Software for insurance brokers that keeps itself up to date.
FinPortal is the CRM for insurance brokers and financial advisors. It writes your notes, your next steps, and your follow-up messages after every client meeting, so the admin stops eating your week.
This is software for insurance and financial brokers (Versicherungsmakler and Finanzberater), not for real estate agents. The workflows, the data handling, and the language are built for advice-led client work.
The real cost is the admin after the meeting
The client conversation is the easy part. The work that drains your week comes after: typing notes from memory, finding and updating the right record, logging the next steps, and writing the follow-up. Studies put administrative load at more than half of an insurance professional's day.
FinPortal removes that after-meeting work. You talk to the client as you always have, and the CRM is current before you reach the next appointment.
What the software does for brokers
FinPortal is a full CRM with automatic meeting capture on top. Everything a broker needs to run client relationships sits in one place.
- Meeting capture that drafts your notes, next steps, and follow-up messages
- A sales pipeline that advances deals as the conversation happens
- Browser calling with every call logged and summarized on the record
- WhatsApp messaging kept attached to each client contact
- Client portal and intake forms that land straight in the CRM
Client data stays on your computer
For brokers in the DACH region, data handling is the first question. With FinPortal, recording, transcription, and AI processing run on your own computer. The audio never leaves your laptop, which keeps you on the right side of the revised Swiss data protection law (revDSG) and the GDPR.
One plan, one price
FinPortal is CHF 197 per user per month, everything included. A five-person brokerage pays CHF 985 a month, about a quarter of what one loaded Swiss admin hire costs (CHF 6'500 to 6'900 a month). Start a 14-day pilot with a card on file; nothing is charged until day 14.
Frequently asked questions
- Is FinPortal software for insurance brokers or for real estate agents?
- FinPortal is built for insurance brokers and financial advisors (Versicherungsmakler and Finanzberater), not for real estate agents (Immobilienmakler). The workflows and data handling match advice-led client work.
- What makes FinPortal different from a broker management program?
- A classic broker management program still relies on you to enter data and write follow-ups by hand. FinPortal does that after-meeting admin automatically: notes, next steps, follow-up drafts, and pipeline updates, with you reviewing before anything goes out.
- How much does software for insurance brokers cost with FinPortal?
- One plan at CHF 197 per user per month, everything included. You can run a 14-day pilot first, with a card on file and nothing charged until day 14.
- Does the meeting recording stay private?
- Yes. Recording, transcription, and AI processing stay on your own computer and the audio never leaves your laptop.
Run your brokerage on a CRM that updates itself.
Start the 14-day pilot with your team. Nothing is charged until day 14.
Start your 14-day pilot