Gain a 360° view of each policyholder and define your long-term sales strategy
The INFASS Insurance Suite is a powerful and reliable tool for analyzing and leveraging all information related to each policyholder, gaining a better understanding of their needs, and managing your long-term sales strategy.
Gain a comprehensive view of your business
With a clear, comprehensive view of your portfolio and data, you can identify key performance drivers and manage your actions with precision.
Access the information you need to structure your action plan
Rely on reliable data to structure your action plans and adapt to market developments.
Identify opportunities to optimize
Benefit from a precise view of your portfolio to analyze performance and identify areas for improvement.
Understand your customers to grow and reduce churn
Identify opportunities, target your actions effectively, and strengthen customer loyalty.
Contact an expert
Talk with our specialists to assess your needs and find solutions tailored to your business.
Customer portfolio management for Insurance
In the insurance and brokerage sector, effective customer data management and insurance portfolio analysis have become essential for improving sales performance and customer relationships.
Centralize customer, policy, and coverage data within our INFASS solutions—powerful, intuitive tools that give you a clear view of your portfolio and support better decision-making.
Data analysis and segmentation provide a better understanding of your customers and help you tailor your sales actions effectively.
- Reporting and data analysis tools: analyze your data clearly with visual dashboards (pie charts, bar charts, and line graphs) and easily export your reports to Excel or PDF.
- Customer relationship and marketing optimization: create targeted campaigns (email, direct mail, multichannel) based on detailed data segmentation.
- Flexibility and market adaptability: quickly configure your offers and action plans to respond to market changes and support your business growth.
Insurance Portfolio Analysis and Management
In the insurance sector, data analysis and customer portfolio monitoring are essential for ensuring effective management of policies and risks.
INFASS solutions support insurance and brokerage professionals in managing and analyzing their portfolios through advanced monitoring, statistical, and decision-support tools.
The software integrates intelligent alerts and customizable indicators, enabling you to monitor portfolio trends and quickly identify at-risk situations.
- Advanced indicators and reporting: analyze your customer and policy data in depth using powerful statistical tools, simple exports (Excel, PDF), and an intuitive query builder that lets you explore your data independently.
- Anomaly detection and decision support: automatically identify discrepancies related to underwriting, pricing, or claims experience so you can make the right decisions quickly and adjust your actions accordingly.
- Team management and task organization: optimize your operations through granular user access management and flexible task allocation, enabling precise control over your activities.
Policyholder Management and Retention
In the insurance sector, customer portfolio stability depends above all on policyholder satisfaction and the quality of service provided.
INFASS software solutions enable insurance professionals to optimize customer portfolio management, improve policyholder relationships, and strengthen customer retention.
Customer satisfaction generally depends on a range of essential factors that directly influence portfolio stability and growth. Key factors include pricing, the quality of the insurance coverage offered, the reliability of customer contacts, and the quality of customer support.
- Optimized portfolio management: efficiently monitor your customers and strengthen relationships of trust through precise portfolio management, helping you improve retention and grow your business.
- Data analysis and needs anticipation: leverage your data to better understand customer behavior, anticipate their needs, and target your sales actions more effectively.
- Automation and operational performance: automate management tasks to save time, handle more cases, and focus on higher-value activities.
- Intelligent alerts and risk prevention: anticipate sensitive situations with alerts based on claims, unpaid premiums, or customer interactions, and respond quickly.
An INFASS solution for every insurance need
INFASS software solutions address the specific requirements of the insurance industry and have supported major organizations for several decades.
Property and casualty insurance
Software designed for the comprehensive management of major P&C risks for businesses and individuals.
- Sales, Underwriting, Claims
- Large Account and International Management
- Integration with third-party systems
- Powerful and customizable statistics
Marine & Transport insurance
The first marine and transport insurance solution compatible with OPTIFLUX for cargo and hull management.
- Comprehensive Cargo and Hull features
- OPTIFLUX and Other EDI Solutions
- Online insurance certificates
- Powerful and customizable statistics
Personal insurance
Software designed for the comprehensive management of individual and group health and protection insurance.
- Policy definition
- Enrollment management
- Benefits management
- And supporting PRDG standards
They trust us
For more than five decades, INFASS has supported insurance professionals who demand reliability, accuracy, and responsiveness in managing their business operations. Our solutions adapt to the diverse environments of brokers, agents, and insurers across corporate insurance and reinsurance, including P&C, marine and transport, as well as personal insurance: supplementary health and protection coverage, both group and individual.
Our partners
Brokers, insurers, and risk specialists have trusted us for years.
DIOT SIACI
Filhet Allard Maritime
LA RÉUNION AÉRIENNE & SPATIALE
Why choose INFASS?
Because with over 50 years of insurance expertise, INFASS provides reliable, proven solutions that simplify day-to-day operations for insurers, brokers, insurance companies, and mutual insurers.
Recognized
insurance expertise
50 years of experience in the insurance industry, solutions designed with and for brokers and insurers, and a deep understanding of real-world business needs.
Reliable, comprehensive, and scalable software
Each solution covers the entire management lifecycle (policies, claims, accounting, compliance) while remaining adaptable to the specific needs of each organization.
Personalized, local support
Configuration, support, regulatory updates… Our expert teams remain fully committed to ensuring smooth, reliable, and long-term use of our solutions.
Customer relationship
management
Statistics, multi-dimensional analysis, and dashboards: gain full control over your business, margins, and claims performance to grow your portfolio with confidence.
Blog articles
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