SOTHURA SAFE
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For Swiss insurance brokers and intermediaries

Broker software that thinks
instead of merely managing

From 10 years of Swiss advisory practice.
For brokers with private and corporate clients.

Get started todayBook a demo
Data 100 % Switzerland
revDSG-aligned
No AI training

SOTHURA SAFE is the Swiss AI platform for insurance advisers and brokers, from the sole broker to the larger team, tied and untied alike, in personal lines as much as in commercial lines.

Advice, acquisition, offer comparison, policy analysis, mandates, document management and claims management sit in one system.

  • The platform reads policies and puts the values where you carry on working.
  • On a reported claim it examines cover and the notification deadline.
  • Policies, terms and claim records sit in one place and stay findable.
  • Your clients sign in to their own portal and see policies, documents and messages there.

For the exchange with insurers, SOTHURA SAFE delivers contract data in the data standard of the Swiss insurance industry. The advisory documentation is compliant with the ISA.

Storage 100 % in Switzerland; the AI analysis runs in Zurich and moves to an EU location only when Zurich is at capacity — processing therefore exclusively in Switzerland and the EU. No model trains on your client data.

Sound familiar?

The reality of daily advisory work

Data scattered everywhere

Excel, Outlook, PDF. You spend time searching instead of advising

Manual protocols

20–30 minutes per client, and no one pays for that

Coverage gaps overlooked

No system warns you, liability risk on every consultation

Outdated specialist knowledge

Insurance terms keep changing. Who has time to read it all?

Software detached from practice

Built by IT people who have never sold a policy

No team overview

Who advised which client most recently? No one knows

This is what your solution looks like
White label
Your logo, your colours, your address. Your clients see your brand, not ours
yourdomain.sothura.com/dashboard
Navigation
Dashboard3
Inbox2
Acquisition
Opportunities
News
Clients
Tasks8
Appointments3
Chat
Tenders
Tools
Consultation form
Policy analysis
Offer comparison
Analysis tools
BVG strategy
Health insurance compass
Claim check
Competitor workflows
Mandates
MM
Max Muster
Admin
Settings
Administrator
Search

 

Welcome back, Max

Appointments

 
MoTuWeThFrSaSu
Today · 2 appointments
  • 10:00: Annual review Anna Muster
    Dübendorf · private client
  • 14:00: BVG strategy Muster Bau AG
    Wädenswil · SME

Industry news

6 new
  • ISA revision, documentation duties specified
    Today · Industry · high
  • FINMA supervisory communication, intermediary register
    Today · Industry · high
  • VBV continuing education: Q3 planning note
    Yesterday · Industry · medium
  • revDSG, internal implementation guide updated
    Yesterday · Team · medium
  • SVV market report SME, quarterly update
    2 days ago · Industry · medium
  • Internal: new advisor in onboarding
    3 days ago · Team · low

Open tasks

  • Obtain BVG offers for Muster Bau AG
    in 3 days · Muster Bau AG
    open
  • Submit advisory minutes for Anna Muster
    in 2 days · Max Muster
    open
  • Estate planning Peter Sorglos
    in 5 days · Peter Sorglos
    open

Tenders

  • BVG comparison Muster Bau AG
    Muster Bau AG · BVG
    Evaluation
  • Health insurer switch for the Muster Family
    Max Muster · KVG
    Quotes
  • Cyber cover Beispiel IT
    Beispiel IT GmbH · Cyber
    Draft

Trend

New clients per month
18 new clients in 6 months
From practice. For practice.

Not an IT experiment, but a tool advisors actually need

Every feature comes from a real client situation. Nothing you need is missing. Nothing you don't need gets in the way.

Swiss Made data security

Database and audit logs in a certified Swiss data centre in Zurich, field-level encryption for AHV, IBAN and other sensitive data. Key sovereignty with a Swiss company

State-of-the-art cloud technology

Cloud-native on certified Swiss infrastructure, API-first. Future-ready instead of an outdated single-instance install

Compliance is built in

Aligned with revDSG, GDPR and ISA Art. 45 as well as FINMA Circ. 2018/3 (outsourcing) and the EU AI Act

Compliance

Process sensitive client data digitally, but with legal certainty?

