Company policies
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SMEs and companies 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. For SME clients, company insurance, employee solutions and renewal dates in one place. The owner and employees appear with linked records.
- Italian and English
- EUR, VAT and tourist tax
- Data protection under GDPR
All of an SME’s insurance visible
The company’s liability, property, business interruption and employee insurance are listed with renewal dates; a change (new site, more employees) opens a reminder. If there is a consulting fee or fee agreement, the bill comes from the file.
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
Risk assessment and advice responsibility for company insurance belong to the advisor; the system keeps records and deadlines.
Frequently asked questions
Can several companies in one group be managed?
Yes; the group structure is shown through linked records.
Related topics
Policy 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 moreFee invoice and e-invoices
Fee invoice and e-invoices for insurance and financial advisors, matched to your region in Italy: fixed-price quote in EUR + VAT, GDPR-compliant.
Learn more