SKY, the best CRM / ERP for insurance brokers and companies.

You are :

Proximity brokers or agents
Brokers of all sizes
MGA (underwriters)
Companies
Large company insurance services.

Insurance brokers have specific needs for which standard CRMs do not meet. SKY benefits from 40 years of experience in the design of insurance software packages to offer a cutting-edge solution to insurers.

SKY is not only advanced insurance features but it is also an intuitive and ergonomic CRM, indeed SKY is based on ODOO, a world-renowned CRM (customer relationship). So you benefit of the best CRMs on the market.
SKY | Insurance software | Insurance broker software | Software package : SKY

How SKY simplify the management of your company ?

SKY | Insurance software | Insurance broker software | Software package : SKY

How does SKY meet the specific needs of insurance intermediaries?

SKY | Insurance software | Insurance broker software | Software package : SKY

How does SKY adapt to your needs?

SKY | Insurance software | Insurance broker software | Software package : SKY

More than just CRM: SKY is a comprehensive management tool for insurance intermediaries

SKY | Insurance software | Insurance broker software | Software package : SKY
At INS-IT, our management solution goes far beyond the traditional functionalities of a CRM. We have designed an integrated management tool with advanced features that meet the specific needs of insurance intermediaries as well as insurers.

Our tool offers much more than just customer relationship management. Thanks to extremely advanced features such as task automation, AI, pricing, group policy invoicing, breakdown of invoices by guarantee and accurate claims management, our platform is a real ally to optimize your daily operations.

Whether you're an insurance broker looking for a sophisticated tool to manage your clients and their policies, or an insurer looking to improve the efficiency of your internal processes, our solution is designed to meet your specific needs.

With SKY, you have an all-in-one platform that combines power, flexibility and ease of use. You manage your practice in a flexible and precise way.

40
years' experience in designing and publishing insurance software packages
12
people dedicated to your projects
3
countries where our teams are present in France, Côte d'Ivoire and Morocco

Who are we?

Recently created (2022), INS-IT is ambitious and gives itself the means to do so:
 
  • Heavy investments for the development of a solution that wants to become a Leader.
  • A complete and operational team: 12 people shared between 3 countries: :
  • France (Management, Design, Projects, European Sales, Administrative, Support)
  • Morocco for development teams (dedicated, stable and scalable team)
  • Cote d’Ivoire for customer support and 'Africa' sales.

INS-IT is also financially solid with a solid investor in the capital.

SKY | Insurance software | Insurance broker software | Software package : SKY
31/12/2024
Optimisez la Performance de Votre Cabinet de Courtage avec SKY
Il est facile de se laisser emporter par la notion que plus d'efforts équivaut à plus de succès. Cependant, la pertinence est le véritable facteur décisif ! Mais comment s'assurer que votre énergie est bien utilisée là où elle a le plus d’impact ?
SKY | Insurance software | Insurance broker software | Software package : SKY
03/02/2025
Gagnez en efficacité avec une GED optimisée !
Assistez à notre webinaire et découvrez comment SKY CRM / ERP vous permet de mieux exploiter et organiser vos document et comment notre module IA révolutionnaire vous permet de retrouver instantanément des informations clés dans un ou plusieurs documents.
SKY | Insurance software | Insurance broker software | Software package : SKY
13/12/2024
Découvrez notre requêteur en langage naturel et transformez vos données en opportunités !

Notre module de requêteur IA en langage naturel vous permet d’interroger vos données simplement, rapidement et sans aucune complexité technique. Une technologie conçue pour les courtiers en assurance
I am an insurer with specialized management needs, can SKY meet my needs?
SKY is suitable for insurance brokers as well as for insurers themselves.
The implementation of the management rules will automate your tasks, thanks to our pricing module you will be able to set up your products,  generate quotes directly from SKY and make the pricing providers available to your customers on your website.
Add to that comprehensive management of contracts, claims, term renewals and more (AI for instance).

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 customer relationship management. However, administrative tasks, especially data entry, can be time-consuming. Using SKY will allow you to avoid double entry of information and ensure data consistency. SKY also allows you to save time by automating certain tasks such as generating slips, generating terms, exporting and importing your data. With sky, you can standardise the recording of your data and thus facilitate its use during analyses. You will be able to easily and quickly consult your dashboards and effectively monitor the evolution of your activity.


I am an insurance intermediary, how can I better manage the relationship with my customers?
Each customer is important, so it is essential to be available and responsive to meet their request. By using sky's built-in communication tools, you can greatly improve the quality of your interactions with your customers.
With this tool, you can track each request from its creation to its resolution. Your customers' requests are qualified by your customers and directly assigned to the relevant department represents a grain of time for processing. You can also prioritize requests based on their priority levels to process them more efficiently. You keep the history of complaints and requests integrated into your CRM. Analyzing the quality of your customer service, identifying areas for improvement, spotting trends in customer requests, making adjustments to optimize efficiency and customer satisfaction has never been easier.

I am an insurance intermediary, how can I offer personalized offers to my customers?
Your customers' needs are not all the same, and listening carefully to their individual needs and concerns will allow you to offer personalized and adapted insurance solutions. Consulting reinforces the value of the broker as a trusted intermediary between insurance companies and clients. By working with multiple insurance companies, the broker can offer their clients access to a wider range of insurance products, compare rates and coverage levels offered to find the best option for each client. In the SKY CRM you will be able to log the list of companies consulted but also the questions you have asked them and which led you to offer this insurance contract. Advice is not an option but a legal obligation for insurance intermediaries.

I am an insurance intermediary, how can I proactively communicate with my customers?
Staying in regular contact with your customers by sending them updates on regulatory changes, tips on optimizing their insurance policies, and reminders to renew their policies is essential for building customer loyalty and potentially generating additional sales
With SKY you will be able to communicate easily and quickly by mail, emails, and even SMS. You will also have the possibility to automate your reminders and create Emailing campaigns in compliance with GDPR rules. SKY also allows you to onboard leads to grow your customer portfolio.