Where client data is processed on servers outside Switzerland, without a clear data processing agreement and without audit-proof logs, that can become delicate under the revDSG, and anyone using AI is additionally subject to the EU AI Act — set out in the specialist articles on supervisory law and data protection

What to look out for
  • Where is the client data held?
  • Who may reuse it?
  • Is every access traceable?
  • Is the logging audit-proof?
  • Is there evidence of AI governance under the EU AI Act?
  • Who is personally liable under the revDSG?
Fines up to CHF 250,000 under revDSG Art. 60, possible against natural persons. Where there is an EU nexus, additionally up to EUR 20 million (GDPR) or EUR 35 million (EU AI Act)
SOTHURA SAFE
  • Server location in Switzerland
  • Field encryption for AHV, IBAN and sensitive data
  • No training on your data
  • Full traceability
  • Designed for revDSG, GDPR, the EU AI Act and VAG Art. 45
  • Audit-proof documentation
Your team works productively and quickly, and the platform is aligned with your compliance requirements
Data 100 % SwitzerlandrevDSG-alignedNo AI training
Infrastructure and supervisory framework
Aligned with FINMA Circ. 2018/3
Outsourcing requirements for insurer clients, not a certification by the supervisory authority
EU AI Act
Aligned with the requirements of EU Regulation 2024/1689
ISO 27001 + SOC 2 Type II
Operated in data centres certified to ISO 27001 and SOC 2 Type II
Swiss Made
Data in a Swiss data centre in Zurich
No AI training
Your data is not used to train AI models, contractually excluded.
Legal bases and standards
  • VAG Art. 45 (SR 961.01)
  • DSG Art. 60 (SR 235.1)
  • FINMA-Rundschreiben 2018/03 Outsourcing
  • Verordnung (EU) 2016/679 (Datenschutz-Grundverordnung)
  • Verordnung (EU) 2024/1689 (Verordnung über künstliche Intelligenz)
  • ISO/IEC 27001:2022
  • SOC 2 (AICPA)
Find out more: Security and data protection →
29

Modules, no more tool patchwork

73

Lines of business in the system

121

Insurers active in the Swiss market

11'000+

Knowledge entries, instantly available

Process

How it works

1

Set up the platform

Configure your white-label branding, invite your team and import your clients. Ready to go in just a few minutes.

2

Advise with assistance

Analyse policies, identify coverage gaps and receive tailored recommendations. All supported automatically.

3

Scale and grow

Protocols under ISA Art. 45 run automatically, compliance logic is built in. You focus on revenue and new mandates

Built in-house

The SOTHURA SAFE Analyzer

In short: the SSA Engine™

Extracts contract data in structured form from the original document and flags every value that deserves a second look.

7+

checking stages per document

Every value

with a reliability marker

< 2 min.

per policy instead of half an hour of manual work

Our method. Your control.
How the SSA Engine™ works in detail is our trade secret. What comes out of it is not: every value comes from your document, not from an estimate. Every uncertain value is marked as such. And the final decision always rests with the adviser, never with the machine.

The SSA Engine™ captures key data, coverages, sums and exclusions from the original document in structured form, marking how solid each individual value is. Confirmed values you accept without further checking. The few places where the document is ambiguous are visible at a glance and you correct them with one click, without going back into the PDF.

The result: considerably less data entry than a manual coverage review, with full control over what goes into the file.

In use in
Policy analysis
Read existing policies, capture coverages, make gaps visible
See it right below
Offer comparison
Bring offers from different insurers onto a common structure
See it right below
Processing in Switzerland

Your policies are stored in a certified data centre in Zurich and processed exclusively in Switzerland and the EU, never in the USA. No model training on your data, contractually assured. For abuse prevention the model provider may retain inputs and responses for a limited time, in the selected region and without model training.

How the SOTHURA SAFE Analyzer works
Our solution

29 modules in one system, add-on modules are marked as such

What others patch together with five tools, SOTHURA SAFE delivers from a single source. We will show you four of them live in a moment.

360° client dossier

Client overview, policies, documents, inbox, tasks, letter generator and news in one place. Seamlessly connected to your CRM

Advisory and compliance

Consultation form, mandates, digital signatures and tenders. Audit-proof and ready for review

Automatic policy analysis

Upload a PDF and the contract data is extracted automatically, coverage gaps, risks and optimisation potential presented in structured form

Comparison and offers

Insurance comparison across 7 dimensions, offer comparison, tenders. All structured and documented

Pensions and analysis

BVG strategy, KV compass, SME risk analysis, insurer-switching workflows and 14+ financial calculators in one suite

Knowledge assistant

Chat assistant for technical questions, structured knowledge from Swiss insurance terms and information sheets, directly available

Team and branding

White-label with your own logo and colours, roles and permissions, analytics and advisory dashboard

Integrations

Microsoft 365, connection to your CRM (import/export), e-signature services and sync with Swiss company registers

Acquisition & lead generation

Daily SHAB new-company filings, company search across public Swiss registers and industry directories, lead scoring and hand-off to your CRM

All features
Knowledge assistant

Not a chatbot, but a specialist assistant bound to cite its sources

Technical questions with client and policy context — dictated or typed. Every answer with a source, traceable and audit-proof. The built-in hallucination guard checks every answer against the wording of the source: what cannot be evidenced is not claimed.

