Question form
Ready on site.
Hotel feature
Needs analysis: for insurance and financial advisors
Structured questions record the client’s situation, goals and existing cover. Gaps become visible and the analysis forms the basis of the advisory record.
- German, French, Italian and English
- CHF, VAT and tourist tax
- Data protection under revFADP
The analysis starts in order
Ready sections exist for family, income, housing and existing insurance; the firm defines its own question set. Answers are combined with recorded policies so protected and uncovered areas show at a glance.
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
The content of the analysis, assessment and recommendations are the adviser’s professional responsibility; the system only structures and records.
Frequently asked questions
Do we write the question set ourselves?
Yes; the firm’s own form is defined and, if wanted, stored with version control.
Related topics
Client file
The client’s personal details, family members, policies, documents and meeting notes are held in one file.
Learn moreOffer comparison
Offers from different insurers are compared side by side by cover, premium and terms.
Learn moreAdvisory record
Meeting notes turn into an advisory record from a template; the client approves and the document is added to the file.
Learn more