Insurance Broker

Our offer

Whether you are an independent single-agency broker, a multi-agency broker or even a broker with a national reach, we have a CRM / ERP solution that enables you to manage all your contracts in traditional brokerage and wholesale brokerage.

We have a customer Extranet enabling you to improve interaction with your customers by offering them additional services such as online pricing, access to all their quotes, contracts and receipts as well as online payment by credit card.

Our solution will enable you to manage all aspects of the life of a practice with HR management, accounting, the client portfolio as well as underwriting and claims management.

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CERTIS SOFTWARE