Your questions

INSquary is designed for professionals in the insurance sector such as insurance companies or brokers.

INSquary does not design or distribute insurance products under any circumstances. INSquary offers services to help professionals in the insurance sector to comply with the various regulations in force, which are specific to the financial sector (e.g.: fight against money laundering and the financing of terrorism, insurance distribution directive) or general (e.g.: general data protection regulation).

Yes, your subscription will allow you to:

  • choose among your delegatees those to whom you give access to the service and ask to fill out a compliance questionnaire, and attach the supporting documents;
  • access the “compliance files” of your delegatees (answers and supporting documents);
  • measure the risk of non-compliance of each delegatee;
  • visualize a map of your delegatees, according to their degree of compliance;
  • prove that the delegatees’ compliance monitoring campaigns were conducted.

No, if with your “insurer” subscription you give access to the INSquary service to the brokers you work with, they will not be charged.

Yes, a broker can subscribe to INSquary, either to make a self-diagnosis of his compliance, or to propose to one or more of his insurer partners to access to his “compliance record”. Regardless of the number of insurers he works with, he only completes his compliance file once (an appreciable time saver!).

Yes, our servers respect very high standards of security and confidentiality. The Broker chooses the Insurers to whom he gives access to his compliance “virtual binder”.

Yes, for example a wholesale broker can subscribe to INSquary and give access to the platform to the local brokers he works with. His subscription also allows him to give access to his insurance partners to his own compliance file. In the future, INSquary will allow a “transparent” vision by insurers of the compliance of their subdelegatees.

The system offers you an action plan with follow-up to remedy non-compliance issues. We can also propose personalized support services.

The INSquary platform is based on a questionnaire of some 250 questions, to which it can be answered in a flexible way, according to their importance (50 central questions, 200 more peripheral ones), the nature of the delegated activities (distribution, operations, …), the branches of insurance practiced, the thematic questions. In most cases, the legal texts at the origin of the questions are cited, and hypertext links allow access to them. Our team ensures a permanent watch on the evolution of texts and their application.

Yes: filters are used to select the questions applicable to the delegatee according to the branches he practices or not.