SOTHURA SAFE
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For Swiss insurance brokers and intermediaries

The future of insurance advice
starts NOW

Built on 10 years of Swiss advisory practice, for the real day-to-day work of commercial and SME insurance.

Book a demo
Swiss Made
Data in Zurich
Auditable
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Outdated specialist knowledge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
safe.sothura.com/dashboard
SS
SOTHURA SAFE
Partner portal
Navigation
Dashboard
Inbox
News6
Clients
Tasks8
Tenders
Claim check
Acquisition
Knowledge base
SAFE tools
Chat
Consultation form
Policy analysis
Offer comparison
Mandates
Analysis tools
DB
Demo Advisor
User

Dashboard

Welcome back, Demo Advisor
Leads quota
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New SHAB today
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Appointments

April 2026
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Today · 2 appointments
  • 10:00: Annual review Max 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 Max 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
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
Meets revDSG, GDPR and ISA Art. 45, aligned with FINMA Circ. 2018/3 (outsourcing) and the EU AI Act
Built on 10+ years of advisory practice
Compliance

Process sensitive client data digitally, but with legal certainty?

Many online tools process client data 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

Conventional online tools
  • Client data on US servers
  • Data reused by the provider
  • No traceability
  • No audit-proof logging
  • No evidence of AI governance under the EU AI Act
  • Possible personal liability 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 you stay compliant
Certified server and pipeline infrastructure
FINMA Circ. 2018/3
Aligned with outsourcing requirements for insurer clients
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.
Find out more: Security and data protection →
Data exchange & automation

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

Our specialised, privacy-compliant AI 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 AI trained on the Swiss insurance market doesn't 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
Privacy-compliant 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
revDSG compliant
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.

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

Our solution

32 modules in one system

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 all data is extracted automatically, coverage gaps, risks and optimisation potential in seconds

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, available in seconds

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

Knowledge assistant

Finally an assistant that speaks insurance language

Technical questions with client and policy context, every answer with a source, traceable and audit-proof.

Processing damage, is it covered?
Claims mode · Context: Garage Steffen AG
Policy contextGTC status 2026
Enter a technical question or refine the client context…
Answers are based on your client context plus 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.

Consultation form
Private advisory · Max 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.

Policy analysis
Commercial property insurance · Holzbau Meier AG
File is uploading…
Policy_CommercialProperty_HolzbauMeier.pdf0.0 / 2.4 MB
Policyholder
Policy number
Annual premium
Deductible
0
Coverage quality
Evaluation in progress…
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 add-on
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.

Offer comparison · Evaluation
BVG comparison Muster Bau AG 2026
Offers
4
Max. saving
CHF 6'800
Status
Completed
Provider
Annual premium
Saving
Coverage
Score
1
Provider 1
highest score
CHF 135'200
annually
− CHF 6'800
−4,8%
Beyond mandatory, contribution scale 10/12/15/18%
88
Top score
2
Provider 2
CHF 138'400
annually
− CHF 3'600
−2,5%
Beyond mandatory, flexible retirement pension
81
3
Provider 3
CHF 140'800
annually
− CHF 1'200
−0,8%
BVG minimum with risk top-up
76
=
Current solution
current portfolio
CHF 142'000
annually
Reference
BVG minimum, no beyond-mandatory cover
72
Score based on depth of coverage, risk benefits, terms and stability
Pipeline on autopilot · Existing book · Add-on

More revenue from your own book of business

Life events, policy lifecycle, notice periods, coverage gaps. Detected automatically and prioritised in your advisor inbox. 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 add-on module.

Sales insights, advisor inbox
5 new opportunities · Detector v2.4 · FINMA/ISA audit active
Add-on
Pipeline
3
Qualify
Opportunity detected
2
Develop
Clarify needs
0
Propose
Offer / comparison
0
Close Won
Closing
Detectors
Life events2Policy lifecycle1Coverage gap1Market-standard diff1Competition0
Client · Signal
Trigger
Lines of business
Stage
Confidence
Garage Steffen AGHot
Workshop expanded, adjust commercial liability
Life event
New lift + 2 employees from 01.07.2026
Commercial liability
Qualify
92
Holzbau Meier AGHot
Commercial property expiring, market comparison
Policy lifecycle
Expiry 31.10.2026 · notice period 31.07.2026
Property insurance
Develop
84
Praxis Dr. KellerWarm
Coverage gap: no cyber cover detected
Coverage gap
Risk profile hook · new advisory case #1284
Cyber
Qualify
78
Müller Treuhand GmbHHot
New employees, review BVG and professional liability
Life event
Headcount raised to 12 on 06.04.2026
BVGProfessional liability
Develop
88
Atelier Weber GmbHWarm
Commercial liability sum below market standard
Market standard
Revenue growth · sum insured unchanged since 2021
Commercial liability
Qualify
71
Auto detectors on your own book · audit trail per stage change · revDSG-compliant
Pipeline on autopilot · New business · Add-on

