CRM for insurance brokers & sales networks
Less admin. More advice.
CRM ONE brings clients, policies, commissions and compliance into one system – so clearly designed that your team enjoys using it from day one.
- Hosted in Switzerland
- FADP, FINMA & VBV built in
- Web, iPhone & Android
Sample data
Pilot customers
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Placeholder: pilot customer logos and quotes will follow once approved. We only show real references.
Before / after
What changes day to day
Many teams juggle a legacy system, Excel, Outlook and WhatsApp. That costs time and nerves – and makes evidence hard to produce.
Often today: Client data in three systems, policies as PDFs in a mail folder
With CRM ONE: One client file with family, policies, documents and history
Often today: Expiry dates in your head or in Excel – notice periods missed
With CRM ONE: An expiring contract creates an opportunity – well before the deadline
Often today: After the call: note forgotten, no follow-up set
With CRM ONE: Tap the outcome, the follow-up is set, an email template is ready
Often today: Advice records in Word, filed somewhere
With CRM ONE: Record in the wizard, four-eyes approval, stored audit-proof
Often today: Commissions only at month-end, in a list
With CRM ONE: “My Space” shows commission, goals and opportunities every morning
A day with CRM ONE
From the first coffee to the end of the day
This is what a typical advisor's day feels like when the system thinks ahead.
Open My Space
A personal greeting, this month's commission, goals, today's meetings and the three most important opportunities – on the laptop and as the app's home screen.
My SpaceCall – from laptop to phone
Click “Call” on the web, your phone rings with a confirmation and the call goes out from your number. Afterwards, one tap on the outcome. Done.
Mobile appNot reached? An email with savings
One click on the “not reached” template: personal greeting, a quick health-insurance comparison with the potential saving, and a request to call back or send the policy.
Email templates + ONE CompareAt the client's: scan a document
Photograph the policy, pick client and document type – filed and assigned to the back office as a task. No retyping at the office.
Document scanApplications step by step
The wizard guides you through the application, initial disclosure and advice record. The back office approves under the four-eyes principle.
Wizards & complianceOpportunities that surface themselves
When a contract is about to expire, an opportunity appears automatically – with cancellation date, lead time and owner.
Automatic opportunities
Why CRM ONE
Everything a brokerage needs. In one system.
The features of established industry solutions – rethought for people who would rather advise than administer.
Modern and simple
One thing per screen, the next step always visible. Roles only see what they need.
Step-by-step wizards
Client, application, mandate, claim, document: guided in 3–5 steps, with drafts and a summary.
“My Space”
The advisor's home: own numbers, portfolio, goals, pipeline, opportunities and profile at a glance.
Mobile app
Call hand-off from web to phone, quick logging after the call, document scan, signatures on site.
Compliance built in
FINMA/VBV registers, Art. 45 ISA disclosure, advice records, four-eyes approval, FADP and audit log.
Health-insurance comparison
KVG premium calculator with FOPH data in every plan. With the ONE Compare add-on also supplementary cover, policy photo and quote PDF.
Automatic opportunities
Contract expiries, cancellation windows and age thresholds become opportunities before the deadline passes.
“Not reached” templates
One click after an unanswered call – with placeholders and, with ONE Compare, the concrete potential saving.
Swiss hosting
Data at Infomaniak in Swiss data centres. No US hyperscaler, data processing agreement under the FADP.
Your look, your dashboard
Light, dark, grey or mixed. Arrange widgets by drag & drop – everyone to their taste.
All in one
Clients, policies, applications, mandates, commissions, calendar, documents and tasks – no silos.
Built for structures
Multi-level hierarchies, overrides, clawback account and team dashboards – for brokers and sales networks.
ONE Compare · health-insurance comparison
Savings in seconds – basic and supplementary cover
ONE Compare compares basic and supplementary health insurance for the whole family, reads existing policies from a photo or PDF and writes the potential saving straight into your client emails.
