Sobrado for Brokers

Advantages

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Library accesses

Our multi-lingual library provides you with relevant market information, a comparison tooling and an overview of important insurer data.

Efficiency increase

Our automized processes decrease transaction costs by 90%. Broker have therefore more time for their customers

Access to every Swiss insurer

You can send every insurer in the Swiss market a tendering inquiry via the Sobrado platform. By placing the offer on the Sobrado Marketplace you reach even higher visibility.

All-in-one broker platform

From tendering to policy process: we offer the full process cycle. Your everyday business with one login.

Compliance

With Sobrado your data is transmitted safely under the Swiss security standards.

Benefits Overview

Core Benefits

Library Documents (7k+)
Market Information Comparison
Advisory & MIS
Secure Connection, Dataprotection & Compliance

Core Benefits

Library Documents (7k+)
Market Information Comparison
Advisory & MIS
Secure Connection, Dataprotection & Compliance

Core Benefits

Library Documents (7k+)
Market Information Comparison
Advisory & MIS
Secure Connection, Dataprotection & Compliance

Core Benefits

Library Documents (7k+)
Market Information Comparison
Advisory & MIS
Secure Connection, Dataprotection & Compliance

Core Benefits

Library Documents (7k+)
Market Information Comparison
Advisory & MIS
Secure Connection, Dataprotection & Compliance

Core Benefits

Library Documents (7k+)
Market Information Comparison
Advisory & MIS
Secure Connection, Dataprotection & Compliance

Call for offer

Renewal Process

Our smart step-by-step process makes sure that values are correctly entered or not missed

Templates make it even easier to tender. Sobrado moreover provides access to all Swiss insurance companies, enabling Brokers to invite their go-to brokers or the whole exchange.

With Sobrado Marketplace, Broker has the opportunity to place their call for offers anonymously for all brokers. This promotes reach and neutrality between customer and insurer.

Our smart step-by-step process makes sure that values are correctly entered or not missed

Templates make it even easier to tender. Sobrado moreover provides access to all Swiss insurance companies, enabling Brokers to invite their go-to brokers or the whole exchange.

With Sobrado Marketplace, Broker has the opportunity to place their call for offers anonymously for all brokers. This promotes reach and neutrality between customer and insurer.

Our smart step-by-step process makes sure that values are correctly entered or not missed

Templates make it even easier to tender. Sobrado moreover provides access to all Swiss insurance companies, enabling Brokers to invite their go-to brokers or the whole exchange.

With Sobrado Marketplace, Broker has the opportunity to place their call for offers anonymously for all brokers. This promotes reach and neutrality between customer and insurer.

Our smart step-by-step process makes sure that values are correctly entered or not missed

Templates make it even easier to tender. Sobrado moreover provides access to all Swiss insurance companies, enabling Brokers to invite their go-to brokers or the whole exchange.

With Sobrado Marketplace, Broker has the opportunity to place their call for offers anonymously for all brokers. This promotes reach and neutrality between customer and insurer.

Our smart step-by-step process makes sure that values are correctly entered or not missed

Templates make it even easier to tender. Sobrado moreover provides access to all Swiss insurance companies, enabling Brokers to invite their go-to brokers or the whole exchange.

With Sobrado Marketplace, Broker has the opportunity to place their call for offers anonymously for all brokers. This promotes reach and neutrality between customer and insurer.

Our smart step-by-step process makes sure that values are correctly entered or not missed

Templates make it even easier to tender. Sobrado moreover provides access to all Swiss insurance companies, enabling Brokers to invite their go-to brokers or the whole exchange.

With Sobrado Marketplace, Broker has the opportunity to place their call for offers anonymously for all brokers. This promotes reach and neutrality between customer and insurer.

Features in Details

Call for offer

Next Feature

Our smart step-by-step process makes sure that values are correctly entered or not missed

Templates make it even easier to tender. Sobrado moreover provides access to all Swiss insurance companies, enabling Brokers to invite their go-to insurers or the whole exchange.

With Sobrado Marketplace, Broker has the opportunity to place their call for offers anonymously for all insurers. This promotes reach and neutrality between customer and insurer.

Our smart step-by-step process makes sure that values are correctly entered or not missed

Templates make it even easier to tender. Sobrado moreover provides access to all Swiss insurance companies, enabling Brokers to invite their go-to insurers or the whole exchange.

With Sobrado Marketplace, Broker has the opportunity to place their call for offers anonymously for all insurers. This promotes reach and neutrality between customer and insurer.

Our smart step-by-step process makes sure that values are correctly entered or not missed

Templates make it even easier to tender. Sobrado moreover provides access to all Swiss insurance companies, enabling Brokers to invite their go-to insurers or the whole exchange.

With Sobrado Marketplace, Broker has the opportunity to place their call for offers anonymously for all insurers. This promotes reach and neutrality between customer and insurer.

Success Stories

Next Story

Oliver Hedinger
Managing Director,
VermögensZentrum AG

“

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Oliver Hedinger
Managing Director,
VermögensZentrum AG

“

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Oliver Hedinger
Managing Director,
VermögensZentrum AG

“

Freegan shaman messenger bag sartorial shoreditch crucifix williamsburg neutra listicle. Synth small batch forage, retro DIY echo park poke truffaut jean shorts meditation lomo PBR&B blue bottle slow-carb master cleanse. Tilde butcher pinterest actually, cardigan swag offal scenester trust fund salvia post-ironic kale chips literally adaptogen. YOLO la croix subway tile jianbing four loko vape iPhone stumptown. IPhone art party selvage hella semiotics organic. Street art retro mustache mlkshk bushwick YOLO lyft kale chips air plant man bun vinyl.

