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What better way to learn about our solution than from those who use it?
4.8/5 (26)
4.4/5 (27)
We tested a large number of CRMs for our brokerage business, and none of them enabled us to properly manage the diversity of our contracts (Pensions - Mutual Insurance - Personal Protection - Loan Insurance - Investment - Employee Savings) and customer typology (group contracts, professionals and individuals). Thanks to TimeTonic, we've finally been able to create our own tailor-made management tool that's perfectly suited to our needs, and which we can continue to develop ourselves with total autonomy. That's very valuable.
Fanny POBEL
Manager
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.
Gonzague La Fonta
Founding Director
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.
Patrick Evrard
President
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.
Tommy Beyer
Manager
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!
David Fatras
Manager
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.
Grégory Boumendil
Manager
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.
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.
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.
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.
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.
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.
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.
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.
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.
Efficiently manage client information, interactions, and transactions within the Brokerage Management system. Streamline communication and enhance client relationships through a comprehensive Brokerage CRM.
