Multi-insurer portfolio
Fewer errors.
Property type
Insurance broker for insurance and financial advisors, matched to your region, built for Italian businesses
Businesses in Rome, Milan and Naples usually want something running before the next quarter close, so the scope follows how you actually work. We build for how Italian SMEs really operate: regional differences, holidays that vary by region and seasonal peaks in tourism and trade. For insurance brokers, policies, offers and commissions from several insurers in one file. Independence is supported by recorded comparisons.
- Italian and English
- EUR, VAT and tourist tax
- Data protection under GDPR
Order in multi-insurer work
Policies from different insurers combine in one client file; each insurer’s commission rule is defined separately. When renewal time comes offers are compared again and old and new comparisons are kept.
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
Broker duties and registration requirements depend on applicable regulation; the firm is responsible.
Frequently asked questions
Is a new insurer easy to add?
Yes; insurer, product and commission rule are defined by the administrator.
Related topics
Policy management
Policy management for insurance and financial advisors in Italy: fixed-price quote in EUR + VAT, GDPR-compliant.
Learn moreOffer comparison
Offer comparison for insurance and financial advisors across Italy in Italy: fixed-price quote in EUR + VAT, GDPR-compliant.
Learn moreCommission tracking
Commission tracking for insurance and financial advisors, built for Italian SMEs in Italy: fixed-price quote in EUR + VAT, GDPR-compliant.
Learn more