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Local insurance broker

SKY CRM / ERP: Insurance software for local insurance brokers

As a local broker or agent, your mission is to support your clients with personalised advice and offer them protection solutions perfectly tailored to their specific needs. Administrative management should not reduce your availability for clients, so you need an insurance broker CRM that is both simple and powerful to focus on what matters most: building trusted relationships and creating added value.

SKY CRM, insurance software developed with 40 years of industry expertise, meets your expectations precisely. Our solution centralises all your client information: policies, renewals, claims and communication history. Automated alerts ensure that no important deadline is missed, while the integrated document management system lets you instantly retrieve all your documents.

Artificial intelligence transforms your day-to-day work: query your documents in natural language (“What is the deductible amount?”) and get answers immediately. Generate your activity reports simply by stating your needs (“Amount of commissions by company this month”). No technical skills are required: interact with your insurance CRM just as you would with an assistant.

Built on ODOO, a globally recognised platform, SKY CRM combines reliability and innovation to provide you with a professional tool that grows with your business.
SKY CRM - Intuitive CRM software interface for insurance brokers, customer and policy management

Software tailored to local insurance brokers

A complete and intuitive business solution
The SKY CRM plan perfectly meets the requirements of local brokers. This specialised insurance broker software combines all the essential business tools with the power of ODOO, one of the most widely recognised CRMs worldwide. This unique combination guarantees reliability, technical robustness and a user-friendly interface perfectly suited to your day-to-day work.
Developed with 40 years of expertise in publishing solutions for the insurance sector, SKY CRM / ERP natively incorporates the specific features of the broker’s profession that generic CRMs cannot offer. You therefore benefit from insurance software truly designed for your business, with no compromise on quality or features.

Fully integrated regulatory compliance
Insurance brokers must comply with strict and constantly evolving legal requirements. SKY CRM / ERP natively integrates all these regulatory aspects:
  • Asset-freeze checks and monitoring of legal obligations
  • Structured tracking of customer complaints
  • Full traceability of advisory duties
  • Personal data protection in line with GDPR
  • Secure, time-stamped archiving of all communications
  • With this insurance broker CRM, you can easily demonstrate the exemplary management of your firm during regulatory inspections. All documentary evidence is centralised, time-stamped and instantly accessible thanks to the integrated artificial intelligence.

Artificial intelligence serving your efficiency
SKY CRM / ERP transforms the way you work thanks to its advanced AI features. Query your documents stored in the document management system in natural language: “What is the deductible amount for this policy?” or “Does the theft coverage apply?”. The tool instantly analyses your documents and provides the precise answer you are looking for.
Generate your activity reports without technical skills: “Amount of commissions by company this quarter” or “Claims-to-premiums ratio”. Your insurance CRM understands your requests and automatically extracts the data from your database. You can even create customised dashboards simply by talking to the intelligent assistant.

Digital client portal and loyalty

SKY CRM - Insurance software with artificial intelligence for document search and EDM
SKY CRM - CRM for insurance brokers, digital client portal and automated management
SKY offers your clients a dedicated portal where they can view their policies, submit claims and access all their information 24/7. This autonomy increases their satisfaction while reducing your workload for simple requests. This allows you to focus your time on high value-added advice that sets you apart.

Scalability and additional modules
Is your business growing? This insurance broker software grows with you. Easily activate additional modules according to your needs:
  • Advanced claims management
  • Integrated sub-ledger accounting
  • Pricing engine
  • Tracking of entrusted and non-entrusted instalments
  • Commission control

SKY supports you in your new challenges without changing tools or complex migrations. You keep full control over your operations and continuously optimise the management of your firm to grow your business with confidence.