Needs analysis
In one record.
Booking journey
Analysis and offers for insurance and financial advisors, built for Italian SMEs, tailored to Italian SMEs
If you work with public bodies, we can integrate SPID, CIE and PagoPA where required. Businesses in Milan, Padua and Rome usually want this running before the next VAT return, so the scope follows how your team really works. Needs are analysed, existing policies reviewed and gaps identified. The result is presented to the client in a clear form.
- Italian and English
- EUR, VAT and tourist tax
- Data protection under GDPR
From analysis to offer
In the meeting the client’s family, property and income situation and existing contracts are recorded; the system lists areas that look missing or excessive. Offers are requested from insurers for the chosen areas and arrive in a comparison table.
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.
Italian specifics
Analysis results are a suggestion; the decision and responsibility rest with the advisor and the client.
Frequently asked questions
Can the analysis template follow our method?
Yes; your existing method and question lists are carried over at setup.
Related topics
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New client for insurance and financial advisors in Italy: fixed-price quote in EUR + VAT, GDPR-compliant.
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Contract and policy for insurance and financial advisors, built for Italian SMEs in Italy: fixed-price quote in EUR + VAT, GDPR-compliant.
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Needs analysis for insurance and financial advisors, matched to your region in Italy: fixed-price quote in EUR + VAT, GDPR-compliant.
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