brokerbusiness.ch is a web platform for insurance brokers that guides the advisory process from data capture through consultation and tendering to offer comparison. Brokers record client data once and reuse it, run risk analyses, tender to insurers and compare the offers received in structured overviews of cover and premiums, and produce reports for clients. According to the vendor, the software embeds market and product knowledge collected by insurance professionals and offers interfaces to other systems such as a broker's CRM. Users sign in to a password-protected area.
brokerbusiness.ch is operated by brokerbusiness.ch AG, headquartered in Chur, Switzerland. The vendor's pages name no foreign parent company, and its privacy statement is written under the revised Swiss Data Protection Act. They do not state where the platform is hosted, so ask the vendor and request its data processing terms, since broker records contain client and policy data. Switzerland is not an EU member but an EFTA country with an EU adequacy decision. No self-hosted option is described.