Broker 360 is a customer relationship management system for Swiss insurance and finance brokers, offered by Alpio AG of Zurich. It is built on Microsoft Dynamics 365 and covers lead management, sales opportunities and offers, and supports the four Swiss national languages. Alongside the CRM, the vendor provides a web plug-in that turns a broker's website into a digital finance platform, where visitors can compare insurance and finance products.
Alpio AG has its registered seat in Zurich, Switzerland, and no foreign parent company is stated. According to the vendor, all of its systems are hosted in Microsoft Azure in Switzerland. Because the platform runs on Microsoft technology, a European organisation should keep in mind that the underlying cloud provider is a US company, which may be subject to US law such as the CLOUD Act. The vendor's privacy policy states that it follows the Swiss data protection act and the EU GDPR. Switzerland is an EFTA country with an EU adequacy decision. Ask the vendor for its data processing terms.