Client folder
Fewer errors.
Hotel feature
Document management: for insurance and financial advisors
Policies, offers and correspondence are filed in the client record; they open by permission, versions are kept and documents are searchable. They are shared securely by time-limited link.
- German, French, Italian and English
- CHF, VAT and tourist tax
- Data protection under revFADP
Documents always at hand
Documents are tagged by type and policy; search finds them by client name, policy number or insurer. Old documents move to the archive and retention periods are tracked according to the firm’s rule.
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
Retention and deletion periods depend on professional and legal duties; the firm defines them and the system applies them.
Frequently asked questions
Are scanned documents read?
Text-recognition options are clarified in scope; at minimum they are filed with the right tags.
Related topics
Client file
The client’s personal details, family members, policies, documents and meeting notes are held in one file.
Learn moreCompliance and records
Because advisory records, approvals, deadlines and accesses are on record, documents are ready for inspection and internal control.
Learn moreClient portal
After a secure login the client sees their policies, documents and appointments and can report a claim and upload documents.
Learn more