Custy

What Custy does

Custy is a privately held French-Belgian vertical SaaS company founded around 2000 that develops software for insurance brokers, mutuelles, traditional insurers, and insurtechs. Its core offering is an integrated four-product ecosystem: Adhoc (full broker CRM/ERP/GED platform with compliance tools for DDA, LCB-FT, and RGPD), Tailor (customizable cloud CRM with regulatory support), Corelo (life insurance product management), and Life (integrated savings and life insurance asset-liability management). The platform is delivered as cloud/SaaS and embeds native compliance features plus bidirectional EDI connections to insurance company extranets and live API links to official French regulatory databases including the PPE Registry, asset freeze registry, OFAC sanctions, INPI, and the registre du Trésor.

Custy operates through two legal entities — CUSTY SAS in Strasbourg, France (share capital €70,900) and CUSTY BELGIUM SPRL in Thuin, Belgium (under GIE Groupe Burrus Technologies) — and is led by President Pierre LEO with Martin VILLEMOT as General Manager and Eric LIPPERT heading the BELUX region. Headcount is reported at 11-50 employees. The go-to-market is sales-led and direct, with consultative demos and quote-based pricing on annual subscription contracts, supported by content marketing focused on regulatory topics for the French brokerage community.

The company generates revenue primarily through recurring SaaS subscriptions and reports an installed base of 18+ named enterprise and mid-market insurance logos including AXA, Swiss Life, April, Athora, Cardif Lux Vie, DiotSiaci, Foyer, Groupe France Courtage, and Mutuelle Française. In January 2025 Custy acquired Bel Air Informatique, a historic French broker-software vendor, to consolidate its position in the brokerage software market. No external funding, public revenue figures, or AI/ML capabilities are disclosed in available source material.

Name

Custy

Legal name

CUSTY BELGIUM SPRL

Website

https://custy.com

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

11–50 employees

Short description

Custy is a privately held French-Belgian SaaS company that builds integrated CRM, ERP, and document-management software for insurance brokers, mutuelles, insurers, and insurtechs. Founded around 2000, it serves enterprise and mid-market clients across France and Belgium.

Ownership category

akta.pro rank

Product category

Insurance Software

NAICS

Software Publishers (513210)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Policy Administration, Underwriting & Rating Platforms (Core Insurance SaaS) (FSAGAGAB)

akta.pro secondary industry

Customer Engagement, CRM & Agent/Broker Enablement Platforms (FSAGAGAD)

Keywords

• Insurance brokerage software
• Insurance CRM software
• Electronic document management
• Life insurance management
• Regulatory compliance software

Headquarters

HQ city

Luxembourg

HQ country

Luxembourg

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Software Subscriptions (SaaS): Custy generates revenue primarily through subscription-based software licenses for its insurance brokerage solutions (Adhoc, Tailor, Corelo, Life). The cloud-based delivery model supports recurring revenue with annual or multi-year subscription contracts.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels3 records

Core offering

Custy designs, develops, and sells a modular SaaS software ecosystem purpose-built for insurance brokers, mutuelles, insurers, and insurtechs. Its offerings combine CRM, ERP, and electronic document management (GED) for brokerage operations, alongside asset-liability management (ALM) for life insurance products, with native regulatory compliance features covering DDA, LCB-FT, and RGPD. Deployment is cloud-based and delivered via subscription licenses to insurance professionals primarily in France and Belgium.

Product overview

Custy offers an integrated software ecosystem for the insurance and brokerage sector, consisting of four core products: Adhoc (complete CRM, ERP and GED platform for brokers), Tailor (cloud-based CRM with customization capabilities), Corelo (life insurance product management), and Life (asset-liability management for insurers). The modular architecture allows brokers, insurers, mutuals, and insurtechs to select solutions tailored to their needs, with built-in compliance tools for DDA, LCB-FT, RGPD, and integration with insurance company extranets and official regulatory databases.

