Insurer and product
In one record.
Hotel feature
Policy management for insurance and financial advisors across Italy
Prices are in EUR plus VAT, the scope is fixed before the project starts and there are no surprises on the invoice. Prices are quoted in EUR, and the scope is fixed before work starts, so the invoice holds no surprises. Policies are listed with insurer, product, premium and term; active, up-for-renewal and ended policies appear separately. Policy changes are kept with their history.
- Italian and English
- EUR, VAT and tourist tax
- Data protection under GDPR
The portfolio is always in view
Each policy is linked to the client and insured persons; payment period, cover note and documents sit in the same record. The portfolio can be filtered by insurer, product type and term, and total premium volume is visible.
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
Policy terms and cover depend on the insurer’s documents; the system keeps records, while legal interpretation lies with the adviser and insurer.
Frequently asked questions
Do policy files arrive automatically from insurers?
It depends on the interface the insurer offers; otherwise files are imported and the scope is clarified up front.
Related topics
Client file
Client file for insurance and financial advisors in Italy: fixed-price quote in EUR + VAT, GDPR-compliant.
Learn moreDeadlines and reminders
Deadlines and reminders for insurance and financial advisors across Italy in Italy: fixed-price quote in EUR + VAT, GDPR-compliant.
Learn moreClaims tracking
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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