Tesis

What Tesis does

Tesis is the cloud-based ERP product offered by Spanish insurance-technology group Codeoscopic, purpose-built for insurance brokerages (corredurías de seguros) operating in Spain. The platform, branded Tesis Broker Manager, centralizes policy management, client records, regulatory reporting, and customer communications for insurance intermediaries, and its defining capability is deep, pre-built connectivity to 85+ Spanish insurance carriers (aseguradoras) including tier-one names such as Mapfre, Mutua Madrileña, AXA España, Allianz España, Generali, Adeslas, Sanitas, and Catalana Occidente. The platform is also integrated with the Spanish industry's CIMA and EIAC regulatory information and communication standards, enabling compliance-ready data exchange. Operationally, the platform reports daily throughput of more than 3,500 files, 32,000 records, 1,500 automated tasks, and 65,000 outbound emails and SMS messages, and Tesis positions itself as the #1 ERP in the Spanish brokerage market based on self-reported customer ratings.

The technology stack centers on Tesis as the core ERP, surrounded by a portfolio of complementary Workspace modules under the Codeoscopic Group: Avant2 (CRM combined with a multi-carrier quoter for sales), Versus (segmented market analysis and monitoring), Bcover (risk analysis and management for commercial clients), Integra (cross-product connectivity within Workspace), and Coverize. The architecture follows a platform-plus-modules model, sold to mid-market insurance brokerages via a sales-assisted, consultative motion — pricing is not publicly disclosed, all CTAs route through Spanish-language "Contáctanos" (Contact Us) forms, and the company runs a structured four-step migration program to convert brokerages from competing ERP platforms. Tesis is part of the Codeoscopic Group, which is privately held, Spain-domiciled, and has not disclosed external funding rounds.

Tesis generates revenue through subscription fees on an annual billing cadence for access to Tesis Broker Manager and its integration ecosystem, with all sales conducted through a direct, sales-led engagement rather than self-serve or reseller channels. The company does not disclose pricing, revenue, customer count, or headcount, but operates with 11–50 employees out of Madrid, Spain, and serves exclusively the Spanish domestic insurance brokerage vertical. Marketing is conducted through Codeoscopic's owned digital properties (corporate website, blog, email newsletter, RSS feed) and organic social channels (LinkedIn, X/Twitter, Instagram, YouTube), with a content-driven, top-of-funnel orientation toward Spanish insurance professionals.

Name

Tesis

Legal name

Tesis

Website

https://tesis.io

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

11–50 employees

Short description

Tesis is the cloud-based ERP platform of Spanish insurance-technology group Codeoscopic, purpose-built for insurance brokerages in Spain and offering pre-built connectivity to 85+ Spanish insurance carriers plus CIMA and EIAC regulatory standards. It generates revenue through annual subscriptions sold via a direct, sales-assisted motion to mid-market brokerages.

Ownership category

akta.pro rank

Headquarters

HQ city

Madrid

HQ country

Spain

HQ region

Europe

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. ERP Software Subscription: Tesis operates as a cloud-based ERP platform for insurance brokerages, charging subscription fees for access to the Tesis Broker Manager platform, including insurance carrier connectivity, document processing, and workflow automation capabilities. Pricing is not publicly disclosed and requires direct contact.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels7 records

Core offering

Tesis provides Tesis Broker Manager, a cloud-based ERP platform purpose-built for insurance brokerages (corredurías de seguros) in Spain. The platform centralizes policy management, integrates with 85+ insurance carriers via CIMA/EIAC standards, and automates high-volume document, record, and communications processing. It is sold as a subscription service with a structured four-step migration program for brokerages switching from competing ERPs.

Product overview

Tesis (Codeoscopic) offers a platform-plus-modules architecture centered on Tesis as the core ERP for insurance brokerages. The main Tesis ERP (Tesis Broker Manager) handles daily operations with connectivity to 85+ insurance companies. Additional modules include Avant2 (CRM with multi-tariff comparison), Versus (market analysis and monitoring), Bcover (business risk management), and Integra (connectivity between Workspace products). The suite is designed specifically for insurance brokers and agents, offering both individual modules and integrated functionality.

