Renewal date
Traceable.
Hotel feature
Deadlines and reminders: for insurance and financial advisors
Renewal, termination and payment dates appear in one calendar; reminders go to the adviser and client as a deadline nears. A separate alert arises for a missed deadline.
- German, French, Italian and English
- CHF, VAT and tourist tax
- Data protection under revFADP
Deadlines protect revenue and trust
When a policy is recorded its end and termination dates enter the calendar automatically; how many days ahead to warn is defined for each. From a reminder the adviser can plan a client meeting and the outcome is logged.
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
Exact deadlines are set by contract and regulation; entering and verifying a deadline is the adviser’s responsibility.
Frequently asked questions
Do reminders go to the client too?
If you wish; by email or SMS where client consent is recorded.
Related topics
Policy management
Policies are listed with insurer, product, premium and term; active, up-for-renewal and ended policies appear separately.
Learn moreClient file
The client’s personal details, family members, policies, documents and meeting notes are held in one file.
Learn moreAppointments and calendar
The client books online; before the meeting the adviser finds the client file, open topics and deadlines in front of them.
Learn more