TimeTonic CRM
Insurance brokerage

Your intuitive and customizable cloud-based brokerage management solution, created with brokers for brokers
Request a demo

TimeTonic CRM
Insurance brokerage

Your intuitive and customizable cloud-based brokerage management solution, created with brokers for brokers
Request a demo

Your work deserves the best

Visualize all the information related to a client or a contract on a full-page sheet in a simple and visual way, with fields and colors making it easy to read at a glance.

Modify the structure and presentation of your forms yourself in a few seconds, without any development knowledge.

Your data is interconnected and allows, for example, one-click access to contracts from the customer file, and vice versa.

Manage your customers and contracts in one place

Build customer loyalty and gain new prospects with a simplified and personnalized CRM application

Centralize all your documents (EDM)

Prepare your budgets and generate your quotes in just one click

Communicate in real time

Schedule & assign appointments, deadlines, reminders and other tasks

Chat in real time with the integrated messenger or notify by email and sms

Send and receive emails, assigned them to team members, answer with one click

Share content with your customers thanks to the secured dedicated extranet

Optimize your processes

Import & customize your own document templates to automatically generate your advice sheets, quotes, etc.

Automate your tasks and send emails upon validation of a status

Customize the structure and presentation of your records in a few seconds, without any knowledge of development

Create your custom dashboards

Track the profitability of the wallet;

Check your indicators, status, etc.

Automatically keep a record of all modifications. You know who modified which value (name, date, status, amount, etc.), at what time, for a perfect traceability

Manage

Manage your customers and prospects in one place

Build customer loyalty and gain new prospects with a simplified and personnalized CRM application

Centralize all your documents (EDM)

Prepare your budgets and generate your quotes and invoices in just one click

Collaborate

Collaborate and communicate in real time

Schedule & assign appointments, deadlines, reminders and other tasks using the Spreadsheet, Kanban or Calendar view

Chat in real time with the integrated messenger or notify by email and sms

Organize your documents directly in the customer, contract and claim files thanks to the integrated EDM

Optimize

Optimize your processes

Import & customize your own document templates to automatically generate your advice sheets, quotes, etc.

Automate your tasks and send emails upon validation of a status

Customize the structure and presentation of your records in a few seconds, without any knowledge of development

Pilot

Create your custom dashboards

Track the profitability of the wallet;

Check your indicators, status, etc.;

Automatically keep a record of all modifications. You know who modified which value (name, date, status, amount, etc.), at what time, for a perfect traceability.

"At agéa, we consider expertise and digital ownership to be at the forefront of service delivery for our members. This co-brokerage offering is a decisive example of this. 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. TimeTonic is now one of our trusted partners in modernizing our services."
Patrick EVRAR
Président d'agéa
« TimeTonic is a very interesting and flexible solution that adapts easily to our way of working. It allows us to manage our customer portfolio, to list the contracts subscribed by our customers, to manage claims...
It serves as an EDM (to digitize and keep our customers' documents), allows us to make selections, sorting to know the commercial actions to be launched.
It allows us to put reminders on actions to be carried out as well in management as in commercial. This solution is clear, colorful and easy to use and has enormous possibilities. »
Hervé DEBRUYNE
Manager of Du Côté Assurances
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 of adRem
« 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. »
Thomas COUDER
Managing Director of ASQUA BTP
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 of Nous assurons La Gorgue
« 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 of GMAF
« 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 of Beyer Assurances
« TimeTonic appeared to be complete, 100% customizable and flexible. With the help of Jean-Michel Durocher and his team, the tool was shaped according to our needs and our way of working. Then adapted to the new needs that emerged as we developed. Management of files, deadlines, cancellations, cash flow...
With TimeTonic, the follow-up of our clients is complete and can be consulted by each of us, which allows continuity in our actions and in the service we provide to our clients. »
Anne-Cécile LEHUEN
Manager of Assurez Mon Prêt

TimeTonic Pricing

Choose the formula that suits you best

Monthly
Annual

Pro

30,9€
excl. VAT per month, per person
28€
excl. VAT per month, per person
The main functionalities to digitalize your brokerage CRM with flexibility. Consult, modify or build your database from anywhere
Request a demo

Business

349€
excl. VAT per month
309€
excl. VAT per month
Automatic analysis and processing of your data to limit errors and take advantage of automated monitoring
Request a demo

Company

949€
excl. VAT per month
849€
excl. VAT per month
A considerable time saving to maintain a close relationship with your customers and increase their loyalty
Request a demo
Personalized support to define the best solution for your profile and guarantee optimal results from your first weeks of use
Contact-us

Features

Pro

Business

Company

Custom

Show
Hide
-
+
Users licences
Logo when hover reveals the tooltip
1 Pro
2 Business
2 Pro
5 Business
Contact-us
Emails
Logo when hover reveals the tooltip
Yes
Yes
Yes
Contact-us
API
Logo when hover reveals the tooltip
No
Yes
Yes
Contact-us
Dashboard
Logo when hover reveals the tooltip
No
Yes
Yes
Contact-us
Compte société
Logo when hover reveals the tooltip
No
Yes
Yes
Contact-us
Extranet dépôt de
documents
Logo when hover reveals the tooltip
No
No
Yes
Contact-us
EDI Message
Logo when hover reveals the tooltip
No
Yes
Yes
Contact-us
Support
No
No
Yes
Contact-us

Features

Show
Hide
-
+
Users licences
Logo when hover reveals the tooltip
Pro
1 Pro
Business
2 Business
Company
2 Pro / 5 Business
Custom
Contact-us
Emails
Logo when hover reveals the tooltip
Pro
Yes
Business
Yes
Company
Yes
Custom
Contact-us
API
Logo when hover reveals the tooltip
Pro
No
Business
Yes
Company
Yes
Custom
Contact-us
Dashboard
Logo when hover reveals the tooltip
Pro
No
Business
Yes
Company
Yes
Custom
Contact-us
Company account
Logo when hover reveals the tooltip
Pro
No
Business
Yes
Company
Yes
Custom
Contact-us
Extranet deposit of
documents
Logo when hover reveals the tooltip
Pro
No
Business
No
Company
Yes
Custom
Contact-us
Read-Only users
Logo when hover reveals the tooltip
Pro
No
Business
No
Company
Unlimited
Custom
Contact-us
EDI Message
Logo when hover reveals the tooltip
Pro
No
Business
Yes
Company
Yes
Custom
Contact-us
Support
Pro
No
Business
No
Company
Yes
Custom
Contact-us

Get started today

1
Contact us to see a demo and discuss your needs
2
We help you to set up a solution that meets your needs
3
Your work is simplified and communication between teams has never been clearer

Simplify your portfolio management with
TimeTonic

Accelerate your digital transformation
Save time and facilitate teamwork in the office and in the field
Adopt a solution that is easy to use and simple to customize that helps you succeed in all your projects
Request a demo