Portfolio breakdown
Stays on record.
Hotel feature
Reports: for insurance and financial advisors
Portfolio breakdown, commission and fee income, renewal rate and client count appear on one screen. It becomes clear which products and insurers matter and which deadlines are near.
- German, French, Italian and English
- CHF, VAT and tourist tax
- Data protection under revFADP
Running the firm with figures
Premium volume and income split by insurer, product and adviser are shown; upcoming renewal and termination deadlines gather in a separate list. A monthly management report is prepared automatically and shared with partners.
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
Figures are management information; official accounting and tax returns stay with the accountant.
Frequently asked questions
Are reports available per adviser?
Yes; with adviser, insurer and period filters.
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 morePolicy management
Policies are listed with insurer, product, premium and term; active, up-for-renewal and ended policies appear separately.
Learn moreDeadlines and reminders
Renewal, termination and payment dates appear in one calendar; reminders go to the adviser and client as a deadline nears.
Learn more