With an internet platform allowing:
- Brokers to be more aware of the regulations, to assess themselves, to improve their Compliance and to share their Compliance file with Insurers,
- Insurers to monitor the compliance of their partners.
A modular offer allowing you to adapt the INSquary functionalities to your needs
Whether you are a insurer or the parner of an insurer (broker, wholesaler, subcontractor), you can adapt our solution to your profile and your needs and benefit from the most relevant key functions.
common to all modules
Self-assessment, action plans, Compliance files and exchange of information with Insurers
Electronic signature of dematerialized contractual documents
Verification of your partners' Registration and real-time alerts
How we work with insurers
Each insurer works in his own way in terms of compliance with his partners: let’s first retrace together your needs, your specificities and your main processes before configuring the platform.
This is the preparatory phase, and you are wondering how you will use the platform on a daily basis. INSquary teams support you in getting started and deploying the tool with your teams.
You have understood the functioning and the key concepts of the platform, the time has come to send your invitations to your partners so that they can connect for free and easily fill in their virtual compliance binders, or answer your campaigns regarding the checkpoints that you will have chosen.
You are aware of the compliance status of each of your partners, you follow the progress of your campaigns in real time, you take note of the evolution of your partners, you digitalize your compliance trajectory and dematerialize your distribution agreements. In short, you saved time and are more serene.
Number of users
What our clients say about us
We were convinced by the innovative and pragmatic nature of the approach, and by the ease of deployment of the platform. This is a precious time saver for us, and security in terms of traceability. INSquary also allows us to make a qualitative leap in the service rendered to our local broker partners: we can provide them with operational assistance to better orient themselves in an increasingly busy regulatory environment, and thus free up productive time for our development and the service rendered to our members.CMAM
INSquary provides an overview of the Compliance of our providers in a Union of Mutuals structure, making each broker attached to a mutual company in the group. UniRé thus has the possibility of obtaining a global vision in real time and better responding to the requirements of the Supervisory Authority.Laurent BorderieCEO - UniRé Assurances
Aware that brokers and entrepreneurs are running out of time, in 2020, QBE will set up and develop new partnerships with the aim of offering flexible online solutions adapted to the needs of our partners and customers, in order to save them time, and allow them to focus on their core business. In particular thanks to the INSquary platform, allowing our brokers to ease the reach of their Compliance goals, notably regarding IDD (Insurance Distribution Directive).QBE France
In addition to being intuitive and easy to use, the INSquary platform allows you to have a global vision of your brokers' compliance. In addition, it saves time since several steps can be carried out directly on the site (invitations, reminders, checks ...). This platform meets the expectations of the insurance professionals who are seeking simple and digital solutions.Emine RamaniCompliance Officer - UniRé Assurances