Side-by-side table
Save time.
Hotel feature
Offer comparison: for insurance and financial advisors
Offers from different insurers are compared side by side by cover, premium and terms. The reasoning for the choice is written in the record and presented to the client.
- German, French, Italian and English
- CHF, VAT and tourist tax
- Data protection under revFADP
The comparison becomes traceable
Incoming offers and additional terms stay on record; chosen and rejected alternatives are stored with reasons. The summary presented to the client is prepared as a PDF and after approval the chosen offer turns into a policy record.
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
Responsibility for the offer comparison and recommendation lies with the adviser; the system provides data order and records.
Frequently asked questions
Does it connect to comparison portals?
It depends on the interface the provider offers; options are clarified up front and written in the offer.
Related topics
Needs analysis
Structured questions record the client’s situation, goals and existing cover.
Learn morePolicy management
Policies are listed with insurer, product, premium and term; active, up-for-renewal and ended policies appear separately.
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