Differentiator

Problem solved

Functional benefit

Brands

• Tesis Broker Manager: ERP created by insurance brokers, developed for insurance brokers. The number 1 market ERP with the best rating among brokers and agents.

Products and services

• Tesis Broker Manager Cloud-based ERP purpose-built for insurance brokerages in Spain, providing centralized policy and client management, connectivity to 85+ insurance carriers (aseguradoras), and automated processing of 3,500+ files, 32,000+ records, 1,500+ tasks, and 65,000+ email/SMS communications daily. Includes compliance with CIMA and EIAC standards. Positioned as the #1 ERP for corredores de seguros in Spain.
• Avant2 CRM combined with a multi-carrier quoter (multitarificador) application for insurance sales, positioned as the leading application for insurance product sales by brokers.
• Versus Market analysis tool providing segmented analysis, data monitoring, and comparison capabilities for insurance brokers evaluating market opportunities.
• Bcover Tool that simplifies and automates risk analysis and management for the business clients (commercial accounts) of insurance brokers.
• Integra Connectivity solution providing integration with Workspace products, enabling interoperability and data exchange among the Codeoscopic product suite used by insurance brokers.

Quantifiable outcome

• Processes over 3,500 files per day across the platform
• +4 more outcomes

Segments1 record

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

18 partnerships are on record, tiered core.

• Adeslas (SegurCaixa Adeslas)coreTechnology or IntegrationSegurCaixa Adeslas is one of the largest health and general insurance providers in Spain. Tesis is integrated with SegurCaixa Adeslas, enabling insurance brokers using Tesis to access real-time policy data, quotes, and issuance workflows directly within the ERP platform.
• Aegon SeguroscoreTechnology or IntegrationAegon is a multinational life insurance and pensions company operating in Spain. Tesis is integrated with Aegon, providing brokers with direct access to Aegon insurance products and data exchange within the Tesis platform.
• AsisacoreTechnology or IntegrationAsisa is a major Spanish health insurance provider. Tesis maintains an active integration with Asisa, enabling broker access to Asisa health insurance products and policy management within the ERP.
• Caser SeguroscoreTechnology or IntegrationCaser is a Spanish multi-line insurance company. Tesis is integrated with Caser, providing direct carrier connectivity for brokers managing Caser policies.
• Generali EspañacoreTechnology or IntegrationGenerali is one of the largest global insurance groups, with significant operations in Spain. Tesis integrates with Generali España, enabling brokers to access Generali products through the Tesis platform.
• Mutua MadrileñacoreTechnology or IntegrationMutua Madrileña is a leading Spanish insurance company specializing in auto, health, and life insurance. Tesis is integrated with Mutua Madrileña for real-time policy and quote access for insurance brokers.
• MapfrecoreTechnology or IntegrationMapfre is Spain's largest insurance company and a major international insurer. Tesis is integrated with Mapfre, providing brokers using Tesis with connectivity to Mapfre's full range of insurance products.
• AXA EspañacoreTechnology or IntegrationAXA is a global insurance giant with substantial Spanish market presence. Tesis integrates with AXA España, enabling broker access to AXA insurance products and data within the ERP platform.
• Allianz EspañacoreTechnology or IntegrationAllianz is a global insurance group operating across multiple lines in Spain. Tesis is integrated with Allianz España, providing broker connectivity to Allianz products within the platform.
• Zurich EspañacoreTechnology or IntegrationZurich is a global insurance provider with operations in Spain. Tesis is integrated with Zurich España, enabling brokers to access Zurich products and data exchange through the ERP.
• SantaluciacoreTechnology or IntegrationSantalucia is a Spanish insurance company. Tesis is integrated with Santalucia, enabling broker access to Santalucia insurance products and policy management.
• Catalana OccidentecoreTechnology or IntegrationCatalana Occidente is a major Spanish insurance group. Tesis integrates with Catalana Occidente, providing connectivity for brokers managing Catalana Occidente policies.
• SanitascoreTechnology or IntegrationSanitas is a leading Spanish health insurance provider (part of the Bupa group). Tesis is integrated with Sanitas, enabling brokers to manage Sanitas health insurance policies within the ERP.
• Linea Directa AseguradoracoreTechnology or IntegrationLinea Directa is a Spanish direct insurance company. Tesis integrates with Linea Directa, enabling brokers to access and manage Linea Directa insurance products through the platform.
• Occident (Grupo Catalana Occidente)coreTechnology or IntegrationOccident is a brand within the Grupo Catalana Occidente. Tesis integrates with Occident, providing broker access to the insurer's product portfolio.
• Plus Ultra SeguroscoreTechnology or IntegrationPlus Ultra Seguros is a Spanish insurance company. Tesis is integrated with Plus Ultra, enabling broker connectivity to this carrier within the ERP platform.
• CIMAcoreTechnology or IntegrationCIMA (Centro de Investigación y Método Analítico / or relevant Spanish insurance standard body) is referenced as a standard with which Tesis is integrated, ensuring regulatory compliance and standardized data exchange for insurance brokers operating in Spain.
• EIACcoreTechnology or IntegrationEIAC (Estándares de Información y Análisis de Colectivos or relevant Spanish insurance communication standard) is cited as a standard integrated into Tesis, ensuring that the platform complies with Spanish insurance industry data exchange and reporting standards.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Duck Creek Technologies: US insurance core systems vendor offering policy, billing, and claims SaaS to P&C insurers. Relevant comparable to Tesis in cloud-delivered insurance software economics and target customer overlap with the broader insurance distribution value chain.
• Guidewire Software: US-listed core systems vendor for P&C insurers, providing policy, billing, and claims platforms. Adjacent to Tesis in the insurance software stack — Tesis serves the broker/distribution layer while Guidewire serves the carrier layer — making it a relevant adjacent comparable for technology and market dynamics.
• Vertafore: US market leader in insurance agency management systems (AMS) and carrier connectivity platforms serving independent agents and brokers. Comparable to Tesis as a broker-facing management software vendor with broad carrier-integration depth, though operating at much larger US scale.
• Insurity: US insurance software provider offering policy administration, claims, and analytics platforms to P&C insurers. Comparable to Tesis in serving insurance distribution and operations with configurable software, though with a broader insurer-centric portfolio.
• Applied Systems: US-headquartered insurance technology platform serving agencies, brokerages, and MGAs with management systems and carrier connectivity. Comparable to Tesis in core product category (broker/agency ERP) and integration strategy, but at significantly larger US-centric scale.

