Features for insurance brokers
The German version is binding. This translation is provided for information only.For Swiss insurance brokers and intermediaries · 29 modules in one system, add-on modules are marked as such
SOTHURA SAFE brings together 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.
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 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 Future-ready instead of an outdated single-instance install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
- 29 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
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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