Portfolio breakdown
Stays on record.
Hotel feature
Reports 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. Portfolio breakdown, commission and fee income, renewal rate and client count appear on one screen. It becomes clear which products and insurers matter and which deadlines are near.
- Italian and English
- EUR, VAT and tourist tax
- Data protection under GDPR
Running the firm with figures
Premium volume and income split by insurer, product and adviser are shown; upcoming renewal and termination deadlines gather in a separate list. A monthly management report is prepared automatically and shared with partners.
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
Figures are management information; official accounting and tax returns stay with the accountant.
Frequently asked questions
Are reports available per adviser?
Yes; with adviser, insurer and period filters.
Related topics
Commission tracking
Commission tracking for insurance and financial advisors, built for Italian SMEs in Italy: fixed-price quote in EUR + VAT, GDPR-compliant.
Learn morePolicy management
Policy management 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 more