White label
Your logo, your colours, your address. Your clients see your brand, not ours
Production halted by ransomware, who pays?
Claims mode · Context: Brunner Präzisionstechnik AG
Policy contextGTC status 2026
Dictate or type a technical question …
Dictate instead of type · Answers from your client context and structured technical knowledge, all sources traceable
Advisory documentation

Three steps ahead, before the supervisor takes a look

From 2026, the VBV industry register is mandatory. With biennial recertification for every intermediary. Those who wait too long will be hard-pressed to explain. You will not.

White label
Your logo, your colours, your address. Your clients see your brand, not ours
Consultation form
Private advisory · Anna Muster
Client data & starting position
2Disclosure & consents
3Existing policies
4Client needs & topics
5Analysis & recommendations
6Conversation documentation
7Action plan & appointments
8Closing & dispatch
Leave
Step 2 of 8
Disclosure & consents
ISA information duty
Mandatory confirmations before the advisory begins
  • Information duty pursuant to ISA Art. 45 explained
    Identity, FINMA register, status, remuneration, complaints body
  • FINMA disclosure confirmed
    Intermediary status (tied / independent) documented
  • Data protection under revDSG accepted
    Processing of personal data approved
Audit trail active · automatic saving
0 / 3 confirmed
Audit trail
Every step logged in an audit-proof way
  • ISA Art. 45, information explaineda few seconds ago
  • FINMA status, tied intermediaryjust now
  • revDSG, consent capturedin progress
Policy analysis

Upload your policies, the rest runs automatically

Extraction of all key data, scoring, coverage gaps and concrete recommendations. Faster than any manual coverage review.

Powered by the SSA Engine™
White label
Your logo, your colours, your address. Your clients see your brand, not ours
Policy analysis
Commercial property insurance · Holzbau Meier AG
File is uploading…
Policy_CommercialProperty_HolzbauMeier.pdf2.4 / 2.4 MB
Insurer
Policy no.
Insurance type
Annual premium
Deductible
Business interruption
Ask a question about this policy…
Policy contextGTC status 2026
72
Coverage quality
Solid, optimisation recommended
NOGA code recognised
162300Prefabricated timber components
Sector risk feeds into the assessment
Extracted key data
Insurer
Policy no.
Insurance type
Annual premium
Deductible
Business interruption
Strengths
  • Sum insured up to date, 2026 inventory recorded
  • Theft + natural perils included
Coverage gaps
  • No business interruption, loss of earnings uncovered
  • No machinery breakdown, production assets exposed
Recommendation
  • Add 12 months of business interruption cover
  • Review machinery insurance as an optional module
Offer comparison

Multiple offers cleanly compared, in minutes, not hours

Premiums, depth of coverage, scoring. All structured side by side. Documented for your advisory file.

Powered by the SSA Engine™
White label
Your logo, your colours, your address. Your clients see your brand, not ours
Offer comparison
BVG comparison Muster Bau AG
3 offers · BVG · sorted by Price
PDFExcelAsk about this comparison
Offers
3
Lowest price
CHF 135'200
Best coverage
88 % covered
AI recommendation
Offer 1
Savings vs. today
CHF 6'800
PriceCoverageTermAI recommendation
Current policy — baseline
Current policy
BVG minimum, no extra-mandatory benefits
CHF 142'000
per yearnet
Rank 1AI recommendation
Offer 1
Extra-mandatory, savings scale 10/12/15/18 %
CHF 135'200
per yearnet
−CHF 6'800 vs. today
88 / 100well covered
Term 5 yrsNotice period 6 mo.Extra-mandatorySavings scaleRisk plusT&C detectedShow details
Rank 2
Offer 2
Extra-mandatory, flexible retirement pension
CHF 138'400
per yearnet
−CHF 3'600 vs. today
81 / 100well covered
Term 3 yrsNotice period 6 mo.Extra-mandatoryFlexible pensionT&C detectedShow details
Rank 3
Offer 3
BVG minimum with risk plus
CHF 140'800
per yearnet
−CHF 1'200 vs. today
62 / 100partly covered
Term 5 yrsNotice period 3 mo.BVG minimumRisk plusT&C detectedShow details
The ranking uses net premiums — excluding stamp duty and statutory contributions.
Pipeline on autopilot · Existing book · Optional moduleExisting book · Optional module