Included in every plan
- KVG premium calculator for basic insurance with official FOPH premiums
- Individuals and households, all regions, deductibles and models
Additionally with ONE Compare
- Supplementary insurance (VVG) with our own product database – premium year 2027
- Quick comparison from a policy photo or PDF
- Package and supplementary switches with cover comparison
- Quote PDF in your company's look
- Potential saving automatically in client emails, e.g. “not reached”
Size of the product database: [number of insurers / products – placeholder, to follow once data entry is complete]
See ONE Compare pricingSecurity & compliance
Compliance that happens in the workflow – not afterwards.
Obligations under the ISA, ISO, the health-insurance industry agreement and the FADP are built into the workflows. What has to be documented is documented as you work.
Security in detailFINMA and VBV registers
Registration, recertification and training per person with expiry warnings.
Art. 45 ISA disclosure
Versioned, with proof of delivery and a check before closing.
Advice record
Guided in the wizard, signed and stored in the client file.
Four-eyes principle
Approvals for applications, commissions and sensitive changes.
Swiss FADP
Health data protected, read and write logs, access requests and export.
Swiss hosting
Infomaniak, Swiss data centres, encryption and daily backups.
Worked example
What is an hour saved worth?
Estimate for yourself: how much time does your team save per week through less double entry, automatic follow-ups and templates?
Calculated with 46 working weeks per year.
- Hours gained per year
- 460
- Value of time gained
- CHF 41'400
- CRM ONE Professional licences
- CHF 7'740
- Difference per year
- CHF 33'660
Non-binding example based on your own assumptions – not a guaranteed saving. Licence price as per price list (annual billing, excl. VAT).
Pricing
Clear pricing. No setup fee.
Per user per month, mobile app, Swiss hosting and updates included.
Professional
For brokerages with a back office
CHF129
per user / month · excl. VAT
Prices per user per month, billed annually, excl. VAT. Monthly cancellation available for a 10% surcharge.
Onboarding & email support includedNo time for the setup? We take care of setup, data migration and training for you. Price tailored to your number of users and locations, amount of data and scope – quote after a short conversation.Setup by our teamFAQ
Good to know
How do we get our data out of our current system?
With the import assistant for Excel/CSV and common exports – with field mapping, preview and duplicate check. If you prefer, we handle setup and data migration for you – with a test run, your sign-off and, if needed, a parallel run. The price depends on your number of users and locations, the amount of data and the scope you want; you receive a quote after a short conversation.
Where is our data stored?
In Switzerland, at Infomaniak. Data is encrypted in transit and at rest, with daily backups. We sign a data processing agreement with you under the Swiss FADP.
How long does onboarding take?
The system is designed so advisors find their way in minutes: guided workflows, short in-app tours, help on every page and a demo tenant with sample data.
Is there an app for iPhone and Android?
Yes. The app puts My Space, clients, appointments and tasks on your phone – with call hand-off from the web, quick logging after a call, document scan and on-site signatures.
Does the software replace legal advice?
No. It helps you meet your obligations (e.g. Art. 45 ISA, the health-insurance industry agreement, the FADP). Responsibility for compliance remains with your company.
Is it suitable for tied intermediaries?
Yes. Intermediary status (tied or independent) is tracked per person; templates, register numbers and obligations adapt accordingly.
Are there integrations with insurers and industry platforms?
Import and export (Excel/CSV), calendar and mail integration and an API are planned in. Industry platform integration is on the roadmap – ask us for the current status.
What is ONE Compare?
The premium add-on for the comprehensive health-insurance comparison: basic and supplementary cover, quick comparison from a policy photo or PDF, package and supplementary switches, quote PDF and potential savings in client emails. The KVG premium calculator for basic insurance is included in every plan.
What do onboarding and support include?
Included are activating your account, inviting your administrators, a short guided introduction, the help centre and how-to videos, and email support – usually with a reply within one business day. In support we explain how things work. If you would like us to do work in the system for you – such as creating templates, setting up roles, migrating data or training your team – we are happy to do so – priced by the size of your company, the amount of data and the scope, with a quote after a short conversation.
What are the contract terms?
Annual licence billed yearly, or cancel monthly for a 10% surcharge. You can export all your data at any time.
See it for yourself.
30 minutes, your workflows, your questions. We show the system live with sample data – no obligation.