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Insurance Brokers And Agencies Management in France

What professionals in this field deal with in France, from official sources, and a program built for the profession that keeps your records on your own computer.

From $5 a month (about 4.45 EUR)

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Official systems and rules for this profession in France

Bawabetna summaries of official publications, each linked to its source. The official text prevails. These systems are run by the authorities: you use them directly, and the program keeps your own records organised alongside them.

Registration with ORIAS

ORIAS keeps the official register of insurance, banking and finance intermediaries, under the supervision of the Directorate General of the Treasury. Registration of these intermediaries on the register is mandatory, and anyone can check on the ORIAS website that an intermediary is authorised to distribute insurance, banking or financial products.

ORIAS, official register of intermediaries · Official source

What the program does

  • Working screens: Client, Insurer, Policy, Renewal, Quote, Endorsement, Insurance claim, Commission receipt, Document, Service, Invoice, Payment, Refund.
  • Home page alerts: Policies expiring (60 days), Renewals in progress, Open claims, Quotes awaited from insurers.
  • Reports: Premium by line, Commission expected and received by insurer, Renewals by status, Claims by status, Revenue by month, Revenue by service and more.
  • Printing: Print invoice, Print the quote comparison.
  • Roles with their own permissions: Broker owner, Account executive, Claims officer, Accountant, Manager.

Full program details

Common to every Bawabetna program

  • Your records stay encrypted on your own devices
  • Works without internet
  • 16 languages, printing and backups
  • Import from your previous software
  • Clients control their own consent

Business rules in France included in your program

VAT: rates

Standard VAT rate: 20%. Reduced rates reported by the country to the European Commission's Taxes in Europe Database (TEDB): 10%, 13%, 8.5%, 5.5%, 2.1%, 1.05%, 0.9%. Rates TEDB lists for the category 'pharmaceutical products': 10%, 5.5%, 2.1%. Some rates apply only to certain regions or categories; check the category of your goods or services in TEDB. Reference: European Commission, Taxes in Europe Database (situation on 6 October 2026).

Official source

Other professions in France

Insurance Brokers And Agencies Management in other countries

Bawabetna in France