Company policies
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SMEs and companies: for insurance and financial advisors
For SME clients, company insurance, employee solutions and renewal dates in one place. The owner and employees appear with linked records.
- English and the community languages your customers speak
- SEK, VAT (moms) (moms) and local levies
- 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.
Swedish 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
Policies are listed with insurer, product, premium and term; active, up-for-renewal and ended policies appear separately.
Learn moreDeadlines and reminders
Renewal, termination and payment dates appear in one calendar; reminders go to the adviser and client as a deadline nears.
Learn moreFee invoice and Klarna
Advisory fees or hourly services are billed with a Klarna and match when paid.
Learn more