Features for insurance brokers
The German version is binding. This translation is provided for information only.For Swiss insurance brokers and intermediaries · 32 modules in one system, 12 of them in the base package
SOTHURA SAFE brings together 32 modules in one system, 12 of them in the base package. What others patch together with five tools, SOTHURA SAFE delivers from a single source.
Built on 10 years of Swiss advisory practice, for the real day-to-day work of personal and commercial insurance. Every feature comes from a real client situation.
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 Future-ready instead of an outdated single-instance install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
The platform in numbers
- 32 Modules, no more tool patchwork
- 73 Lines of business, no blind spots
- 121 Insurers active in the Swiss market
- 11'000+ Knowledge entries, instantly available
The modules in detail
Not an IT experiment, but a tool advisors actually need
360° client dossier
Client overview, policies, documents, inbox, tasks, letter generator and news in one place. Seamlessly connected to your CRM
- Client master data 360° (private & corporate)
- Policy dossier & contract history
- Document archive with full-text search
- Inbox & tasks
- Calendar & appointments
- Letter generator with templates
Advisory and compliance
Consultation form, mandates, digital signatures and tenders. Audit-proof and ready for review
- Consultation form (aligned with ISA Art. 45)
- Mandates with digital signature
- Tenders to several insurers
- Automatic consultation protocol
- Documented waiver of advice
- Audit trail ready for review
Automatic policy analysis
Upload a PDF and all data is extracted automatically, coverage gaps, risks and optimisation potential in seconds
- PDF extraction of all key figures
- Coverage quality scoring
- Coverage gap detection
- Concrete recommendations with reasoning
- Comparison with current social insurance and BVG values
- SafeCheck report as PDF
Comparison and offers
Insurance comparison across 7 dimensions, offer comparison, tenders. All structured and documented
- Offer matrix with scoring
- Insurance comparison (7 dimensions)
- Structured tenders
- PDF import of third-party offers
- Comparative coverage analysis
- Automatic advisory documentation
Pensions and analysis
BVG strategy, KV compass, SME risk analysis, insurer-switching workflows and 14+ financial calculators in one suite
- BVG strategy (2nd pillar)
- KV compass (basic insurance & VVG)
- SME risk analysis (industry-specific)
- Insurer-switching workflows (benefit coordination)
- 14+ financial calculators (3a, mortgage, tax, inheritance law, …)
- Current social insurance figures 2026
Knowledge assistant
Chat assistant for technical questions, structured knowledge from Swiss insurance terms and information sheets, available in seconds
- Assistant chat in 5 modes (finance, pensions, policies, knowledge, general)
- Own knowledge base (500 pages / user)
- Source references with every answer
- 11'000+ structured knowledge entries
- Voice learning: the system learns your advisory style
- Client context included automatically
Team and branding
White-label with your own logo and colours, roles and permissions, analytics and advisory dashboard
- Logo, colours and your own domain
- Roles: admin, advisor, back office, back office manager
- Fine-grained permissions & client separation
- Advisory dashboard with KPIs
- Analytics & reporting
- Team calendar & shared tasks
Integrations
Microsoft 365, connection to your CRM (import/export), e-signature services and sync with Swiss company registers
- Microsoft 365 (Outlook, Teams, SharePoint)
- CRM API (REST) for import & export
- CSV import of your portfolio
- E-signature services
- Zefix company matching
Acquisition & lead generation Add-on
Daily SHAB new-company filings, company search across public Swiss registers and industry directories, lead scoring and hand-off to your CRM
- SHAB new-company filings every day (same day)
- Google Places search with filters
- Automatic enrichment (website, Zefix, industry)
- Automated e-mail campaigns
- Lead scoring & prioritisation
- Direct hand-off into your CRM
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
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Scale and grow
Protocols under ISA Art. 45 run automatically, compliance logic is built in