More revenue from your own book of business

Life events, policy lifecycle, notice periods, coverage gaps. Detected automatically and prioritised as contact suggestions. Pipeline for existing clients with audit trail per stage change, aligned with ISA Art. 45 and FINMA Circ. 2018/3 (outsourcing) for insurer clients. Available as an optional module.

White label
Your logo, your colours, your address. Your clients see your brand, not ours
Opportunities
Portfolio analysis, contact opportunities and qualified opportunities · Opportunities Starter
Add-on
Open opportunities
5
qualified opportunities in your portfolio
Overdue opportunities
1
due date is in the past
Expiring contracts
3
contract end within the next 365 days
Due contact opportunities
4
signals from the add-on and contract windows
PipelineContact opportunitiesContact suggestionsExpiring contractsPortfolio analysis
  • Opportunitydue todayNote / interaction
    Workshop expanded: adjust business liability
    Garage Steffen AG
    New lift and two employees from 01.07.2026 — check sum insured
    Open
  • Contact opportunityin 12 daysPolicy
    Property policy expiring: start market comparison
    Holzbau Meier AG
    Expiry 31.10.2026 · notice deadline 31.07.2026
    Open
  • Opportunity3 days overdueCoverage gap
    No cyber coverage detected
    Praxis Dr. Keller
    Patient data digital, no cyber module in the portfolio
    Open
  • Contact opportunityin 30 daysPortfolio analysis
    Headcount grew: review pension plan and professional liability
    Müller Treuhand GmbH
    Twelve employees since 06.04.2026, pension plan unchanged since 2021
    Open
Pipeline on autopilot · New business · Optional moduleNew business · Optional module

New clients come to you

Daily new company formations from public Swiss registers, automatically enriched and delivered as a personalised email. Available as an optional module.

White label
Your logo, your colours, your address. Your clients see your brand, not ours
SOGC new companies
5 new entries today · updated daily at 07:00
Add-on
Total
23
New
5
Contacted
9
Interested
4
Won
2
All cantonsAll industriesLegal formPreferences onlyReset filters
  • Nordlicht Consulting AGNew
    Gold

    Industry: Advisory & consultingLocation: Zurich (ZH)Source: SHAB — published: —

  • AlpenTech GmbHNew
    Gold

    Industry: IT & technologyLocation: Bern (BE)Source: SHAB — published: —

  • RegioBau GmbHRead
    Silver

    Industry: Construction & real estateLocation: Aarau (AG)Source: SHAB — published: —

  • Praxis Dr. Keller AGContacted
    Bronze

    Industry: Health & pharmaLocation: Zug (ZG)Source: SHAB — published: —

Data exchange & automation

An AI that doesn't just manage data,
it understands it

Our specialised AI, designed for data protection, reads and understands master and contract data and enters it automatically straight into your systems. With no re-entry and no media breaks. Your data is held in Switzerland and processed exclusively in Switzerland and the EU, protected under the revised Data Protection Act, the GDPR and the EU AI Act.

Understands, not just manages

An analysis geared to the Swiss insurance market does not just capture fields, it recognises the meaning and context of the content

Seamlessly automated

One continuous digital path from capture to transfer, no double entry, no media breaks, no transmission errors

Designed for data protection and auditable

Every transfer is encrypted, your data is held in Swiss data centres and everything is logged in an audit-proof way. Your data never trains third-party models

Data held in Switzerland
Designed for revDSG
For larger organisations

Tailored into your infrastructure

For larger companies we integrate SOTHURA SAFE into your existing infrastructure, including a connection to your ERP and system landscape. We define the scope in a personal setup discussion.

Seamless into your ecosystem

Connection to your system landscape and processes, aligned with your existing IT, without disrupting day-to-day operations

Your own knowledge base

Store in-house expertise and guidelines that your staff can access directly in the assistant

Fully white-label capable

Logo, colours and your own domain throughout. Your staff and clients see your identity, not a third-party provider

Available as part of larger rollouts, we define the exact scope in a personal setup discussion.

Efficiency

Where do you lose time every day today?

Each of these tasks costs you valuable advisory time today.

