TimeTonic CRM Insurance brokerage

Your intuitive and customizable cloud-based brokerage management solution, created with brokers for brokers
Logo AIP France
Nous Assurons white logo
Groupe Nation white logo
GMAF white logo
Beyer Assurances white logo
Asqua BTP white logo

Same work. Easier.

Get rid of spreadsheets.

All-in-one broker solution

Find all your data in one place, manage your entire brokerage with a no-code solution, specially designed by brokers for brokers

A higher level of productivity

Reduce time-consuming tasks, optimize your customer contact through automation and focus on what matters!

Flexible broker software

With TimeTonic, benefit from a solution for brokers that evolves according to your needs, with a French support to accompany you even better!

Don't rely on us. listen to our customers.

What better way to learn about our solution than from those who use it?

Google reviews

4.7/5 (21)

Capterra reviews

4.4/5 (27)

adRem white logo

I chose TimeTonic for customer relationship management. I am impressed by the agility of the tool that allows me to make customizations, knowing that I can easily upgrade it to meet new needs, for a reasonable cost.

Profile picture of "Gonzague La Fonta"

Gonzague La Fonta

Founding Director

agéa white logo

When we created this offering, we considered working with a number of major CRM players, some specific to insurance and others more generalist. But we were finally won over by TimeTonic's flexibility and comprehensiveness, which allows us to meet our requirements in terms of business skills, but also our needs for agility, adaptability and collaboration.

Profile picture of "Patrick Evrard"

Patrick Evrard

President

Asqua BTP white logo

ASQUA BTP has designed and developed, in TimeTonic, a new modern, collaborative, SaaS claims management solution, including EDM and messaging with fine-grained management of rights by type of user, process automation, document generation, notifications, correspondence and activity management, and offering an unparalleled level of flexibility and customization.

Profile picture of "Thomas Couder"

Thomas Couder

Managing Director

Beyer Assurances white logo

Our firm has existed for three generations and has always been able to adapt to changes in order to guarantee the best service to our policyholders. Our clients are loyal to us because we know them and accompany them through each new stage of their lives. Our business has diversified over time, and we needed a flexible yet powerful solution that could grow with us.

Profile picture of "Tommy Beyer"

Tommy Beyer

Manager

GMAF white logo

TimeTonic is an incredibly fluid and intuitive solution that allows us to manage all our customer data, documents, contracts. With access rights tailored to each team member, its mobile application, its API, it is a complete solution that totally fits our needs.

Profile picture of "Grégory Boumendil"

Grégory Boumendil

Manager

Nous Assurons white logo

Unlike other solutions, TimeTonic adapts to our needs and processes very easily and without any IT skills. It allows us to manage prospects, customers, production and claims in a single tool with great flexibility. TimeTonic is an innovative solution that I highly recommend to my colleagues!

Profile picture of "David Fatras"

David Fatras

Manager

Don't rely on us. listen to our customers.

What better way to learn about our solution than from those who use it?

Google reviews

4.7/5 (21)

Capterra reviews

4.4/5 (27)

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Manage all your activities.

Manage your customers and contracts in one place

Customer relationship management (CRM) solution helps companies manage their relationships with customers. It allows brokers to track leads, follow up on quotes, and keep records of past interactions. The software can help brokers automate processes so that they don't need to spend time manually entering data.

Optimize your processes

Create your own advice sheets and quotes by importing & customizing your own document templates. In a few seconds, you can customize your records' structure and presentation without any programming knowledge.

Communicate in real time

Simplified communication between brokers and clients with our integrated chat. Schedule and assign appointments, deadlines, reminders and other tasks with our native automations and share content with your clients through the secure dedicated extranet.

Create your custom dashboards

Track the profitability of the wallet & check your indicators, status. Automatically keep a record of all modifications (you know who modified which value, name, date, status, amount...) at what time, for a perfect traceability

And even more.

All the features you need

With TimeTonic, manage your entire organization with exclusive features.

You have a specific need?
Contact-us

Brokerage Deal Tracking

Monitor and track the entire lifecycle of brokerage deals from initiation to closure. The Brokerage Deal Tracking feature ensures accurate record-keeping and provides a transparent overview of all ongoing transactions.

Brokerage Risk Management

Mitigate risks associated with brokerage activities using advanced risk management tools. Identify, assess, and manage potential risks in real-time within the Brokerage Risk Management module, enhancing overall business stability.

Brokerage Asset Management

Effectively manage and track assets involved in brokerage activities. The Brokerage Asset Management feature provides a centralized view of assets, optimizing resource allocation and utilization.

Brokerage Client Management

Efficiently manage client information, interactions, and transactions within the Brokerage Management system. Streamline communication and enhance client relationships through a comprehensive Brokerage CRM.

Brokerage Document Management

Organize and store crucial brokerage-related documents securely. The Brokerage Document Management feature facilitates easy retrieval, sharing, and collaboration on essential documents, ensuring compliance and efficiency.

Brokerage Workflow Automation

Streamline and automate repetitive tasks and processes related to brokerage operations. The Brokerage Workflow Automation feature enhances efficiency, reduces errors, and ensures a smooth and seamless workflow.

Brokerage Mobile Accessibility

Access the Brokerage Management system anytime, anywhere, with mobile compatibility. The Brokerage Mobile Accessibility feature empowers brokers to stay connected and manage critical tasks on the go, ensuring flexibility and responsiveness.

Brokerage Compliance Monitoring

Stay compliant with industry regulations and standards through automated monitoring and reporting. The Brokerage Compliance Monitoring feature provides real-time insights, reducing regulatory risks and enhancing overall operational integrity.

Brokerage Performance Analytics

Gain valuable insights into brokerage performance with advanced analytics tools. The Brokerage Performance Analytics feature enables data-driven decision-making, optimizing strategies for increased profitability.

Brokerage Commission Calculation

Automate the calculation of commissions for brokers based on predefined rules and parameters. The Brokerage Commission Calculation feature simplifies financial processes and ensures accurate compensation for brokerage services.

Easy to start.

Empower your work experience

Follow the guide to manage your organization smoothly with TimeTonic!
Start now!

Step 1.

Contact us to see a presentation and discuss your needs.

Step 2.

We support you in implementing a solution that meets your needs

Step 3.

Your work is simplified and communication between teams has never been clearer.

What's new?

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