Differentiator

Problem solved

Functional benefit

Brands

• Custy Adhoc: Complete digital solution for insurance brokers - CRM, portfolio management, and compliance tools.
• Custy Tailor
• Custy Corelo
• Custy Life

Products and services

• Custy Adhoc Complete digital SaaS platform for insurance brokers combining CRM, ERP, electronic document management (GED), compliance tools (DDA, LCB-FT, RGPD), EDI connections to insurance companies, and automated workflows for portfolio management and regulatory reporting. Targeted at French/Belgian insurance brokers.
• Custy Tailor Cloud-based CRM solution for insurance brokers with centralization of client data, commercial activity tracking, integrated document management, alerts and deadline monitoring, and regulatory compliance support (RGPD, LCB-FT, reclamations tracking). Marketed as a customizable offering adapted to broker needs.
• Custy Corelo Management software for life insurance products, providing an ergonomic interface for front and back-office operations, customizable architecture to adapt to evolving market needs, and tools designed to strengthen competitiveness while reducing operating costs. Used by insurers as well as the brokerage vertical.
• Custy Life Integrated software for managing savings and life insurance products, enabling precise asset and liability management (ALM), automation of operations, and strengthening of investment strategy. Supports single-insurer, multi-insurer, and co-insurance setups.

Quantifiable outcome

• Up to 40% productivity improvement for insurance brokerages using Custy Adhoc
• +4 more outcomes

Named customers12 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

Feature1 record

Partnerships

Two partnerships are on record, tiered core.

• Bel Air InformatiquecoreStrategic or Co-development Partner · 1 January 2025Bel Air Informatique is a historic player in software for insurance brokers in France. In January 2025, Custy announced its merger/rapprochement with Bel Air Informatique as a major development milestone, consolidating Custy's software ecosystem in the French insurance brokerage market.
• GIE Groupe Burrus TechnologiescoreOthersCUSTY is part of GIE Groupe Burrus Technologies, indicating a corporate group structure where Custy operates as part of a larger technology group serving the insurance industry.

Scale indicators2 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Effisoft: French insurance software vendor specializing in solutions for insurers and brokers, including document management and regulatory compliance tooling. Closely comparable to Custy on customer segment, regulatory focus, and product scope.
• Prima Solutions: French SaaS provider of insurance core systems (policy admin, underwriting, claims) for P&C and life insurers and brokers. Comparable to Custy as a French insurance vertical SaaS vendor serving similar broker and carrier customers.
• Andema: Insurance broker and insurer software specialist serving the French market with CRM and back-office solutions. Comparable to Custy as a competitor in the same French brokerage software niche with overlapping customer base.

Broad incumbents

• Applied Systems: North American leader in insurance brokerage and agency management systems. Comparable to Custy as a specialist broker software vendor, though at significantly larger scale and broader geographic footprint.
• Duck Creek Technologies: Global SaaS insurance core systems provider for P&C and life insurers. Comparable to Custy on insurance vertical SaaS, though focused on carriers rather than brokers and at a much larger scale.
• Guidewire Software: Global insurance core platform serving P&C and life insurers with policy, underwriting, claims and billing. Comparable to Custy as an insurance core systems SaaS, though targeting carriers and large mutuals rather than brokers.
• EIS Group: Insurance core systems platform for life, P&C and health insurers. Comparable to Custy on life insurance product management (Corelo/Life) but at significantly larger scale and broader scope.
• Vertafore: US insurance distribution software provider offering agency management and broker workflow tools. Comparable to Custy as a broker-focused insurance software specialist, though US-centric and at larger scale.

Emerging players

• Alchemy: Insurance broker software vendor targeting UK and European brokers with workflow, compliance and document tools. Comparable to Custy as a regional broker software specialist with similar regulatory/compliance positioning.

Regional players

• Softway Medical / Dhimyotis: French vertical SaaS vendor focused on document management and regulatory compliance workflows for regulated industries. Comparable to Custy on the GED/compliance component and the French mid-market customer profile.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/custy

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Custy