Sobrado for Insurers
Advantages
As a digital pioneer, SOBRADO sets a new standard for the Swiss insurance industry. As the leading transaction platform between broker and provider, SOBRADO helps all insurance providers to achieve more reach, data security and market information.
Benefits Overview
Our Premium Partnership
- Increased market presence
- Efficient process management
- MIS module
Our Premium Partnership
- Increased market presence
- Efficient process management
- MIS module
Our Premium Partnership
- Increased market presence
- Efficient process management
- MIS module
Our Premium Partnership
- Increased market presence
- Efficient process management
- MIS module
Our Premium Partnership
- Increased market presence
- Efficient process management
- MIS module
Our Premium Partnership
- Increased market presence
- Efficient process management
- MIS module
Compare yourself with other market participants in terms of requests for quotations received over specific time periods and sectors. Quickly identify trends in the market and differences with competitors.
Receive anonymized quote comparisons, which make data on the quote regarding coverage, benefits and premiums of all competitors per tender comparable – in the BVG even including information on the contract type (full contract, partial autonomy, etc.).
Put an end to insecure mail attachments: Offers are uploaded encrypted through an end-to-end connection.
Sobrado’s communication channel and data transfer complies with Swiss data protection and banking standards.
Two-factor authentication protects the profile of all users
A questionnaire covering all industries provides important key figures on the individual providers.
Large brokerage houses already rely on the full use of the Sobrado Library. We remind providers to keep their facts up to date.
In recent years, the Sobrado Library has developed into the most comprehensive collection of insurance documents in Switzerland.
Around 7,000 documents (pdf), including over 2,300 BVG documents such as regulations, annual reports, cost regulations, partial liquidation regulations, etc. can be found in the library.
The simple AVB comparison, multilingualism and full text search make the library a unique collection of information on the Swiss pension market.
Role assignments facilitate the coordination and organization of teams.
Comments on the quote comparisons can be entered directly on the broker’s customer comparison.
The status of the quote can be checked with the broker at any time.
Providers achieve greater reach throughout the broker industry with the Sobrado marketing package.
Premium partners can publish a news article on Sobrado once a year.
Logo placement and product information promote visual awareness in the broker bidding process.
Features in Details
Data security is a central and increasingly important issue in the digital world. For this reason, more and more brokers rely on the secure data transfer via SOBRADO.
With the drag & drop function offer documents can be simply dragged onto the upload window.
Combination offers are transmitted compactly by placing a check mark.
At one glance you can see all open calls you received via Sobrado. With green and red icons we indicate you the status of an open call.
With a few clicks you can ask the broker to update the status.
Depending on your role you can switch to the dashboard of a team colleague and help him out.
Once a offer has been summited to Sobrado and the Broker you can check the preview of the parsed offer.
Here you see how your offer is display on comparison page for the broker. You can comment any values and add remarks directly on the comparison for the broker and client to see.
Anonymized quote comparisons provide important market information.
The anonymized quote comparisons are now not only sent to underwriters by e-mail, but are now also collected in a central repository and can be retrieved from there.
If a comparison wasn’t previously sent to you by the broker you can create a request for approval.
Users of the Sobrado platform have unlimited access to the largest insurer documents database in Switzerland with arround 8’000 documents.
Through a full text search, all information can be searched and compared directly in the document.
With our Insurer Interview we store over 1000 Questions and Facts that you can compare for our over 200 Insurer Partners.
Each Insurer has an access where his questions can be answer and saved per product.
Alone in the line of business Pension we offer nearly 400 Questions, KPIs and Informations that we be helpful for propery market data analysis.
To make sure Sobrado represents each insurance as good as possible, we provide a simple access for each insurer to upload, maintain and delete documents and informations.
Insurance providers can enter their own texts about their company and products. These are then displayed for up to 4000 broker users in the last step of the tender process, newsletters and other areas of Sobrado.
Success Stories
Thargye GangshontsangManaging Director for Brokers
Allianz Suisse
Allianz Suisse recommends the use of Sobrado, because with the Sobrado Library market and product comparisons are possible digitally.
Thomas GschwendManaging Director for Brokers
AXA
AXA recommends the use of Sobrado because it increases the quality of the quote request and we have fewer queries to the brokers. This speeds up the quote process.
Pierre EtzenspergerVice director
Vaudoise
Vaudoise recommends the use of SOBRADO because the communication platform between broker and insurer is fast and easy to use and all content related to the offer process is in the same place.
