Access log
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Hotel feature
Compliance and records: for insurance and financial advisors
Because advisory records, approvals, deadlines and accesses are on record, documents are ready for inspection and internal control. Who accessed what and when is visible.
- English and the community languages your customers speak
- SEK, VAT (moms) (moms) and local levies
- Data protection under GDPR
Being inspection-ready
The firm’s internal checklists are defined; related records, documents and approvals are ticked when complete. For an inspection, records for a chosen period and client are gathered in a single report and gaps are seen in advance.
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.
Swedish specifics
This page is not legal or audit advice; compliance duties depend on applicable regulation and are the responsibility of the firm and its specialists.
Frequently asked questions
Can an auditor be given separate access?
Yes; time-limited, read-only access can be defined.
Related topics
Advisory record
Meeting notes turn into an advisory record from a template; the client approves and the document is added to the file.
Learn moreDocument management
Policies, offers and correspondence are filed in the client record; they open by permission, versions are kept and documents are searchable.
Learn moreReports
Portfolio breakdown, commission and fee income, renewal rate and client count appear on one screen.
Learn more