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Pricing Plans

Tendering process With almost 7,000 documents, our library contains an overview of AVB's, regulations and provider facts.
Tender templates With almost 7,000 documents, our library contains an overview of AVB's, regulations and provider facts.
Mandate process With almost 7,000 documents, our library contains an overview of AVB's, regulations and provider facts.
Closing process / Policy process With almost 7,000 documents, our library contains an overview of AVB's, regulations and provider facts.
Marketplace With almost 7,000 documents, our library contains an overview of AVB's, regulations and provider facts.
Teledata including credit check With almost 7,000 documents, our library contains an overview of AVB's, regulations and provider facts.
Premium consolidation With almost 7,000 documents, our library contains an overview of AVB's, regulations and provider facts.
Number of offers comparisons With almost 7,000 documents, our library contains an overview of AVB's, regulations and provider facts.
Approval of offers after With almost 7,000 documents, our library contains an overview of AVB's, regulations and provider facts.
MIS With almost 7,000 documents, our library contains an overview of AVB's, regulations and provider facts.
Data transfer from the broker CRM With almost 7,000 documents, our library contains an overview of AVB's, regulations and provider facts.
Sobrado Library With almost 7,000 documents, our library contains an overview of AVB's, regulations and provider facts.
Broker wording With almost 7,000 documents, our library contains an overview of AVB's, regulations and provider facts.
BVG personal comparison With almost 7,000 documents, our library contains an overview of AVB's, regulations and provider facts.
Plan data comparison With almost 7,000 documents, our library contains an overview of AVB's, regulations and provider facts.
Personalized excel export With almost 7,000 documents, our library contains an overview of AVB's, regulations and provider facts.
Training With almost 7,000 documents, our library contains an overview of AVB's, regulations and provider facts.
Support With almost 7,000 documents, our library contains an overview of AVB's, regulations and provider facts.

Bronze

Up to 3 employees

Unlimited
15
72 hours
Webinar
By email

CHF980/ month

Silver

Up to 10 employees

Unlimited
15
72 hours
Webinar
60 mins by phone

CHF2,980/ month

Gold

Up to 25 employees

Unlimited
15
72 hours
On site
300 mins by phone

CHF6,980/ month

Platinum

Up to 50 employees

Unlimited
15
72 hours
On site
Unlimited mins by phone

CHF11,980/ month

Enterprise

More than 50 employees

Unlimited
15
72 hours
On site
Unlimited mins by phone

On Demand

Prices refer to a minimum term of one calendar year with the expiry on December 31, 2021. The contract will be automatically renewed for the following year if you do not cancel your subscription by September 30, 2021

We use data transfer from broker crm from leading CRM providers

Pricing Plans

Bronze

Up to 3 employees
Silver

Up to 10 employees
Gold

Up to 25 employees
Platinum

Up to 50 employees
Enterprise

More than 50 employees

Tendering process

BronzeUnlimited
SilverUnlimited
GoldUnlimited
PlatinumUnlimited
EnterpriseUnlimited

Tender templates

Bronze
Silver
Gold
Platinum
Enterprise

Mandate process

Bronze
Silver
Gold
Platinum
Enterprise

Closing process / Policy process

Bronze
Silver
Gold
Platinum
Enterprise

Marketplace

Bronze
Silver
Gold
Platinum
Enterprise

Teledata including credit check

Bronze
Silver
Gold
Platinum
Enterprise

Premium consolidation

Bronze
Silver
Gold
Platinum
Enterprise

Number of offers comparisons

Bronze15
Silver15
Gold15
Platinum15
Enterprise15

Approval of offers after

Bronze72 hours
Silver72 hours
Gold72 hours
Platinum72 hours
Enterprise72 hours

MIS

Bronze
Silver
Gold
Platinum
Enterprise

Data transfer from the broker CRM

Bronze
Silver
Gold
Platinum
Enterprise

Sobrado Library

Bronze
Silver
Gold
Platinum
Enterprise

Broker wording

Bronze
Silver
Gold
Platinum
Enterprise

BVG personal comparison

Bronze
Silver
Gold
Platinum
Enterprise

Plan data comparison

Bronze
Silver
Gold
Platinum
Enterprise

Personalized excel export

Bronze
Silver
Gold
Platinum
Enterprise

Training

BronzeWebinar
SilverWebinar
GoldOn site
PlatinumOn site
EnterpriseOn site

Support

BronzeBy email
Silver60 mins by phone
Gold300 mins by phone
PlatinumUnlimited mins by phone
EnterpriseUnlimited mins by phone

CHF980/ month
CHF2,980/ month
CHF6,980/ month
CHF11,980/ month
On Demand

Prices refer to a minimum term of one calendar year with the expiry on December 31, 2021. The contract will be automatically renewed for the following year if you do not cancel your subscription by September 30, 2021

We use data transfer from broker crm from leading CRM providers

Your next steps

See Sobrado Live

Request Demo

Join us at the next event

Open Event

Stay in touch

Connect Us on LinkedIn

Documents and other

Presentation

Marketing materials

Be a guest in our office

Show The Office on the Map

Your next steps

See Sobrado Live

We'll walk you through all possible use cases

Join us at the next event

Don't miss our latest news and events.

Stay in touch

Connect Us on LinkedIn

Documents and other

Presentation

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Marketing materials

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Be a guest in our office

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Show The Office on the Map

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