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Insurance brokerage

Optimum Courtage

Custom brokerage CRM centralizing ~300 files with real workflow automation.

CRMSoftware
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Optimum Courtage
What we built
  • Multi-stage kanban across intake, discovery, contract, negotiation, closing
  • 13 relational tables (dossiers, brokers, banks, offers, accounting…)
  • Autosave with local-storage recovery, audit log, permissions
  • Real-time updates and notifications across the team
Outcome

One system replaces the Excel + email + shared-folder chaos. 291 live files managed at once with zero data loss.

Stack
ReactSupabaseRealtimeRow-level security
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AI, embedded into your operations.
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