Your brokerage, organised and compliant.
Clients, quotes compared across insurers, policies and renewals, claims, commissions and billing, with regulatory compliance built in: the whole office in one program, installed on your own computers.
- ✓ Your data stays with you, not in the cloud
- ✓ Lebanon · Belgium · Europe
- ✓ French, Dutch, English, Arabic
- ✓ Multi-currency (USD, LBP, EUR…)
Try it now, nothing to install
The online demo is the real software with a complete fictitious brokerage office: Belgian and Lebanese clients, policies, claims, commissions, compliance. Pick a role: you are signed in straight away.
Fictitious data, shared between visitors and reset every night. Do not enter real data.
All of your brokerage in one program
Designed around a broker's daily work: every screen gets straight to the point.
Clients & prospects
Individuals and companies, full record, contact history, documents, GDPR export.
Quote comparison
Several insurers for the same risk: best price, best value, recommendation and printable advice sheet.
Policies & renewals
One-click renewal, notice-period check, generated cancellation letter, archives.
Claims
Notification, follow-up, reserves and indemnities, file documents and history.
Commissions & billing
Expected and received commissions per insurer, premium notices, payment QR, unpaid invoices.
Built-in compliance
Regulator (FSMA, ICC…), needs analysis, complaints, conflicts of interest, GDPR and KYC / AML.
Reporting
Portfolio by line and insurer, new business, commissions, loss ratio.
International
Lebanon, Belgium, France, Luxembourg and Europe profiles; totals consolidated in the office currency.
Security
Roles and permissions, log of every action, office logo, one-click backup.
Staff & time clock
PIN time clock for the office, employees, leave, hours and cost of the month.
Send by e-mail
Invoices, premium notices, termination letters, claim declarations and advice sheets sent to the client in one click.
A look at the software
Real screenshots from the demo (fictitious data).
Three editions, sized to your office
Same software, same features: only the number of users changes.
Solo
Independent broker
- 1 user
- All features
- Country and language of your choice
Price on request
Request a quoteOffice
One brokerage
- Up to 10 users
- Roles and permissions
- Server computer + linked computers
Price on request
Request a quoteNetwork
Several agencies
- Up to 50 users
- Central management
- Consolidated reporting
Price on request
Request a quoteHow it works
- Trial or licenceStart the free 30-day trial, or receive your licence for your edition.
- DownloadIn your customer area, choose the country and language, then download the installer.
- InstallationWindows or Android tablet; single computer or office network.
- ActivationThe code from your customer area activates the computer; updates are offered automatically.
Let's talk about your office
Tailored demo, portfolio migration, installation: get in touch.
Customers: download, computer activation and licence.
CourtiSoft customer area →