Client analysis
Manual
30–45 Min.
With SAFE
3 Min.
Insurance comparison
Manual
60 Min.
With SAFE
5 Min.
Create and send consultation protocol
Manual
20–30 Min.
With SAFE
1 Min.
Technical questions and policy term clarifications
Manual
30–60 Min.
Knowledge chat
Sekunden

With SAFE, no more double entry, searching, retyping

Investment

One system, sized to your team

One platform instead of five tools, all core modules included, customisable knowledge base

Up to 10 seats

Toolbox

All core modules in one system that thinks along with advisors and small teams.

Introductory price until the end of the year
CHF129.–CHF 149.–

per user per month, excluding VAT

  • All core modules of the base package
  • Advisory assistant included
  • Audit-proof documentation
  • Digital signatures and protocols
  • White-label branding (logo, colours and domain)
  • Team management and roles
  • Customisable knowledge base
Get started today
From 11 seats

Toolbox Enterprise

The same Toolbox for several locations and teams, with individual terms from the setup conversation.

Pricing on request

Individual framework agreement

  • Terms agreed in setup discussion
  • Eight roles, from owner to viewer
  • Each adviser sees only their own clients
  • Location leads also see the locations below them
  • Reporting per location and per person
  • Logo, letterhead and register number per location
  • Portfolio handover when an adviser leaves
  • Service levels and credits in an individual SLA
Book the setup conversation
What you can add

Included in the package, and what you can extend

Included in the subscription

Advisory assistant and knowledge base

All assistant features without limits, plus a customisable knowledge base for your own insurance terms, policies and information sheets

  • Knowledge chat and advisory assistant
  • Policy analysis and PDF extraction
  • Insurance and offer comparison
  • Consultation forms with automatic scoring
  • Customisable knowledge base
Optional module

Sales insights

Your existing book becomes a pipeline, life events, coverage gaps and lifecycle dates are detected automatically as opportunities, with an audit trail per stage

  • Detectors for marriage, birth, expiry and notice period
  • Coverage gaps from the risk profile
  • Pipeline with audit trail (hash chain, aligned with FINMA Circ. 2018/3 outsourcing)
  • Self-service tuning per tenant
Optional module

Acquisition and leads

New clients come to you, new company formations from public Swiss registers, automatically enriched and delivered as a personalised email

  • Daily commercial register updates
  • Industry directory with preferences
  • Enrichment from public sources and websites
  • Automatic email campaign
On request

Onboarding and training

From contract to a productive advisory day, white-label, data import, workflows and training with personal support

  • White-label setup with logo and colours
  • Role model and permissions
  • Data import and mapping
  • Online training and workflows
Optional modules are activated during onboarding, the knowledge base is tailored individually to your needs
Who is behind it

Two founders, one direct line

An insurance professional from advisory practice and a developer with more than two decades of engineering. Behind them stands the team at Olai Interactive, a Swiss software agency responsible for hosting, maintenance and security of the platform. Domain expertise and development therefore sit under one roof, and you reach us both directly.

Silvio Siegenthaler
Co-Founder & Co-CEO
From practice, not from theory.
Was among the top advisers in the Swiss insurance industry. Responsible for domain expertise, product and client relationships.
silvio.siegenthaler [at] sothura [dot] com
Michel Di Vito
Co-Founder & Co-CEO
Builds the technology instead of talking about it.
Has been developing software in daily use for more than twenty years. Responsible for technology, infrastructure and data security.
michel.divito [at] sothura [dot] com
More about us
Rooted in the industry

Connected where the Swiss market comes together

Broker software lives on its connections. SOTHURA SAFE is present where the digital standards of the Swiss insurance market are set and where insurers and brokers exchange their data.

IG B2B for Insurers + Brokers

Member of the industry association that sets the digital standards between insurers, brokers and software vendors

Publicly listed in the association's member list, as at 31.8.2026

ecoHub

Listed as a software provider in the marketplace of the Swiss insurance market's central exchange platform

In the trade press

The Broker News of 26 June 2026 on the first productive rollout: 'KI trifft Brokeralltag: Sothura Safe macht die Probefahrt'

For insurers and product providers

Your terms where the advice happens

On SOTHURA SAFE, cover is compared element by element. The basis is the product documents on file. What is not on file cannot be taken into account in a comparison.

