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 insurance advice.

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Outdated specialist knowledge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

Dashboard

Welcome back, Demo Advisor

Leads quota

New SHAB today

Open tasks

Templates

Appointments

April 2026

MoTuWeThFrSaSu

123456789101112131415161718192021222324252627282930

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.

No IT experiment — a tool that 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, hardware-backed HSM field encryption for AHV, IBAN and other sensitive data — the highest security standard

State-of-the-art cloud technology

Cloud-native on certified Swiss infrastructure, processing in Switzerland and the EU, API-first — future-ready instead of an outdated single-instance install

Up to 3 hours per day

Automatic policy analysis, automatic protocols, 32 modules in one system — instead of juggling five tools in parallel

Built on 10+ years of advisory practice

Meets revDSG and ISA Art. 45; aligned with FINMA Circ. 2018/3 (outsourcing) for insurer clients

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 logging. Under the revDSG, this can become risky

Conventional online tools

Client data on US servers
Data reused by the provider
No traceability
No audit-proof logging
Possible personal liability under the revDSG

Fines of up to CHF 250'000 under revDSG Art. 60 — possible against natural persons

SOTHURA SAFE

Server location in Switzerland
HSM field encryption for AHV, IBAN and sensitive data
No training on your data
Full traceability
Designed for revDSG and ISA Art. 45
Audit-proof documentation

Your team works productively and quickly — and you stay compliant

Certified server and pipeline infrastructure

ISO 27001 + SOC 2 Type II

The entire server and pipeline infrastructure on which SOTHURA SAFE runs operates in data centres certified to ISO 27001 and SOC 2 Type II.

FINMA Circ. 2018/3

aligned with outsourcing requirements for insurer clients

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 — right into your ERP, whatever ERP landscape you run. Through open standard interfaces it connects seamlessly with your existing software, with no re-entry and no media breaks. Every transfer stays within Switzerland and is protected under the revised Data Protection Act (revDSG).

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

Straight into your ERP

Through open standard interfaces the AI connects to any ERP landscape and writes data automatically to wherever you need it

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, stays in Swiss data centres and is logged in an audit-proof way — your data never trains third-party models

Transfer within Switzerland

revDSG compliant

For larger organisations

Tailored into your infrastructure

The system adapts to any ERP landscape. For larger companies we go further and integrate SOTHURA SAFE deeply into your existing infrastructure, so it fits seamlessly into your ecosystem.

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

Set up the platform

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

Advise with assistance

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

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 — 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.

Deductible optimisation for the Muster Family

Finance mode · Context: Max Muster

Policy contextSocial-insurance values 2026

Enter a technical question or refine the client context…

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.

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

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

KVG basic insurance · Max Muster

File is uploading…

Policy_KVG_MaxMuster.pdf0.0 / 2.4 MB

Policyholder

Policy number

Monthly premium

Deductible

Coverage quality

Evaluation in progress…

Extracted key data

Insurer

Policy no.

Insurance type

Monthly premium

Deductible

Accident coverage

Strengths

Max. deductible — most attractive premium
GP model active — 15% discount

Coverage gaps

No dental cover — 2 children in orthodontic age
No supplementary hospital cover (VVG)

Recommendation

Junior supplementary dental from CHF 18.–/child/month
Review VVG semi-private as an option

