SOTHURA SAFE
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All-in-one for Swiss brokers

Everything brokers need.
In one platform.

Administration and advice in one system: clients, policies, offers and claims.
Built from scratch, with state-of-the-art AI and its own client portal.

Book onboardingBook a demo
Data 100 % Switzerland
revDSG-aligned
No AI training
White label

SOTHURA SAFE is the Swiss broker software for insurance advisors and brokers, from the sole broker to the large brokerage, in personal and commercial lines.

It combines administration and advice: clients, mandates, policies, documents and claims, policy analysis, offers and advice. The latest AI handles the routine, without legacy systems.

  • 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.
Zurich

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.

Your data is stored 100 % in Switzerland. For AI analysis, a document goes encrypted to EU data centres, with no training on your data, and the result returns to Switzerland. Storage and analysis take place exclusively in Switzerland and the EU.

The reality
of daily advisory work

  • Excel
  • Outlook
  • PDF
  • Document
  • List
  • Minutes

Data is scattered, everything is typed in by hand, and no system warns you when a cover is missing.

One case, the way it runs today

  1. Policy arrives by emailPDF in the inboxby hand
  2. Type in the datainto the management systemby hand
  3. Compare quotesin Excel, line by lineby hand
  4. Write up the consultationin Word, then print itby hand
  5. File itFolder, network drive, inboxby hand
  6. Annual reportpieced together again every yearby hand
And AI at work?Mostly off-limits because of data protection. That is why the industry is not digital yet.Not possible so far

SOTHURA SAFE changes that.

Built on 10 years of Swiss advisory practice.

Watch the video
White label

Your clients see your brand. Only yours.

SOTHURA SAFE is white label. The platform runs under your name, we stay in the background.

  • Your logoin the app, reports and letters
  • Your colours and fontin the app and documents
  • Your addressyourname.sothura.com
  • Your letterhead per branchits own letterhead for every location
White label
Your logo, your colours, your address. Your clients see your brand, not ours
yourdomain.sothura.com/dashboard
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Max Muster
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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
    Offers
  • Cyber cover Beispiel IT
    Beispiel IT GmbH · Cyber
    Draft

Trend

New clients per month
18 new clients in 6 months

SOTHURA SAFE Analyzer · SSA Engine™ for short

One document in.
All the data out. Verified.

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

Recognises 32 document types

  • Policy
  • Offer
  • Pension certificate
  • Claim notification
  • Terms (GTC)
  • Application
  • Vested benefits statement
  • Premium invoice
  • Endorsement
  • Claims settlement statement
  • Change offer
  • Product sheet
  • Expert report
  • Cancellation
  • Pension fund regulations
  • Confirmation of cover
  • Renewal
  • Payroll declaration
  • Risk analysis
  • Premium adjustment

+ 12 more

Also detects automaticallyIndexationPremium adjustmentsGTC edition

PolicyPDF · 14 pages14 of 14 pages read
→

8 / 8fields captured · 3 found in the original · 1 to review

  • InsurerInsurer Areadingcaptured
  • Policy numberBH-2026-48113readingcaptured
  • PolicyholderSample Construction Ltdreadingcaptured
  • Line of businessCommercial liabilityreadingcaptured
  • Annual premiumCHF 92'400reading✓ verified
  • Sum insuredCHF 20mreading✓ verified
  • DeductibleCHF 5'000reading✓ verified
  • Payment termssemi-annual?readingreview
  • < 90 sec.per policy instead of half an hour of manual work
  • Every valuewith a reliability marker
  • 100 %stored in Switzerland

Also as an API service

Insurance companies and other businesses connect the SSA Engine™ directly to their own systems, independent of user licences.

On request

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 advisor, never with the machine.

How the SOTHURA SAFE Analyzer works →

Knowledge assistant

Technical questions answered, with the source to back it

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.

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

Policy analysis

Upload your policies, the rest runs automatically

Assessment, coverage gaps and concrete recommendations, each with its reasoning and source. The data comes from the SSA Engine™.

