Needs analysis
In one record.
Booking journey
Analysis and offers: for insurance and financial advisors
Needs are analysed, existing policies reviewed and gaps identified. The result is presented to the client in a clear form.
- German, French, Italian and English
- CHF, VAT and tourist tax
- Data protection under revFADP
From analysis to offer
In the meeting the client’s family, property and income situation and existing contracts are recorded; the system lists areas that look missing or excessive. Offers are requested from insurers for the chosen areas and arrive in a comparison table.
Your benefits
How we work
- 1
Clarify requirements
By e-mail we discuss your property, your workflows and your goals and agree on the scope.
- 2
Build and connect
We build the solution to fit your hotel and connect it to your existing systems.
- 3
Test and launch
We test with real workflows, train your team and only go live when everything is right.
Swiss specifics
Analysis results are a suggestion; the decision and responsibility rest with the advisor and the client.
Frequently asked questions
Can the analysis template follow our method?
Yes; your existing method and question lists are carried over at setup.
Related topics
New client
A new client enquiry arrives, the first meeting is planned and the client card opens.
Learn moreContract and policy
The client chooses an offer, the application is prepared, signed and sent to the insurer.
Learn moreNeeds analysis
Structured questions record the client’s situation, goals and existing cover.
Learn more