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Insurance brokers with delegated accounting and/or claims management
CRM software for insurance brokers with delegated management
As an insurance broker with delegated accounting and/or claims management, your needs go far beyond those of a simple insurance CRM. You manage complex financial flows, premium remittances, breakdowns by coverage and claims payments that demand absolute rigour. SKY CRM offers insurance broker software specifically designed for mid-sized and large firms, with advanced accounting features and comprehensive claims management.
Our insurance software adapts to your business profile with different modular plans: a customer‑relationship‑focused CRM solution, a combination of CRM and claims management, or integration of sub‑ledger accounting. Whether you manage complex group policies, motor fleets or policies broken down by coverage, SKY covers all your operational scenarios. Built on the globally recognised ODOO platform, our insurance broker CRM combines technical power, proven stability and ease of use to optimise your daily operations.
Advanced accounting features for delegated management
The accounting features in SKY CRM are fully tailored to the requirements of brokers with delegated management. Our insurance broker software supports the sub‑ledger accounting specific to your activity: premium remittances to insurers, analytical breakdown by coverage for a precise view of profitability, sophisticated coverage management, processing of claims payments with breakdown by coverage, rigorous tracking of non‑entrusted items and accounting export to your general ledger software.
Our insurance CRM lets you break down your premium notices according to their different components: coverages, fees, taxes and commissions. This accounting breakdown gives you a clear view of the profitability of each insurance product and enables you to make informed strategic decisions based on accurate financial data. The built‑in accounting module guarantees full traceability of all your financial operations, which is essential during audits and regulatory inspections.
Managing introducers is a key component of your business. Our insurance software enables you to manage commercial relationships with your introducers efficiently: automated commission tracking, commission calculations, recorded payments and analysis of commercial performance by introducer. A dedicated extranet gives your introducers secure access to key information: policies, commissions and contractual documents, strengthening transparency and collaboration with your commercial partners.
Customisation and automation for large accounts
SKY CRM adapts to the specific characteristics of your clients and your business processes thanks to a high level of customisation that sets our insurance broker CRM apart from standard market solutions. You can fully customise data fields to capture information specific to your policies and your organisation, create bespoke reports with the indicators that matter for your management, configure user profiles aligned with your organisational chart and delegation of authority, and tailor communications with policyholders to your brand identity.
Our software for insurance brokers allows you to configure business rules to automate your recurring manual processes. Thanks to this intelligent automation, you can automatically remind clients by email or SMS at defined deadlines — in particular as part of document tracking — generate messages, or alert a user when a claim is approaching its limitation date. The system can also auto‑populate certain fields, such as dates, to prevent data entry errors.
The artificial intelligence built into our insurance software enhances the way you work. The intelligent search tool in the document management system lets you query your documents in natural language: “What is the deductible amount for fleet policy X?” or “Which coverages apply to client Y?”. The AI instantly analyses your documents and provides the precise answer you need, saving you considerable time. The AI query tool automatically generates your complex reports: “Amount of commissions by company and introducer this quarter” or “Loss ratio by line of business”. Build your customised dashboards simply by talking with your intelligent assistant, with no technical skills required.
Compliance, client extranet and guaranteed migration
Regulatory compliance is essential in the insurance sector, especially for brokers with delegated management who are subject to enhanced supervision. SKY CRM / ERP ensures full compliance with current regulatory obligations: protection of personal data in line with GDPR, asset‑freeze checks and anti‑money‑laundering controls, trackable management of customer complaints and documented advisory duties. Our insurance CRM therefore guarantees the legal security and reliability of all operations carried out within your firm, enabling you to demonstrate compliance easily during audits.
With a digital client space offering numerous user‑friendly features, SKY puts the client experience at the centre of your priorities. Your insurance broker software provides policyholders with a dedicated portal where they can view their policies in real time, download insurance certificates, report and track claims, access all their contractual documents, contact your team via secure messaging and manage their personal data. This client autonomy increases satisfaction and loyalty while reducing your teams’ administrative workload for simple requests.
The transition to SKY is simplified thanks to guaranteed data migration, which is a strong commitment on our part. Our technical team ensures the complete and secure transfer of your data from your current system: client and policy portfolio, accounting data and claims data. Users can quickly benefit from the advantages of this integrated insurance software without fearing the loss of critical data or valuable time. Personalised support and tailored training ensure successful adoption by your teams.
SKY positions itself as the ideal partner for mid-sized and large insurance brokers looking for an integrated, flexible and high‑performance insurance broker CRM to manage their sub‑ledger accounting and claims efficiently on a daily basis.