📈
Commercial performance
Acquisition, retention, cross-selling, revenue growth, and external growth.
★ assurdeal tools
Les étoiles du courtage: initiatives that move the profession forward
Inspired by the Les étoiles du courtage contest, this showcase highlights initiatives by insurance brokers and providers serving brokers: concrete actions that improve commercial performance, customer experience, compliance, digitalization, and the transformation of local intermediation.
★ Broker initiatives
★ Provider solutions
★ Free listing
★ Contest spirit
Why this page
Showcasing local brokerage expertise
Insurance brokerage is full of ideas: new client journeys, exemplary compliance approaches, business tools, and reinvented distribution models. Too often, these broker initiatives remain invisible. Following the Les étoiles du courtage event, assurdeal is opening a permanent space to list them, promote them, and inspire the whole profession.
5 initiative families
Which initiative for which challenge?
Listed initiatives are classified according to the main performance levers for insurance brokers.
⭐
Customer experience
Digital journeys, satisfaction, local relationships, support, and service quality.
🛡️
Compliance & regulation
IDD, AML-CFT, telephone canvassing, GDPR, product governance, and duty to advise.
💻
Digitalization & tools
CRM, extranets, comparators, automation, AI, and process dematerialization.
🔄
Transformation & organization
Firm reorganization, recruitment, training, management, and new distribution models.
🌱
Responsible broker (CSR)
Social commitment, sustainable finance, inclusion, and ethical approaches serving clients.
The showcase
Featured initiatives
A selection of initiatives and solutions serving brokers. Filter by challenge to find inspiration.
Broker-dedicated CRM & client portal
Type: provider solution
Business software that centralizes contracts, reminders, and compliance to streamline the firm’s daily work.
Similar initiative? List it →Guided firm compliance process
Type: provider solution
A step-by-step journey covering IDD, AML-CFT, and duty to advise to secure the broker’s liability.
Similar initiative? List it →100% digital subscription journey
Type: broker initiative
A firm reinvents remote client onboarding while preserving human local advice.
Similar initiative? List it →Structured external growth strategy
Type: broker initiative
Acquisition and integration of portfolios to accelerate growth without diluting service quality.
Similar initiative? List it →From traditional model to hybrid model
Type: broker initiative
Team reorganization and skills development to combine digital capabilities with local presence.
Similar initiative? List it →Recruitment & employer brand
Type: provider solution
Tools to attract, select, and retain local insurance talent.
Similar initiative? List it →★ Join the movement
Your initiative deserves to be featured in Les étoiles du courtage
Broker, network, association, or provider: share your initiative with the entire insurance broker community.
List my initiativeList your initiative
Your answers feed the Les étoiles du courtage showcase after review by assurdeal.
FAQ
Frequently asked questions
It is a concrete initiative led by an insurance broker or by a provider serving brokers, improving commercial performance, customer experience, compliance, digitalization, or business transformation.
Any broker, network, professional association, or provider (software publisher, training organization, consulting firm) offering an initiative useful to local brokers.
Yes. Referencing is free. Each listing is reviewed by our team before publication in the showcase.
This page follows the spirit of the Les étoiles du courtage contest, which rewards initiatives from local insurance intermediation. It extends that mission throughout the year.
Continue with assurdeal tools
Other broker tools
Probability of finding a portfolio
The reality of the transfer market in your region.
How much should I receive?
Estimate your future income after acquisition.
How much should I invest?
The amount to invest for a target income.
Cost of a purchase
Fees, expenses, and duties for an acquisition.
How to choose a Network?
The network best suited to your profile.
I sell, I buy a portfolio
The guide to transfers between brokers.