Features
Everything established systems do – only simpler.
From the client file to commission statements: everything connects, nothing is entered twice.
“My Space” – the advisor's home
Every morning a reason to open the system: what have I earned, where do I stand, what matters today?
- My numbers: commission per month, quarter and year vs. last year, clawback account, expected payout
- My portfolio: clients, policies, premium volume, cross-selling potential
- My goals: progress ring, milestones, optional team comparison
- My opportunities: contract expiries, health-insurance switch windows, birthdays, age thresholds
- My profile: FINMA/VBV status and training with expiry warnings
Step-by-step wizards instead of endless forms
Every entry is a short, guided flow. Required fields per step, save as draft, and a summary with “what happens next” at the end.
- Client and household, application, mandate, claim, document upload
- Progress bar and saving as draft
- Initial disclosure and advice record within the flow
- Command palette (Ctrl/Cmd+K) and “+ New” everywhere
Mobile app for field advisors
Built for meetings at the client's: large targets, thumb zone, My Space as the home screen.
- Call hand-off: click on the web, confirm on the phone, call from your own number
- Quick logging with outcome chips and follow-up in three taps
- Photograph a document → client → type → filed
- On-site signature for mandates and records
- Push reminders for appointments and deadlines
Automatic opportunities and pipeline
The system spots opportunities in your book – you decide what happens next.
- Contract expiry minus notice period = an opportunity in good time
- Age thresholds and life events as triggers
- Leads and opportunities as a kanban with value and probability
- “Not reached” counter and last call per lead
Email templates and appointments
Templates with placeholders, sent from your own mailbox and linked to the client.
- “Not reached” – with ONE Compare including potential saving
- Appointment confirmation with calendar invite (ICS)
- Connect your own mailbox, emails in the client file
- Templates per company, team or person
Health-insurance comparison with ONE Compare
In every plan: the KVG premium calculator with official FOPH premiums. As a premium add-on, ONE Compare: the comprehensive comparison including supplementary cover.
- Basic: basic insurance for individuals and households, all regions, deductibles and models
- ONE Compare: supplementary insurance (VVG) with our own product database, premium year 2027
- ONE Compare: quick comparison from a policy photo or PDF, package and supplementary switches
- ONE Compare: quote PDF and potential saving automatically in client emails
Policies, commissions and back office
The part that has to run reliably in the background.
- Policies and contracts with household and family overview
- Applications, pre-entry and approval queues
- Brokerage fees and commissions, clawback account, current account
- Documents with templates and electronic signature
- Tasks, calendar and contact log with timeline
Personalisable
Everyone works differently. The system adapts.
- Themes: light, dark, grey or mixed (dark navigation, light content)
- Show, hide and drag & drop dashboard widgets
- Role-based menus: field advisors see around six items
- German and English, French and Italian prepared
See it for yourself.
30 minutes, your workflows, your questions. We show the system live with sample data – no obligation.