• Mise à jour le 05/04/19
  • Note :

Are you an Insurance Broker or a General Agent with a complementary brokerage portfolio? Courtass7 is the right software for you.

Created by an insurer, Courtass has been in existence since 1992. Today, it is an autonomous management tool, complete, scalable and easy to use.

In addition to managing your portfolio (clients/prospects, policies and claims), Courtass7 is also and without additional costs:

– the management of the “Collective” policies with member monitoring,

– fleet management and vehicle management,

– the management of contributors (up to 2 per policy) with calculation and editing of retrocession slips,

– the possibility of carrying out pollicitations on due dates notices

– the possibility of managing your ancillary costs,

– An integrated “EDM” accepting multi-page PDFs and scanner control under TWAIN driver (generic),

All the “Company” and “Client” accounts are managed to allow you an accurate accounting follow-up. The integration of company terms is possible in Excel format.

A real dashboard is integrated into Courtass7 so you always have a clear view of your portfolio. The richness of the possible data in the customer file allows you to carry out real business operations, especially since a selection and editing tool (Reports and Queries) is integrated with its documentation in Courtass7 !

You can download and test this tool free of charge under your real conditions of use.

The license has a one-time cost of €500 and is undoubtedly the best value for money for this type of software.

Capture d'écran COURTASS7
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