The delegated underwriting software for insurance wholesalers and distributors.
Structure your network, industrialise the distribution of your products and connect your partners through an open, interoperable ecosystem. Neither a local broker nor an insurer: you sit at the heart of the chain, between your capacity providers and your introducers. A generic CRM is not enough: you need a genuine delegated underwriting tool.
THE STARTING POINT
A generic CRM does not meet
the requirements of a wholesaler.
Running a wholesale or distribution business means bringing together in a single information system what market tools handle separately, or not at all.
Designing and pricing your own insurance products.
Distribution through a network of brokers and introducers.
Delegated management of underwriting, premium billing and claims.
Sophisticated financial flows: remittances to capacity providers, introducer commissions.
Enhanced compliance, for which you are responsible across your entire network.
YOUR CHALLENGES, OUR ANSWERS
The software that covers your entire delegated distribution chain.
Design and develop your insurance products
You want to create tailor-made offers and reduce your time-to-market. Tailor DĂ©lĂ©gation’s Product Designer (configurable pricing, cover options, automatic acceptance criteria, risk screens by category), advanced configuration of business rules and approval workflows specific to each product, co-insurance management. On the Adhoc side: a built-in rating engine and a high degree of configuration autonomy.
Distribute your products through your network, independently
You want to give your introducers direct access to your products. Introducer and policyholder extranets connected to your back office, an insurer extranet and an online subscription site (Adhoc), electronic signature and paperless exchanges, guided data-entry assistants and configurable journeys that secure the business written by your introducers.
Manage and remunerate your network of introducers
You want to manage your agreements, commissions and bordereaux. Management of commissions and remittances (payment to introducers, delegated premium collection, commission on premiums), entry of premium bordereaux / EDI, complaints tracking in a single repository, re-invoicing of subsidiaries for multi-entity groups.
Manage delegated underwriting end to end
You want a back office with the depth that delegated authority demands. Complete premium billing (delegated and/or non-delegated collection), delegated claims management (opening, investigation, settlements, recoveries, limits, funds and retentions), insurance accounting with automatic reconciliation through to remittances to insurers, SEPA and rejection management, approval workflows for transactions and disbursements by managers.
Manage your profitability by product and by introducer
You want to make informed decisions. Detailed management accounting (breakdown of premiums by cover, fees, taxes, commissions; claims cost by cover), a powerful exportable query tool (Excel, mail merge), Power BI integration, statistics and loss ratios by client, policy, line of business or insurer, real-time dashboards.
Keep your delegated authority compliant
As the capacity provider’s delegate, you are responsible for the compliance of your network. Checks on your introducers’ ORIAS registrations with renewal alerts, AML/CFT and asset freezing (import of OFAC and French Treasury lists), KYC, PEPs and beneficial owners, GDPR, traceability of advice obligations (IDD), complete audit and logging, and regulatory monitoring led by our experts (IDD, GDPR, AML/CFT, DORA).
Absorb volume and connect your ecosystem
You want a robust architecture that grows with you. Open architecture (APIs, web services, EDICourtage, the widest coverage on the market) to connect insurers, introducers, expert networks and third-party tools. With Tailor: full web / SaaS deployment, multi-tenant architecture, scalability and automated batch processing, multi-company, multilingual and multi-currency support, and an AI-oriented roadmap (data-entry assistance, inconsistency detection, claims scoring, fraud detection).
YOUR SOLUTION
Two software solutions to manage your delegated authority.
You choose your starting point.
| What matters most to you… | Your solution | What it brings |
|---|---|---|
| The richest and most proven delegated back office | Custy Adhoc | Premium billing, claims, insurance accounting, introducer network, native integration (EDICourtage, extranets, online subscription site, Power BI) |
| Delegated authority power on a modern cloud platform | Tailor Délégation | Product Designer and configurable pricing, multi-entity, fine-grained management of flows and approvals, full web, scalable and open |
YOU ARE NOT ALONE
Insurance business expertise, at the service of your network.
Custy is not an isolated software publisher: it is the technology arm of the Burrus Group. A European insurance group founded in 1923, it brings together some fifty companies in 7 countries, with more than 1,500 employees across four businesses: insurance, brokerage, wealth management and technology.
Why this matters to you: choosing core software is a ten-year commitment. Being backed by a century-old group that is itself in the insurance business turns the promise “designed for insurance” into a fact, and gives substance to our presence in
France & Benelux.
0
years
of combined experience in insurance software publishing
(Belair + Custy)
(Belair + Custy)
+ 0
brokers
clients, and more than 5,000 connected users
+ 0
reprises
successful portfolio migrations, from multiple sources
+ 0
partenaires
users of our solutions
They trust us
+1 700 brokerage firms
have chosen Custy.
Ready to structure and develop your network?
Let’s discuss your delegation model, your network of introducers and your products. We will show you concretely how Custy meets your needs.
Any questions before you start?
Write to the team and we will reply within 24 business hours.
Any questions before you start?
Write to the team and we will reply within 24 business hours.