GeoProd : The complete CRM-BPM solution

The robust and modular CRM-BPM solution for insurance, brokers and banks

Optimize your customer management with GeoProd, the powerful CRM-BPM solution that allows you to design, analyze, and automate your processes without development.
Benefit from the combination of collaborative CRM performance and BPM agility for easy configuration and maximum flexibility.

Covering all aspects :
from customer management, prospecting to accounting!

GeoProd is the ultimate CRM-BPM solution for insurance companies.

With a comprehensive and integrated offering, GeoProd stands out as the only solution in the market.

GeoProd sets itself apart with its innovative approach by offering over 50 modules covering the entire functional scope of insurance distribution and contract management. With a complete and flexible offering, our CRM-BPM solution meets all your customer management needs for insurance companies.

Tool Unification

    • CRM Insurance.
    • B2B CRM
    • Several workflows.
    • Email / Mail log / SMS / Telephony / Video
    • Reporting / BI.
    • ECM.


    • Multiple contact lines ( life and non-life )
    • Premium calculation engine.
    • Unique SMART comparator on the market.
    • Integrated Multichannel Enrollment process with CRM and vendor-independent.


  • Automated email, mail, SMS dispatch.
  • Termination path.
  • Litigation chain
  • Level 2 advisory rights.


  • Process change without development.
  • Adding products including pricing and document generation without development.
  • Adding services, roles, product lines without development.
  • Adding commission scales without development.

GeoProd : More than just a CRM, an all-in-one solution for your organization.



of repetitive tasks


BPM: Adaptive Workflow

Creation of automated
workflows tailored to each role


Expertise in brokerage
and insurance

Designed for organizations
of all sizes in the insurance industry



Actionable data,
reporting and dashboards


Universal rating engine

Customized simulations
based on needs and budget


Access to public

Search and sharing of all types of files
among collaborators


360° Vision

Centralization of your contacts
History and traceability

Maximize your productivity with process automation:

discover the benefits for your business:

GeoProd GeoProd

Optimize your time

Improve productivity with automation: Save time and resources.



Less development

Transform your business with an extremely adaptable solution: Discover the benefits of CODELESS.



Guaranteed compliance

Ensure compliance for your business with GeoProd: The BPM solution to ensure adherence to procedures.



Optimize processing time

Improve customer satisfaction with automation: reduce response times.



Minimized errors with our technology

Optimize your productivity with GeoProd's robots: easily manage repetitive tasks and high-volume data entry.









Research & Development,
in partnership with


Compliance & Security


As a Manager, Geoprod Insurance allows me to communicate and track my teams with unmatched precision.Thanks to the dashboard, I have a complete overview of the activity, whether it's by day, week, month, year, etc.
When we use leads, they arrive in real-time, allowing me to be much more responsive. The dispatching of opportunities is done automatically according to an initial configuration, resulting in better organization of sources and optimal processing of prospect stocks.Geoprod insurance integrates a rating engine that allows us to offer the most suitable solution to our clients in record time, enabling them to subscribe online with electronic signatures or receive a quote by email or mail. The instant result tracking ensures ease of analysis and efficiency in my decision-making at any time.

Charlotte O.Remote Sales Manager

From the Geoprod Insurance Management Platform, I have a clear view of the case I am handling. I can see the actions or modifications that have been made by the advisor or another management or accounting agent. I can also create "tickets" in real-time, enabling dynamic interaction between all departments.
All exchanges are logged, allowing me to analyze the client's request more effectively. Among other conveniences, the secure payment interface, accessible directly from the case, allows me to rectify outstanding payments directly and stay connected with my client online.

Chloé F.Management Supervisor

If I were to compare the evolution in my role as a sales director between working with a product like Geoprod insurance or not, I would use the example of a salesperson with or without a smartphone.
Geoprod insurance provides me with a comprehensive view of all the provided opportunities, real-time conversion rates, and the resulting revenue. The analysis of statistical data allows me to see where we are performing well and why, whether it's by salesperson, campaign, specific period, customer segment, or other factors. These detailed reports have become essential for informed decision-making. With Geoprod insurance, I know what works, why it works, and where and with whom it works effectively. This enables me to adjust my business model and optimize my results.

Frederic I.Sales Director

Geoprod Insurance has completely transformed my way of working. No longer do I need paper-based rate calculators for each insurance company. The integrated pricing tool and comparator allow me to offer the most accurate offer to my prospects. This is a significant time-saving with the assurance that my advisory work is well done.
Geoprod insurance provides invaluable support in terms of client follow-up, ease of follow-ups, and geolocation of other prospects around my appointments. The after-sales service is handled by our management teams, and I can see the progress of a case at any time and respond to my clients in real-time. With Geoprod insurance, my revenue has significantly increased. There was a before and an after Geoprod. Geoprod insurance has been designed for use both from my home and when meeting clients, without losing any benefits.

Jacques L.Field Sales Representative

As a Remote Sales Representative, I acknowledge that Geoprod insurance has completely transformed my approach to remote sales, providing me with a level of comfort and precision that I had never experienced before.
Thanks to Geoprod insurance, my opportunities are better managed and utilized, and my telephone calls, emails, etc. are automatically linked to my records, making my approach much more professional
Moreover, an intelligent agenda automatically manages my reminders and alerts, constantly offering me the best choice of action through advanced algorithms. Géoprod insurance also integrates highly efficient comparison and pricing tools, enabling me to be faster and more effective in selecting the solution offered to my prospects.
The transition to membership is seamless with secure electronic signature, compliant with regulations... which also allows me to efficiently offer automated setup and follow-up of cancellation letters. With Geoprod insurance, duplicate entries are a thing of the past... communication with other departments is instantaneous, and the automated processing history ensures that all requests are logged and addressed, thereby satisfying our clients. With Geoprod insurance, I am much more efficient, I manage my time better, which explains the impressive increase in my revenue.

Sabine L.Distance Sales Representative