Offer choice
Ready on site.
Booking journey
Contract and policy 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. The client chooses an offer, the application is prepared, signed and sent to the insurer. When the policy arrives it is checked and added to the file.
- Italian and English
- EUR, VAT and tourist tax
- Data protection under GDPR
From offer to policy
The chosen offer is carried into the application form, client details are prefilled and the signature process tracked. When the policy arrives, cover and premium are checked against the application and any difference is reported to the insurer.
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
Application and policy formats vary by insurer; integration scope is clarified up front.
Frequently asked questions
Is a digital signature used?
Optional; method and validity are chosen by the firm per document type.
Related topics
Analysis and offers
Analysis and offers for insurance and financial advisors, built for Italian SMEs in Italy: fixed-price quote in EUR + VAT, GDPR-compliant.
Learn moreFollow-up and renewal
Follow-up and renewal for insurance and financial advisors in Italy: fixed-price quote in EUR + VAT, GDPR-compliant.
Learn moreAdvisory record
Advisory record for insurance and financial advisors, matched to your region in Italy: fixed-price quote in EUR + VAT, GDPR-compliant.
Learn more