The platform for Swiss insurance brokers and intermediaries

Which insurance lines does the platform cover?

73 insurance lines, split across personal clients, companies and pensions.

Covered are property and liability insurance, motor, legal expenses, transport, engineering lines, cyber as well as personal and pension insurance.

Each line has its own field structure: a commercial liability policy is read against different points than a motor policy. If a line you need is missing, tell us in the setup discussion.

How long does the analysis of a policy take?

Under 2 minutes, from the uploaded file to the finished result.

In that time the line of business is determined, and key data, covers, sums, deductibles and exclusions are taken from the document and checked against its wording. Every value is marked with how reliable it is.

Then it is your turn: the uncertain points come first, you correct them in one click and release them. The result only enters the file once you have released it.

How is an ISA-compliant advisory record created?

It comes out of the advisory questionnaire you fill in during the meeting, and not out of rework afterwards.

Recorded are the needs and wishes of the client, the recommendation given and the reasoning behind it. If the client waives advice, that waiver is documented as well.

The released record is stored unalterably; a later correction creates a new version alongside the old one. Advisory documents are kept for 11 years, access and change logs for 10 years.

How do I compare offers from several insurers?

Side by side, on the same points of cover.

Every offer is read and brought onto a common structure. What two insurers name differently ends up on the same line. Offers that did not come in through the platform you import as PDF.

The comparison therefore shows the differences in cover, not just in premium. The cheapest offer is only the cheapest if it covers the same thing.

There are 121 licensed insurers in the Swiss market (FINMA list of authorisations, as at August 2026). Which of them you approach is your decision; what comes back is compared.

How does my existing book of business get into the system?

Through an import of your existing data, which we support during the rollout.

You supply your book as a file or through an interface. Your fields are assigned to the platform fields, checked on a small sample and then taken over for the whole book.

Policies in PDF do not have to be retyped: you upload them, the key data is read out, you release it.

The book first, the running cases after. The timing is set in the setup discussion.

Can several people work on the same book at the same time?

Yes. What each person may see and do is set individually.

There are roles for administration, advice, back office and back office management. Beyond that, permissions can be set finely: who sees which clients, who may release mandates, who only reads.

Every access is logged. The team can therefore see who last advised which client, without anyone having to ask.

Do we need our own IT department to run it?

No. SOTHURA SAFE runs as a service, nothing is installed on your side.

Access is through the browser. Operations, updates and data backup sit with us; you need neither your own server nor dedicated maintenance for it.

What you need is an up-to-date browser and an internet connection. Up to and including ten active seats you set things up yourself; from eleven seats an individual framework agreement is added.