Submit your documents

General conditions, product sheets, cover overviews and tariff documents as PDF, with version and validity date

Straight from the source

Your cover is read from your document, not from someone else's summary. Superseded versions drop out of the comparison

Visible while advising

Your product appears where the decision is made: in the comparison on the adviser's screen, with a reference on every single value

The same rules for everyone

Listing is free and buys no better rating. The comparison follows the same criteria for every provider

Submitting documents brings no preferential treatment, it brings complete representation. The assessment criteria are the same for every provider and remain traceable.

Become a partner
Live and ready

Ready for the future?

Choose how you want to start.

Start right awayDecided? We set you up and accompany the first client meetingsBook the setupBook a demoNo obligation, on a real advisory case rather than on slidesPick a slotInsurers and software housesConnection, white-label setup and submission of your product documentsDiscuss integration

No contract, no credit card. Just a conversation between equals

FAQ

Frequently asked questions

SOTHURA SAFE is the Swiss software platform for insurance advisers and brokers, in personal lines as much as in commercial lines. Advice, acquisition, offer comparison, policy analysis and mandates sit on one platform.

That includes advisory documentation compliant with the ISA — the record of what you advised, and when. Data is held in line with the revDSG (the revised Swiss data protection act) and stays in Switzerland, in Zurich.

No model is trained on your client data.

Encrypted, in a data centre in Zurich.

Storage is exclusively in Switzerland. No exceptions.

The language model analysis also runs in Zurich. Only in an emergency — if that site fails or is overloaded — does an EU site do the computing instead. Nothing is stored there: the request is processed and that is the end of it. Client, contract and document data never goes to the US or other third countries.

From a Swiss standpoint, EU member states have a level of data protection recognised as adequate by the Federal Council (Art. 16 revDSG). Operated on infrastructure certified to ISO 27001 and SOC 2 Type II — what is certified is the infrastructure, not our company.

What that covers in detail — encryption, access rights and the full list of sub-processors (the service providers that carry out parts of the operation for us) — is set out on the "Security and Data Protection" page.

No. Neither we nor the providers of the language models in use train anything on your data.

Our Terms (section 6.2) put it in these words: "Transmitted content is processed transiently and is not stored at the model provider. Training the third-party models used on customer data and any review by their staff are contractually excluded."

"Processed transiently" means: the content is used for the answer and not kept afterwards. Because it stands in the Terms, it is part of the contract and not a statement of intent.

The platform supplies the tool; the regulatory duty stays with you.

What the platform supplies:

  • advisory documentation compliant with the ISA
  • logged access that can be produced as evidence
  • data held in Switzerland, aligned with the revDSG

What it does not take off your hands: the duties that come with supervision. Our Terms (section 11.6) say on this "These duties remain entirely with the customer", and the Legal Notice (section 4) says "supervision of users remains with FINMA and with the supervisory and training bodies applicable to the users".

Hence the wording: on the revDSG, the GDPR, the EU AI Act and FINMA Circular 2018/3 we say "aligned with" and not "compliant with". A tool can be aligned; what is compliant, in the end, is your operation as a whole.

SOTHURA SAFE costs CHF 149.– per user per month, excluding VAT. Billing is monthly, per active seat. The term is one year: monthly billing does not shorten it and does not create a monthly right of termination (Terms, section 14.1).

Anyone signing up by 31 December 2026 pays CHF 129.– per user per month for the first six months ("early bird"). After that the regular price applies. The scope of the service is the same in both cases.

The full range of functions of the base package is included. Add-on modules are marked as such and are booked on top.

Up to and including ten active seats everything runs in self-service. For larger organisations from eleven seats the provider concludes an individual framework agreement (Terms, section 1.5); pricing is agreed there case by case.

You sign an annual contract: the term is one year, billing is monthly per active seat (Terms, section 14.1). Termination takes effect at the end of the term, with 30 days notice and in text form — an email is enough (Terms, section 14.3). If no such termination is given in time, the contract renews for a further year in each case; the same notice period and the same form apply to every renewal. Miss the deadline and you are tied in for another year. Monthly billing changes nothing about that: it does not shorten the term and does not create a monthly right of termination.

On your data the Terms (section 5.5) say in these words: "The customer may export its customer data at any time in a common machine-readable format (e.g. JSON, CSV). After the contract ends, customer data remains available for export for 30 days. Thereafter it is deleted within 90 days, unless statutory or regulatory retention obligations preclude deletion."

In plain terms: you can get at your data at any time, during the term as well. After the end there is a 30-day window for the export, after which it is deleted — except for records that have to be kept. Which those are and for how long is answered in the question on retention.

See all questions
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