Multi-insurer portfolio
Fewer errors.
Property type
Insurance broker: for insurance and financial advisors
For insurance brokers, policies, offers and commissions from several insurers in one file. Independence is supported by recorded comparisons.
- German, French, Italian and English
- CHF, VAT and tourist tax
- Data protection under revFADP
Order in multi-insurer work
Policies from different insurers combine in one client file; each insurer’s commission rule is defined separately. When renewal time comes offers are compared again and old and new comparisons are kept.
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
Broker duties and registration requirements depend on applicable regulation; the firm is responsible.
Frequently asked questions
Is a new insurer easy to add?
Yes; insurer, product and commission rule are defined by the administrator.
Related topics
Policy management
Policies are listed with insurer, product, premium and term; active, up-for-renewal and ended policies appear separately.
Learn moreOffer comparison
Offers from different insurers are compared side by side by cover, premium and terms.
Learn moreCommission tracking
Commission, fee and renewal income per policy are tracked; in a general agency the sub-agent split is calculated too.
Learn more