Direct peers

• Prima Solutions: France-based insurance software provider delivering policy administration, distribution, and digital portal solutions to insurers and brokers across Europe. Comparable to Tesis as a European vertical SaaS serving insurance distribution.
• RGI Group: Italian/European insurance software vendor offering core systems and digital platforms to insurers and intermediaries. Comparable to Tesis as a European-headquartered vertical software provider serving the insurance distribution value chain.
• SSP (Software Strategy Partnership): UK provider of broker management systems for insurance intermediaries (broker accounting, policy admin, claims, and compliance). Closely comparable to Tesis in serving the insurance broker ERP category with similar functionality and target customer profile.
• Acturis: UK-headquartered insurance broker platform providing policy administration, broker accounting, and carrier connectivity for commercial and specialty brokerages. Directly comparable to Tesis as a vertical SaaS ERP for insurance intermediaries with deep carrier integrations.

Others

• Codeoscopic Group: Parent group of Tesis and operator of complementary Workspace products (Avant2 multi-tariff CRM, Versus market analysis, Bcover risk analysis, Integra connectivity). Directly comparable as a sibling product suite targeting the same broker customer base with adjacent functionality.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/tesissoluciones
• YouTubeyoutube.com/@codeoscopicgroup
• LinkedInlinkedin.com/company/codeoscopic
• Instagraminstagram.com/explore/tags/codeoscopic

Revenue estimate

Valuation estimate

Number of profiles

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 Tesis