Sub-agents
In one record.
Property type
General agency: for insurance and financial advisors
For general agencies and network structures, sub-agents, portfolio and commission split are monitored centrally. Each agent’s permissions are separate.
- German, French, Italian and English
- CHF, VAT and tourist tax
- Data protection under revFADP
Transparency in a network
The head office sees each sub-agent’s portfolio, new business and commission share, while a sub-agent accesses only their own clients. Commission rules are defined per agent and product and the monthly statement is prepared automatically.
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
Commission contracts and liability split depend on the agency network agreement; the network defines the calculation rule.
Frequently asked questions
Can a client be transferred between agents?
Yes; a transfer is made with an authorised person’s approval and logged.
Related topics
Commission tracking
Commission, fee and renewal income per policy are tracked; in a general agency the sub-agent split is calculated too.
Learn moreReports
Portfolio breakdown, commission and fee income, renewal rate and client count appear on one screen.
Learn morePolicy management
Policies are listed with insurer, product, premium and term; active, up-for-renewal and ended policies appear separately.
Learn more