRM
360° client follow-up, full history, automated reminders
Insurance document management
Secure archiving, automatic indexing, instant access
to documents
Policy administration
Renewal tracking, automatic alerts, portfolio in
real time
Regulatory reporting
ACPR reports generated automatically, in the required formats
Advice obligations
Records generated, time-stamped and archived at every client interaction
Insurer bordereaux
Automatic receipt, checking and integration of bordereaux
Broker EDI
Standardised connections with your partner insurers
Automated customer journey
From underwriting to renewal, without re-keying
Dashboard
Consolidated view of your business, indicators and real-time alerts
They trust us
+1 700 brokerage firms
have chosen Custy.
FAQ
The questions that brokers ask about their management software.
What is insurance brokerage software and what is it for?
Insurance brokerage software is a business platform that centralises the management of a firm’s clients, policies, documents and regulatory obligations. It replaces spreadsheets and disparate tools with a unified system that automates repetitive tasks, secures compliance and gives a real-time view of the business.
What is the difference between a brokerage CRM and brokerage management software?
How does brokerage software help with IDD compliance?
Is the Custy solution compatible with insurers' systems?
How long does it take to deploy the solution in a brokerage firm?
Is the solution suitable for small independent brokerage firms?
Does the Custy solution handle ACPR regulatory reporting?
You run your firm.
We take care of the rest.
A 30-minute demonstration is all it takes to see what Custy concretely changes in the day-to-day life of a brokerage firm.
No generic pitch: we start from your organisation.