DutyAdvisor, built by an insurance intermediary—for insurance intermediaries.
DutyAdvisor
Drive performance.
Ensure compliance
A simple, user-friendly tool that supports intermediaries—so they can bring out their best.
DutuAdvisor is designed for intermediaries to structure advice, to smooth out interactions, and to raise the quality of every meeting and follow-up. With its intuitive interface, smart data-rules, and advisor-first logic, DutyAdvisor helps you work faster, with more confidence and consistency.
Curious to learn more? Let’s talk !Our mission: To transform the client relationship in insurance through clarity, simplicity, and compliance.
Why DutyAdvisor?
- Created by professionals from the field
- The Augmented Client view—personal, family, business…
- Smooth, intuitive experience for all users
- Smart rules engines that guide each recommendation
- Auto-generated reports with full traceability at every interaction
Our Story
Born from the field. Built for the real world.
DutyAdvisor is the brainchild of Stéphane Margand, a seasoned insurance intermediary with over 30 years in the industry. As a multi-agency leader, he knows the challenges firsthand—compliance pressure, client expectations, and the demands of daily operations.
His goal: give intermediaries the right tools to highlight their value and expertise—with a solution that’s simple, useful, and made for action.
Our Team
A startup like no other
oining Stéphane is Philippe Greco, an expert in B2B commercial performance and digital innovation. Together, they launched a different kind of startup—rooted in real use cases, designed for professionals, and far from one-size-fits-all tech.
DutyAdvisor is a field-born venture—fueled by experience, grounded in the real world, and focused on impact.
Stéphane Margand
Philippe Greco
Our Mission
Structure advice. Simplify workflows. Secure compliance.
DutyAdvisor supports intermediaries at every step of the client journey.
With its smart rule engines and intuitive interface, it helps you:
- Access key client/prospect info in seconds
- Identify needs and spot new opportunities
- Deliver clear, structured, and documented advice
- Save time on follow-up and administrative legwork
Our Technology
The right tech, in the right hands, at the right time.
At DutyAdvisor, technology adapts to the user—not the other way around
Business logic drives everything we build. We don’t replace your existing tools—we enhance them, providing a more complete client view and smoother day-to-day use. Users see DutyAdvisor as a CRM add-on that enhances data collection, gamifies the qualification process, and boosts efficiency in winning new clients.
Our Promise
More performance in how you work. Less risk in how you practice.
DutyAdvisor helps insurance professionals bring structure to their conversations, deliver more value through advice, and find peace of mind in a demanding profession.
A solution built to make the client relationship in insurance stronger, smarter, and future-ready.