Commission per policy
In one record.
Hotel feature
Commission tracking: for insurance and financial advisors
Commission, fee and renewal income per policy are tracked; in a general agency the sub-agent split is calculated too. Expected and received income are compared.
- German, French, Italian and English
- CHF, VAT and tourist tax
- Data protection under revFADP
Income becomes predictable
Commission rates and fee rules are defined per product and insurer; expected commission is calculated from the policy record. By comparing with the insurer’s commission statement, missing or differing payments are flagged.
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
Disclosure duties for commission and fees depend on applicable regulation and contracts; the firm is responsible.
Frequently asked questions
Can commission statements be imported?
It depends on the format the insurer offers; file formats are clarified up front.
Related topics
Policy management
Policies are listed with insurer, product, premium and term; active, up-for-renewal and ended policies appear separately.
Learn moreFee invoice and QR-bill
Advisory fees or hourly services are billed with a QR-bill and match when paid.
Learn moreReports
Portfolio breakdown, commission and fee income, renewal rate and client count appear on one screen.
Learn more