Insurance software and broker software: SKY CRMThe CRM / ERP that supports you in running your brokerage
SKY CRM / ERP is designed for all insurance professionals:
Local brokers and general agents
Managing brokers of all sizes
Delegated brokers and wholesale insurance brokers
Insurance companies
Insurance departments of large corporate groups
Insurance professionals have specific business needs that a generic CRM cannot meet.
SKY CRM / ERP, insurance broker software, is built on 40 years of expertise in designing solutions dedicated to the insurance sector to meet the most demanding requirements of intermediaries.
Our insurance software combines advanced business features with an intuitive interface.
SKY CRM is based on ODOO, a customer management platform recognized worldwide.
This gives you a CRM / ERP for insurance brokers that is among the most powerful on the market, combining functional power and ease of use.
Artificial Intelligence built into your insurance CRM / ERP
SKY CRM / ERP includes AI features to simplify your day-to-day management.
The intelligent search tool in the DMS analyses your documents (contracts, terms and conditions) and instantly answers your natural-language questions: “What is the deductible amount?” or “What is the theft coverage?”.
The AI query assistant, powered by Inqu-AI, lets you generate complex reports with no technical skills: “Amount of commissions by company and by month” or “Claims-to-premiums report”.
Create your custom dashboards with charts and KPIs simply by talking to the assistant.
How does our insurance software SKY CRM simplify the management of your brokerage?
How does our SKY CRM insurance broker software meet the specific needs of insurance intermediaries?
How does our SKY insurance CRM adapt to your needs?
CRM / ERP software for insurance brokers: complete SKY CRM / ERP solution tailored to local brokers and mid / large accounts
SKY CRM goes far beyond the features of a traditional insurance CRM.
Developed by INS-IT with 40 years of expertise, our insurance broker software is an integrated management platform with advanced features that meet the specific needs of all insurance intermediaries, from local brokers to large managing accounts.
A scalable solution for every profile
Whether you are a local broker managing a few hundred clients or a mid-sized firm with several staff members, SKY adapts perfectly to your structure.
Our insurance software also supports large managing accounts, delegated brokers and insurance companies thanks to powerful enterprise-grade features.
Advanced business features
Our CRM / ERP for insurance brokers offers far more than simple customer relationship management.
You benefit from high-performance professional tools: intelligent automation of follow-ups, built-in pricing engine, detailed invoicing of group policies, analytical breakdown of instalments by coverage and full claims management.
Built-in artificial intelligence transforms your daily work: query your documents in natural language and generate your activity reports without technical skills.
The powerful EDM centralises all your client documents with instant search.
All-in-one platform based on ODOO
Based on ODOO, a globally recognised platform, SKY combines technological power, customisation flexibility and ease of use.
You manage your brokerage with precision thanks to customisable dashboards, native regulatory compliance (GDPR, IDD, CIMA) and a digital client portal.
With SKY, you have a technology partner that grows with your business, from local structures to large accounts.
40
years of experience in the design and publishing of insurance software packages
12
people dedicated to your projects
9
countries trust our insurance-focused software
Who are we ?
INS IT has been developing CRM / ERP solutions dedicated to insurance intermediaries for more than 40 years.
Building on this expertise, the company supports brokers, wholesalers and distribution networks in optimising their operations and growing their business.
Present in 9 countries in Europe and Africa, INS IT provides tools that combine performance with compliance with local regulatory requirements.
Guided by its values of proximity, adaptability, agility and innovation, the company integrates the latest technologies, such as artificial intelligence, to support the transformation and competitiveness of the insurance brokerage sector.
FAQ
I am an insurer with advanced management needs; can SKY meet my requirements?
SKY is equally suited to insurance representatives and to insurers themselves.
By implementing business rules, you can automate your tasks; with our pricing module you can configure your products and generate quotes directly in SKY, and make online quote tools available to your customers on your website.
Add to this full management of policies, claims and term renewals, and much more.
I am an insurance intermediary; how can I save time on my administrative tasks?
As an insurance broker, you want to focus on strategic activities such as customer service, business development and managing client relationships.
However, administrative tasks, and data entry in particular, can be very time‑consuming.
Using SKY helps you avoid double data entry and ensures data consistency.
SKY also saves you time by automating certain tasks such as generating bordereaux, generating terms, and exporting and importing your data.
With SKY you standardise the way data is entered and make it easier to use for analysis.
You can then quickly and easily view your dashboards and efficiently monitor the development of your business.
I am an insurance intermediary; how can I better manage relationships with my clients?
Every client matters, so it is crucial to be available and responsive to their requests.
Using the communication tools integrated into SKY greatly improves the quality of your interactions with your clients.
With this tool you can track each request from its creation through to its resolution.
Your clients qualify their requests themselves and they are sent directly to the relevant department, which represents a real time saving for processing.
You can also prioritise requests according to their level of urgency in order to handle them more efficiently.
You keep the full history of claims and requests directly within your CRM.
Assessing the quality of your customer service, identifying areas for improvement, spotting trends in client requests and making adjustments to optimise efficiency and customer satisfaction has never been easier.
I am an insurance intermediary; how can I offer personalised products to my clients?
Your clients do not all have the same needs, and careful listening to their individual requirements and concerns enables you to propose tailored, personalised insurance solutions.
Advisory services strengthen the broker’s value as a trusted intermediary between insurance companies and clients.
By working with several insurance companies, the broker can offer clients access to a wider range of insurance products, compare prices and coverage levels, and find the best option for each client.
In SKY CRM you can keep a history of the list of companies you consulted as well as the questions you asked them, which led you to propose a specific insurance policy.
Advice is not optional but a legal obligation for insurance intermediaries.
I am an insurance intermediary; how can I communicate proactively with my clients?
Staying in regular contact with your clients by sending them updates on regulatory changes, tips to optimise their insurance policies and reminders to renew their contracts is essential to build loyalty and potentially generate additional sales.
With SKY you can communicate quickly and easily by letter, by email and even by SMS.
You can also automate your follow‑ups and create email campaigns while complying with GDPR rules.
SKY also allows you to integrate leads to grow your client portfolio.