What Previi does

Previi is a France-based insurance brokerage firm headquartered in Bordeaux and organized as a SAS (Société par Actions Simplifiée) with a €1,000 share capital, founded to deliver social protection and remuneration optimization advisory to entrepreneurs and business leaders. The firm is co-directed by Régis Serazin and Julien Pedrono, holds ORIAS registration (#16005431), and operates under ACPR supervision in compliance with Article L521-2 II 1° b. of the French Insurance Code. Its portfolio spans six core product lines: Prévoyance (income protection), Mutuelle/Santé (health), RC Pro (professional liability), Retraite (retirement), Épargne (savings), and Épargne salariale (employee savings). Previi targets distinct entrepreneur personas — developers, coaches/consultants, healthcare professionals, and artisans/merchants — and delivers tailored coverage bundles to each.

Previi does not develop proprietary insurance products; instead, it acts as an intermediary broker sourcing coverage from a network of 56 insurance partners (assureurs partenaires) to enable multi-carrier comparison and personalized recommendations. The underlying technology is described as a digital advisory platform with dematerialized document handling that streamlines insurance management, but no AI/ML, API, SDK, or proprietary model capability is disclosed. Customer-facing operations remain appointment-based and consultative, supported by content on the corporate website, testimonials, and direct contact channels.

The business model is commission-based: advisory services are provided free of charge to customers, and Previi is compensated directly by partner insurers when policies are placed, aligning the firm with finding optimal rather than upsold coverage. Go-to-market is sales-led and consultative, relying on direct appointments scheduled via the website contact form, phone (05 56 23 27 89), and email ([email protected]). The firm operates from a single Bordeaux office (23 Parvis des Chartrons, Étage 5, 33000 Bordeaux) and serves clients primarily in Nouvelle-Aquitaine with no disclosed international footprint, external funding, M&A activity, or institutional ownership.

Name

Previi

Legal name

PREVII

Website

https://previi.fr

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

1–10 employees

Short description

Previi is a Bordeaux-based insurance brokerage firm that provides social protection consulting and remuneration optimization services for entrepreneurs and business leaders across France, offering six product lines through a network of 56 insurance partners on a commission-based model.

Ownership category

akta.pro rank

Headquarters

HQ city

Bordeaux

HQ country

France

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Insurance Partner Commissions: Previi operates as an insurance broker earning commissions from its 56 insurance partners. Services are free for customers; the company is compensated directly by insurance providers when policies are placed. This commission-based model aligns Previi's incentives with finding optimal solutions for clients rather than pushing unnecessary products.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels3 records

Core offering

Previi is a French insurance brokerage firm that advises entrepreneurs, independent professionals, and small business owners on selecting and optimizing social protection coverage across six pillars: Prévoyance, Mutuelle/Santé, RC Pro, Retraite, Épargne, and Épargne salariale. The firm compares offerings from 56 insurance partner carriers and places policies on behalf of clients. Advisory services are free to customers, with Previi compensated through partner commissions, and the offering includes ongoing annual policy reviews.

Product overview

Previi is an insurance brokerage firm offering a comprehensive suite of six social protection products for entrepreneurs and their employees: Prévoyance (income protection), Mutuelle (health insurance), RC Pro (professional liability), Retraite (retirement planning), Épargne (general savings), and Épargne salariale (employee savings). The company works with 56 insurance partner insurers to identify optimal solutions at competitive pricing, positioning itself as a broker rather than a product developer. Services are provided free to clients, with partner insurers compensating Previi, and include personalized advisory for optimizing remuneration and social protection.

Differentiator

Problem solved

Functional benefit

Products and services

• Prévoyance (Income Protection)

Quantifiable outcome

• 56 insurance partners for optimal policy selection

Named customers7 records

Segments5 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• 56 Insurance Partners (Assureurs Partenaires)coreChannel Partner/ Reseller/ DistributorPrevii has established relationships with 56 insurance companies (assureurs partenaires) who compensate the company for placing customer policies. This extensive partner network allows Previi to offer diverse coverage options and competitive pricing by comparing solutions across multiple providers.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Magnolia: Online French insurance broker providing mutuelle, prévoyance, and loan insurance comparison with partner insurer network. Comparable to Previi in operating a multi-carrier brokerage model targeting individual and small-business customers in France.
• LeLynx.fr: French insurance aggregator/broker helping consumers compare mutuelle, prévoyance, and other personal insurance products across many carriers. Comparable to Previi in being an intermediary across multiple insurers serving individual and small business customers in France.
• Meilleurtaux: Well-established French brokerage and comparator for insurance, mortgage, and credit products operating on a commission model with multi-carrier access. Comparable to Previi as a fee-free-to-customer, multi-carrier broker serving French consumers and independents.
• Courtage Conseil & Courtage.fr / French independent-broker associations: Direct peers: small French insurance brokerages serving independents and SMBs through commission-based advisory across prévoyance, mutuelle, RC Pro, and retraite lines, comparable in business model and target customer to Previi.

Broad incumbents

• Solly Azar: Established French insurance broker for individuals and independents covering santé, prévoyance, and other personal lines through a partner insurer network. Comparable to Previi in product scope and target customer, though Solly Azar is a national-scale incumbent rather than a regional advisory firm.
• Alan: French health insurance carrier (and increasingly broader benefits provider) selling direct to companies and independents with a strong digital product. Comparable to Previi's mutuelle and prévoyance offerings as a participant in the same French entrepreneur/social protection market, though as a carrier rather than a multi-carrier broker.
• April: Large French insurance broker with a multi-product, multi-carrier wholesale and advisory model serving individuals and professionals. Comparable to Previi as a French insurance intermediary offering prévoyance, santé, RC Pro, and retirement/savings lines, but at much greater scale and breadth.

Emerging players

• Wesur (Assur'People): French insurance broker focused on independents and small business owners offering mutuelle and prévoyance via a network of partner carriers. Comparable to Previi in targeting entrepreneur segments with multi-carrier advisory, though Wesur leans more digital/self-service.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/previi

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

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 Previi