Collaborative, Cloud and Mobile Brokerage Management Solution
Created with brokers for brokers
Get a global view of all your data
Quickly find your customer and contract files thanks to the search bar.
Import your data by simple copy and paste
View all the information related to a customer, a contract or a claim on a full-page form in a simple and visual way, with fields and colours that make it easy to read at a glance.
Adapt the structure of your files in a few seconds, without any development knowledge.
Your data are interconnected and allow for example to access contracts from the customer master record in one click, and vice versa.
Easily create your templates and contract types and keep track of all the information that is important to you.
Link your contracts to customers, claims, collections and business contributors
Track the status of a claim, the relationship with the insured, the insurance company and the adjusters.
Organize your appointments, deadlines, reminders, phone calls and other tasks using the Spreadsheet, Kanban, Calendar or Timeline views.
The kanban view allows you to manage your entire business visually and in teams.
By simply dragging and dropping the map from one column to another, you can change the status of a task, its assignment or level of importance.
TimeTonic automatically keeps a history of all changes. So you know who changed what value (name, date, status, amount, etc.) and when, for total traceability.
Don't lose any more information, they are all kept in this field.
Find for the first time all your documents with their context (e.g. customer information or contract details).
Whatever their format, drag and drop your files from your computer, email, or copy a link to an online document (cloud services such as Dropbox and Google Drive or a simple URL) and it will be available directly in TimeTonic.
A global view of all your collection data, linked to your contracts and customers
Import and export directly to Excel by simple copy and paste
TimeTonic is an incredibly fluid and intuitive solution allowing us to manage all our customer data, documents, contracts.
With access rights adapted to each member of the team, its mobile application, its API, it is a complete solution that totally corresponds to our needs.
TimeTonic is the software that our company has chosen since the beginning of 2019! And we don't regret our choice! Efficient! Powerful! TimeTonic is a tailor-made ally that allows us to manage efficiently!
Available, reachable, pedagogical: we have no problem reaching employees and learning to master this management tool thanks to them.
Our company would like to give a special thanks to Nancy B. and Clément R.: two employees really at the top!
Reactive! Available! Listening! Sincerely we are very satisfied! TimeTonic is evolving and what it doesn't do today, it does tomorrow! We will not fail to recommend you as soon as the opportunity arises.
ASQUA BTP has designed and developed, within TimeTonic, a new modern, collaborative, SaaS claims management solution, including EDM and email with fine rights management by user type, process automation, document generation, notifications, correspondence and activity management, and offering an unparalleled level of flexibility and customization.
We migrated 30 years of business expertise, 20 years of data and several years of software development to TimeTonic in just a few months, and were able to create shared management spaces with our major customers, demonstrating the flexibility and power of TimeTonic.
The management of incoming and outgoing emails in TimeTonic, with the use of templates, allows us to save a lot of time on a daily basis.
Thanks to TimeTonic's incredible flexibility, ASQUA BTP has the complete keys to its application and can therefore, with a great deal of autonomy and without any programming, continue to evolve its management solution to meet any new need.
Faced with a growing number of clients and our desire to optimise the management time of our employees (management of prospects, offers, contracts, clients, horses, vehicles, documents, issuing deadlines, claims management) we looked for a tool to manage our client database.
So we went around the market. There are many solutions for players such as us but none fully met our expectations (too expensive, no flexibility, accessible only on PCs...).
Backing up our data is also an important issue for us in the face of the various regulations implemented in our sector of activity.
The major interest is to be able to obtain quick solutions to our requests that we could not have with other tools that are too formatted and not adaptive. We needed help for the integration of some data which our partner TimeTonic was able to answer quickly.
We are also pleased with the training our team received to learn about this very intuitive tool.
We are loan insurance brokers, specialists in substandard risks. Our vocation is to find solutions for our clients who encounter difficulties in finding loan insurance (medical history, risky professions or sports...). When we created our company a year and a half ago, we were looking for a tool capable of responding to our concern for quality customer service and our management imperatives (deadlines to be met, advance notice to be respected...).
TimeTonic appeared to be complete, 100% customizable and flexible. With the help of Jean-Michel Durocher and his team, the tool has been shaped according to our needs and our way of working. It was then adapted to meet the new needs that emerged during our development. Management of files, deadlines, cancellations, cash flow ... with TimeTonic the follow-up of our clients is complete and can be consulted by each of us, this allows continuity in our actions and in the service we provide to our clients.
Today TimeTonic gives us a global vision of our current, past and future activities. We can measure our progress, define development axes, to continue our evolution.
As an insurance broker for more than 3 years, we have already tested "business" software that did not completely meet our expectations. Indeed, due to the diversity of the products we offer and the evolution of our profession, we needed a flexible solution that evolves with our business. That's when we discovered TimeTonic. Unlike other solutions, TimeTonic adapts to our needs and processes very easily and without IT skills.
It allows us to manage prospects, customers, production and claims in a single tool and with a very high degree of flexibility.
TimeTonic is an innovative solution that I highly recommend to my colleagues!
TimeTonic is a very interesting and flexible solution that easily adapts to the way we work. It allows us to manage our customer portfolio, to list the contracts subscribed by our customers, to manage claims ...
It is used as a GED (to digitize and preserve our customers' documents), allows us to make selections and sorts to know the commercial actions to be launched.
It allows to put reminders on actions to be carried out in management as well as in sales.
This solution is clear, colourful and easy to use and has enormous possibilities.
Insurance broker for 10 years, we had two other CRMs before we found Timetonic.
The important thing to remember is that the TimeTonic tool is multifunctional, it has been adapted to our activity (and not the other way around), it integrates our client files in the same way as our process already in place within the firm, very complete, quick to modify, it accompanies us on a daily basis for file follow-up, claims management, production data entry and reminders.
Our firm has been in existence for three generations and has always been able to adapt to changes in order to guarantee the best service to our policyholders. Our clients are loyal to us because we know them and accompany them at each new stage of their lives. Our activities have diversified over time, and we needed a flexible but powerful solution that could evolve with us.
Extremely easy access to documents, an absolutely prodigious time saving.
Insert new fields in seconds (dates, texts, numbers, choices, chat rooms, attachments, formulas...).
Color and format your cells as you wish.
Automate your premium and commission calculations with our easy-to-use formulas.
Use your amounts, dates, duration and text.
Nothing is fixed in TimeTonic, move your columns, create an infinite number of filters, duplicate your workspace.
Share your notebooks in collaborative mode or manage the rights of your members.
Thanks to instant messaging, which allows chatting and sending notifications and sms, collaborators share ideas and documents in real time.
TimeTonic is not a piece of software like any other that locks you in a straitjacket. Customize TimeTonic yourself to infinity by adding fields, tables, forms, filters, views, by creating your document templates, by creating your automation, validation or mailing workflows, by interfacing with more than 1500 applications and your website, by creating spaces for your customers, without any programming.
Easily administer member rights: depending on the rights assigned, you can modify the structure, create content or simply read it.
TimeTonic adapts to the way you work
Simplify your management and empower your organization!