New clients come to you

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

Acquisition: SHAB new formations today
Live feed · 5 new leads · AI enrichment active
Add-on
NOGA industries
41 · Construction62 · IT70 · Consulting86 · Healthcare+5
Cantons
ZHBEAGZGLU
Company
Industry
Location
Reported
Lead score
Status
Nordlicht Consulting AG
NOGA 70.22
Management consulting
Zurich
ZH
2 h ago
92
New
AlpenTech GmbH
NOGA 62.01
IT services
Bern
BE
3 h ago
88
AI-enriched
RegioBau GmbH
NOGA 41.20
Building construction / contractor
Aarau
AG
5 h ago
85
AI-enriched
Dr Keller Practice AG
NOGA 86.21
Medical practice
Zug
ZG
6 h ago
81
New
Weber Wood Studio GmbH
NOGA 31.09
Joinery
Lucerne
LU
9 h ago
74
Contacted
SHAB feed daily · Google Places enrichment · personalised email via AI
0

Modules, no more tool patchwork

0

Lines of business, no blind spots

0+

Insurers, the entire Swiss market

0+

Knowledge entries, instantly available

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 you save up to 3 hours per day!

Investment

Three packages, one system

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

The new era starts now

Daily advisory work that keeps pace with the speed your clients have long known from other industries, without losing accountability or data sovereignty for the advisor.

Whoever switches now gains advisory windows back every day, documents in an audit-proof manner and works on a single platform instead of a patchwork of tools. Three hours saved per day means three additional advisory conversations, every week.

90%more efficient in your daily advisory work
One cockpitinstead of 6 vendors in parallel
24 hto maximum revenue

Full freedom for independent intermediaries, one clear flat rate, everything included.

Strong as part of a network, with the same premium platform as the professionals.

A back office that keeps pace, the same platform your advisors trust.

Up to 10 seats

Platform package

For advisors and teams with up to 10 active seats, a system that thinks with you.

  • All 12 core modules
  • Advisory assistant included
  • Audit-proof documentation
  • Digital signatures and protocols
  • White-label branding (logo, colours and domain)
  • Team management and roles
  • Customisable knowledge base
From 11 seats

Larger organisations

Your own wave, your own terms. Following an individual setup discussion.

  • Terms agreed in setup discussion
  • Extended analysis quota available
  • Priority support and SLA options
  • SSO and integration with your existing systems
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
Add-on

Sales insights

Your existing book becomes a pipeline, life events, coverage gaps and lifecycle dates land in your advisor inbox automatically, 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
Add-on

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
Add-ons are activated during onboarding, the knowledge base is tailored individually to your needs
An equation that adds up

This isn't a software line item, it's revenue that isn't in your pipeline today

Three hours gained per day means three additional advisory windows, per advisor, every week, every month. A single new client pays for the annual subscription; everything after that is margin. Whoever switches now can offer the speed clients have long known from other industries.

Run the numbers with us15 min · no obligation · no credit card
FAQ

Frequently asked questions

For Swiss insurance brokers and intermediaries focused on commercial and SME clients, from the sole broker to the larger team. Both independent and tied.

No. The database, primary storage and audit logs are located in a Swiss data centre in Zurich (10-year retention for audit logs). Processing runs exclusively in Swiss and European data centres, not in the US. Tenant separation: only you and authorised team members have access; strong authentication and role-based permissions. Export at any time; deletion within clear timelines after termination. Details →

You import master data via CSV and integrate specialist and book-of-business systems through documented APIs, less copy-paste, fewer media breaks. The platform is built cloud-native: professional operations, regular updates and scaling instead of outdated single-instance installs. This keeps you technically flexible and future-ready.

The solution supports ISA-compliant advisory documentation, audit-proof archiving and requirements under the revDSG, among others. FinSA suitability assessment is available as an optional add-on. We are happy to discuss the details and your specific setup, the technical foundation is designed for it. Details →

We open in controlled waves. In a personal setup discussion we clarify your needs, migration and wave: existing data via import or API, mapping during onboarding, annual contract with monthly billing. Many teams are productive quickly; for larger rollouts we provide close support.

For larger organisations we build the connection to your existing IT and ERP landscape as part of the rollout. On top of that come your own knowledge base for your staff and full white-label branding. Which systems are connected is defined in a personal setup discussion.

Logo, colour scheme and your own domain. Your clients see your branding throughout, not an anonymous third-party provider.

Wave 1 is running · limited seats

Reserve your seat now, before your competitor does

SOTHURA SAFE opens in controlled waves. The earliest wave is the smallest, and the one with the closest support.

Book a free demo

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

SOTHURA SAFE
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