Powered by the SSA Engine™
Policy analysis
Commercial property insurance · Holzbau Meier AG
Analysis complete · under 90 seconds
Policy_CommercialProperty_HolzbauMeier.pdf2.4 MB
Taken over from the SSA Engine™
Insurer
Property insurer CH
Annual premium
CHF 8'400.–
Deductible
CHF 1'000
8 fields taken over
Detected in the contract
  • IndexationSum follows the index: +2.4 % on last year
  • Premium adjustment+3.1 % from the next due date
  • Waiver of underinsuranceSpecial condition in the endorsement
  • GTC editionEdition 01.2022, matched to the policy
72
Coverage quality
Solid, optimisation recommended
NOGA code recognised
162300Prefabricated timber components
Sector risk feeds into the assessment
How the score is made up
  • Coverage scope63
  • Flexibility76
  • Exclusions68
  • Compliance90
  • Value for money66
Coverage gaps
Business interruptionCritical
Current not included→Target 12-month indemnity period
Market standard
Machinery breakdownHigh
Current not insured→Target production assets covered
Recommendation
Recommendation

Add business interruption with a 12-month indemnity period

Approved by the adviser
Start offer comparison →

Strengths: Sum insured up to date, 2026 inventory recorded · Theft + natural perils included

Read on

All features in detail

11 topics
  • Why SOTHURA SAFE was built from practiceSwiss Made data security, state-of-the-art cloud technology and built-in compliance
  • Infrastructure, supervisory framework and legal sourcesCertified data centres and the official source of every legal provision cited
  • The platform in figuresModules, lines of business, insurers and knowledge entries at a glance
  • All modules at a glanceFrom client file to acquisition in one system, add-on modules are marked
  • How the advisory documentation worksRecords for the VBV industry register kept on time
  • How the offer comparison worksPremiums, depth of coverage and scoring structured side by side
  • How your client base speaks upLife events, deadlines and coverage gaps as contact suggestions, as an optional module
  • How new companies become clientsDaily new company formations from public Swiss registers, as an optional module
  • How the AI captures master and contract dataNo re-entry and no media breaks, straight into your systems
  • Integration for larger organisationsConnection to your existing infrastructure, scope agreed in the setup discussion
  • Where time is lost every dayFour tasks compared: manual versus SAFE

About the company

2 topics
  • Meet the two foundersAn insurance professional from advisory practice and a developer, both reachable directly
  • For insurers and product providersFile your product documents and be fully represented in the comparison
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 numbers and sensitive data
  • No training on your data
  • Full traceability
  • Designed for revDSG, GDPR, the EU AI Act and ISA 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
Find out more: Security and data protection →
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.

Price on request

The 2026 early-bird allocation is taken. New clients start on 1 January 2027.

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

Toolbox Enterprise

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

Pricing on request

Individual framework agreement

  • Terms agreed in setup discussion
  • Eight roles, from owner to viewer
  • Each advisor 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 advisor leaves
  • Service levels and credits in an individual SLA
Book the setup discussion
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 with a monthly AI allowance, expandable at any time, 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 website
  • 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
Next step

See it on a real case

Choose how you want to start.The 2026 early-bird allocation is taken. New clients start on 1 January 2027. Price on request.
Book a demoNo obligation, on a real advisory case rather than on slidesPick a slot
  • Start right awayDecided? We set you up and accompany the first client meetingsBook the setup
  • Insurers and software housesConnection, white-label setup and submission of your product documentsDiscuss integration
No contract, no credit card. We show you SOTHURA SAFE on a typical case from your daily work.
  • Olai Interactive

    Swiss software agency behind the platform

    The team
  • IG B2B for Insurers + Brokers

    Member of the industry association

    Member list as of 31.8.2026
  • ecoHub

    Listed in the ecoHub marketplace

    Announcement of 29.9.2026
  • The Broker News

    Two articles, June 2026

    Interview with the founders (in German)
  • Union Swiss Brokers

    Deckungslücken, die im Alltag leicht übersehen werden, werden sichtbar.

    Blog post
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 100 % in Switzerland. How the AI analysis is protected is set out on the Security page.

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 and access rights — is set out on the "Security and Data Protection" page. Which categories of sub-processors (the service providers that carry out parts of the operation for us) we use is shown in the overview on the "Sub-processors" page.

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

Our Terms (section 6.2) provide in substance: your content is not stored at the model provider, its staff have no access to it, and training on customer data is contractually excluded.

Because it stands in the Terms, it is part of the contract and not a statement of intent. How the AI analysis is protected is set out on the Security page.

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.

The 2026 early-bird allocation has been taken up. New customers start on 1 January 2027. Price on request.

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).

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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