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

Max. saving

CHF 6’800

Status

Completed

Provider

Annual premium

Saving

Coverage

Score

Provider 1

highest score

CHF 135’200

annually

− CHF 6’800

−4,8%

Beyond mandatory, contribution scale 10/12/15/18%

Top score

Provider 2

CHF 138’400

annually

− CHF 3’600

−2,5%

Beyond mandatory, flexible retirement pension

Provider 3

CHF 140’800

annually

− CHF 1’200

−0,8%

BVG minimum with risk top-up

Current solution

current portfolio

CHF 142’000

annually

Reference

BVG minimum, no beyond-mandatory cover

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

Qualify

Opportunity detected

Develop

Clarify needs

Propose

Offer / comparison

Close Won

Closing

Life events2Policy lifecycle1Coverage gap1Market-standard diff1Competition0

Client · Signal

Trigger

Lines of business

Stage

Confidence

Müller FamilyHot

Child turns 18 — review own private liability cover

Life event

Lena Müller turns 18 on 12.07.2026

Private liabilityHousehold contents

Qualify

Hans BurriHot

Vehicle insurance expiring — market comparison

Policy lifecycle

Expiry 31.10.2026 · notice period 31.07.2026

Motor vehicle

Develop

Sandra KellerWarm

Coverage gap: no private liability detected

Coverage gap

Risk profile hook · new advisory case #1284

Private liability

Qualify

Beat StuderHot

Marriage — review pillar 3a, household contents and life insurance

Life event

Marriage recorded on 06.04.2026

Pillar 3aHousehold contentsLife insurance

Develop

Atelier Weber GmbHWarm

Co-insurance for liability ends with child reaching majority

Market standard

Carrier-specific: co-insurance age 18

Private liability

Qualify

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

Company

Industry

Location

Reported

Lead score

Status

Nordlicht Consulting AG

NOGA 70.22

Management consulting

Zurich

2 h ago

New

AlpenTech GmbH

NOGA 62.01

IT services

Bern

3 h ago

AI-enriched

RegioBau GmbH

NOGA 41.20

Building construction / contractor

Aarau

5 h ago

AI-enriched

Dr Keller Practice AG

NOGA 86.21

Medical practice

Zug

6 h ago

New

Weber Wood Studio GmbH

NOGA 31.09

Joinery

Lucerne

9 h ago

Contacted

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 — 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.

Yes. Through open standard interfaces the platform adapts to any ERP landscape. For larger organisations we additionally offer a tailored integration into your infrastructure, your own knowledge base for your staff and full white-label branding. We define the scope 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

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 insurance advice.

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

Dashboard

Welcome back, Demo Advisor

Leads quota

New SHAB today

Open tasks

Templates

Appointments

April 2026

MoTuWeThFrSaSu

123456789101112131415161718192021222324252627282930

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.

No IT experiment — a tool that 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, hardware-backed HSM field encryption for AHV, IBAN and other sensitive data — the highest security standard

State-of-the-art cloud technology

Cloud-native on certified Swiss infrastructure, processing in Switzerland and the EU, API-first — future-ready instead of an outdated single-instance install

Up to 3 hours per day

Automatic policy analysis, automatic protocols, 32 modules in one system — instead of juggling five tools in parallel

Built on 10+ years of advisory practice

Meets revDSG and ISA Art. 45; aligned with FINMA Circ. 2018/3 (outsourcing) for insurer clients

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 logging. Under the revDSG, this can become risky

Conventional online tools

Client data on US servers
Data reused by the provider
No traceability
No audit-proof logging
Possible personal liability under the revDSG

Fines of up to CHF 250'000 under revDSG Art. 60 — possible against natural persons

SOTHURA SAFE

Server location in Switzerland
HSM field encryption for AHV, IBAN and sensitive data
No training on your data
Full traceability
Designed for revDSG and ISA Art. 45
Audit-proof documentation

Your team works productively and quickly — and you stay compliant

Certified server and pipeline infrastructure

ISO 27001 + SOC 2 Type II

The entire server and pipeline infrastructure on which SOTHURA SAFE runs operates in data centres certified to ISO 27001 and SOC 2 Type II.

FINMA Circ. 2018/3

aligned with outsourcing requirements for insurer clients

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

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

Straight into your ERP

Through open standard interfaces the AI connects to any ERP landscape and writes data automatically to wherever you need it

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, stays in Swiss data centres and is logged in an audit-proof way — your data never trains third-party models

Transfer within Switzerland

revDSG compliant

For larger organisations

Tailored into your infrastructure

The system adapts to any ERP landscape. For larger companies we go further and integrate SOTHURA SAFE deeply into your existing infrastructure, so it fits seamlessly into your ecosystem.

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

Set up the platform

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

Advise with assistance

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

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 — 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.

Deductible optimisation for the Muster Family

Finance mode · Context: Max Muster

Policy contextSocial-insurance values 2026

Enter a technical question or refine the client context…

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.

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

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

KVG basic insurance · Max Muster

File is uploading…

Policy_KVG_MaxMuster.pdf0.0 / 2.4 MB

Policyholder

Policy number

Monthly premium

Deductible

Coverage quality

Evaluation in progress…

Extracted key data

Insurer

Policy no.

