Filing documents. Updating tasks. Drafting the same emails. Reviewing paperwork.
Your BMS was designed as a digital archive,
not to work for you.
BMS and CRM in one workspace.Customer administration and sales, combined into one workspace without ever switching tools.
Built for modern teams.Always stay on top of the to-dos and effortlessly collaborate as a team.
The only BMS with
Broker Context
Everything the office runs on, arriving out of one point: bloc retour, contracts, calls, WhatsApp, company data, insurer extranets, risk objects, claims, parties, analytics, search, placements, dossiers, tasks, covers, notes, audit, webforms, mail.
Filing done for you.
Mail, calls, forms and documents land on the right dossier.
Tools that talk.
Insurer portals, mailbox, webforms and call, all integrated.
It learns your working.
So the next file is handled the way your office does.
Ask what you need.
Any question about a policy, claim, client, answered in a second.
One version of each file.
Your team and the system on the same record, all day.
We get you live in weeks.
Provide your data.
We help you get your data out of your current BMS and take care of the full migration making it AI-ready.
Review all data is correct.
We load all your data into a test environment and review it together. We check, validate, and make sure everything is exactly where it should be before going live.
We go live together.
We migrate your latest data snapshot with zero downtime or surprises, switch your insurer connections to Versile, and get your team up and running from day one.