Transform your insurance operations with a modern, centralized solution designed for the needs of insurance intermediaries.
Grow your portfolio. Automate your operations. Manage your business in real time.
InsurFlow is a platform for insurance agents and brokers that digitalizes sales management, quotes, receipts, insurer settlements, commissions, customers and business monitoring through a simple, fast and secure interface.
Compatible with the business practices of insurance intermediaries, whatever their operational context.
In an environment where speed, traceability and service quality are essential, InsurFlow helps insurance intermediaries modernize their operations while improving sales and operational performance.
Centralize all insurance operations in a single platform.
Reduce manual tasks, limit errors and speed up case processing.
Gain better visibility into your customer portfolio and manage activity through dynamic dashboards.
Secure 24/7 cloud access with role management, permissions and automatic backups.
Each module covers a key area of your business, from customer relationships to financial management.
This module centralizes all information related to individual and business policyholders, as well as associated documents and exchanges.
Core business module dedicated to the complete insurance production cycle, from quote to the issuance of official documents.
This module handles the operational financial management of receipts and customer payments.
Module dedicated to the administrative and financial tracking of claim declarations.
Enables tracking of the agency’s or firm’s financial flows.
Module for managing financial relationships with insurance companies.
Decision-support module providing real-time visibility into sales and financial activity.
Module for secure platform administration.
Cross-functional module for configuring the platform’s business and administrative settings.
Track your sales and financial indicators in real time, analyze your portfolio and export reports in PDF or Excel.
InsurFlow was designed around the real-world practices of insurance agents and brokers across different operational contexts.
InsurFlow adapts to agencies, firms, brokers and multi-branch networks.
Optimize the day-to-day management of your agency.
Centralize your multi-insurer portfolio.
Manage your teams and your business.
Standardize your processes and consolidate your data.
InsurFlow relies on robust technologies that ensure availability, security and scalability.
Unlike generic solutions, InsurFlow was designed specifically for insurance intermediaries, with a strong understanding of the sector’s operational realities.
A simple, fast and secure interface.
Rapid implementation for your firm.
Support and follow-up tailored to your needs.
A team available for your users.
A platform that evolves with your business.
Adapted to the size of your organization.
Focus on growing your portfolio. InsurFlow takes care of the rest.
InsurFlow™ - Flowing Insurance ManagementDiscover how InsurFlow can modernize your business and improve your sales performance.