Insurance type

Monthly premium

Deductible

Accident coverage

Strengths

Max. deductible — most attractive premium
GP model active — 15% discount

Coverage gaps

No dental cover — 2 children in orthodontic age
No supplementary hospital cover (VVG)

Recommendation

Junior supplementary dental from CHF 18.–/child/month
Review VVG semi-private as an option

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

Max. saving

CHF 6’800

Status

Completed

Provider

Annual premium

Saving

Coverage

Score

Provider 1

highest score

CHF 135’200

annually

− CHF 6’800

−4,8%

Beyond mandatory, contribution scale 10/12/15/18%

Top score

Provider 2

CHF 138’400

annually

− CHF 3’600

−2,5%

Beyond mandatory, flexible retirement pension

Provider 3

CHF 140’800

annually

− CHF 1’200

−0,8%

BVG minimum with risk top-up

Current solution

current portfolio

CHF 142’000

annually

Reference

BVG minimum, no beyond-mandatory cover

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

Sales insights — advisor inbox

5 new opportunities · Detector v2.4 · FINMA/ISA audit active

Add-on

Pipeline

Qualify

Opportunity detected

Develop

Clarify needs

Propose

Offer / comparison

Close Won

Closing

Life events2Policy lifecycle1Coverage gap1Market-standard diff1Competition0

Client · Signal

Trigger

Lines of business

Stage

Confidence

Müller FamilyHot

Child turns 18 — review own private liability cover

Life event

Lena Müller turns 18 on 12.07.2026

Private liabilityHousehold contents

Qualify

Hans BurriHot

Vehicle insurance expiring — market comparison

Policy lifecycle

Expiry 31.10.2026 · notice period 31.07.2026

Motor vehicle

Develop

Sandra KellerWarm

Coverage gap: no private liability detected

Coverage gap

Risk profile hook · new advisory case #1284

Private liability

Qualify

Beat StuderHot

Marriage — review pillar 3a, household contents and life insurance

Life event

Marriage recorded on 06.04.2026

Pillar 3aHousehold contentsLife insurance

Develop

Atelier Weber GmbHWarm

Co-insurance for liability ends with child reaching majority

Market standard

Carrier-specific: co-insurance age 18

Private liability

Qualify

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

Company

Industry

Location

Reported

Lead score

Status

Nordlicht Consulting AG

NOGA 70.22

Management consulting

Zurich

2 h ago

New

AlpenTech GmbH

NOGA 62.01

IT services

Bern

3 h ago

AI-enriched

RegioBau GmbH

NOGA 41.20

Building construction / contractor

Aarau

5 h ago

AI-enriched

Dr Keller Practice AG

NOGA 86.21

Medical practice

Zug

6 h ago

New

Weber Wood Studio GmbH

NOGA 31.09

Joinery

Lucerne

9 h ago

Contacted

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.

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

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

FAQ

Frequently asked questions

For Swiss insurance brokers and intermediaries — from the sole broker to the larger team. Both independent and tied.

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 — The future of insurance advice

The future of insurance advicestarts NOW

The reality of daily advisory work

Appointments

Industry news

Open tasks

Tenders

No IT experiment — a tool that advisors actually need

Process sensitive client data digitally —but with legal certainty?

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

Tailored into your infrastructure

How it works

Set up the platform

Advise with assistance

Scale and grow

32 modules — one system

360° client dossier

Advisory and compliance

Automatic policy analysis

Comparison and offers

Pensions and analysis

Knowledge assistant

Team and branding

Integrations

Acquisition & lead generation

Finally an assistant that speaks insurance language

Three steps ahead — before the supervisor takes a look

Upload your policies — the rest runs automatically

Multiple offers cleanly compared — in minutes, not hours

More revenue from your own book of business

New clients come to you

0

0

0+

0+

Where do you lose time every day today?

Three packages, one system

Platform package

Larger organisations

Included in the package — and what you can extend

Advisory assistant and knowledge base

Sales insights

Acquisition and leads

Onboarding and training

Frequently asked questions

Reserve your seat now — before your competitor does

The future of insurance advicestarts NOW

The reality of daily advisory work

Appointments

Industry news

Open tasks

Tenders

No IT experiment — a tool that advisors actually need

Process sensitive client data digitally —but with legal certainty?

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

Tailored into your infrastructure

How it works

Set up the platform

Advise with assistance

Scale and grow

32 modules — one system

360° client dossier

Advisory and compliance

Automatic policy analysis

Comparison and offers

Pensions and analysis

Knowledge assistant

Team and branding

Integrations

Acquisition & lead generation

Finally an assistant that speaks insurance language

Three steps ahead — before the supervisor takes a look

Upload your policies — the rest runs automatically

Multiple offers cleanly compared — in minutes, not hours

More revenue from your own book of business

New clients come to you

0

0

0+

0+

Where do you lose time every day today?

The future of insurance advice
starts NOW

Process sensitive client data digitally —
but with legal certainty?

The future of insurance advice
starts NOW

Process sensitive client data digitally —
but with legal certainty?