Collaborative, cloud and mobile brokerage management solution
Created with brokers for brokers
Access a global view of all your data
Find your customer and contract files quickly with the search bar
Import your data by simple copy and paste
View all the information related to a client, a contract or a claim on a full page sheet in a simple and visual way, with fields and colors making it easy to read at a glance
Adapt the structure of your files in a few seconds, without development knowledge
Your data are interconnected and allow, for example, one-click access to contracts from the customer file, and vice versa
Easily create your own templates and contract types and track all the information that is important to you
Link your contracts to customers, claims, collections and referrers
Follow the status of a claim, the relations with the insured, the insurance company and the experts
Organize your appointments, deadlines, reminders, phone calls and other tasks using the Spreadsheet, Kanban, Calendar or Timeline views.
The Kanban view allows you to manage your entire activity visually and as a team, by simply dragging and dropping the card from one column to another to change the status of a task, its allocation or its level of importance.
TimeTonic automatically keeps track of all changes. You know who modified which value (name, date, status, amount, etc.) and when, for a total traceability.
Find for the first time all your documents with their context (customer information or contract details for example)
Whatever their format, drag and drop your files from your computer, email, or copy a link to an online document (cloud services like Dropbox and Google Drive or a simple URL) and it will be available directly in TimeTonic
A global view of all your collection data, linked to your contracts and customers
Import and export directly to Excel by simple copy and paste
Insert new fields in seconds (dates, texts, numbers, choices, chat rooms, attachments, formulas...).
Color and format your cells as you wish.
Automate your premium and commission calculations with our easy-to-use formulas.
Use your amounts, dates, duration and text.
Nothing is fixed in TimeTonic, move your columns, create an infinite number of filters, duplicate your workspace.
Share your notebooks in collaborative mode or manage the rights of your members.
Thanks to instant messaging, which allows to chat and send notifications and sms, employees share ideas and documents in real time.
TimeTonic is not like other software that locks you into a straitjacket. Customize TimeTonic yourself to infinity, by adding fields, tables, forms, filters, views, creating your own document templates, creating automation, validation or mailing workflows, interfacing with more than 1500 applications and your website, creating spaces for your customers, without any programming.
Easily manage members' rights: depending on the rights assigned, you can modify the structure, create content or simply read it.
TimeTonic adapts to the way you work
Simplifiez votre gestion et libérez votre organisation !