Policy view
Ready on site.
Hotel feature
Client portal 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. Italian teams often work in several national languages with English or Turkish alongside, so screens and messages are prepared for that from day one. After a secure login the client sees their policies, documents and appointments and can report a claim and upload documents. Phone traffic falls.
- Italian and English
- EUR, VAT and tourist tax
- Data protection under GDPR
Clients reach their own file
Only what the firm opens appears in the portal; the client sees a policy summary, upcoming deadlines and shared documents. Messages are written in a secure channel and kept in the file, so sensitive documents need not be emailed.
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
Portal access can be protected with two-step verification; the method is chosen per the firm’s risk assessment.
Frequently asked questions
Do family members log in separately?
Yes; each person sees things with their own permission or under a family account.
Related topics
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Document management for insurance and financial advisors in Italy: fixed-price quote in EUR + VAT, GDPR-compliant.
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Appointments and calendar for insurance and financial advisors across Italy in Italy: fixed-price quote in EUR + VAT, GDPR-compliant.
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Claims tracking for insurance and financial advisors, built for Italian SMEs in Italy: fixed-price quote in EUR + VAT, GDPR-compliant.
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