Insurance brokerage group with SaaS platform and tech-enabled distribution
Kereis is a French insurance brokerage group operating across individual protection (prévoyance), health, and direct distribution channels, supported by an in-house SaaS platform. The tech stack reveals a traditional enterprise finance foundation (Sage 1000, SAS, Business Objects) paired with modern cloud (AWS, Azure) and CRM tooling (Zoho), but hiring patterns show engineering and finance resources narrowly focused: active CRM and back-office modernization efforts (new back-office system, CRM integration with ERP, electronic invoicing platform) are competing with legacy accounting and treasury optimization work, suggesting organizational strain around simultaneous legacy system overhaul and compliance migration.
Notable leadership hires: CRM Lead, Tech Lead
Kereis is a specialized insurance brokerage group headquartered in Paris serving mid-market clients across individual protection, health insurance, and direct distribution channels. The group operates multiple business units: a managed brokerage service, wholesale brokerage, direct distribution, and a technology division offering SaaS solutions and platforms to partners. With 1,001–5,000 employees based in France, the company manages a complex operational footprint spanning policy administration, claims management, client CRM, and financial management across multiple distribution channels.
Kereis runs Sage 1000 for accounting, SAS and Business Objects for analytics, Qlik Sense and Power BI for reporting, Zoho CRM for client management, and AWS/Azure cloud infrastructure. SQL, Python, and JavaScript support custom development.
Current focus includes back-office system modernization, CRM roadmap and integrations with ERP, electronic invoicing platform implementation, NPS tracking setup, and accounting process optimization for the direct brokerage unit.
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