Software for insurance brokers, compared.
An honest look at the kinds of software insurance brokers and financial advisors use, and where a self-updating CRM like FinPortal fits.
This guide is about software for insurance brokers and financial advisors (Versicherungsmakler and Finanzberater), not real estate tools (Immobilienmakler software like onOffice or FlowFact). The established broker tools in this market include broker management programs such as keasy, assfinet, and ammon. Rather than make claims about any one product, the table below compares the three broad approaches so you can place any tool you are evaluating.
Classic broker management programs (MVP)
Broker management programs (Maklerverwaltungsprogramme) are the established backbone for many brokerages: contracts, commissions, and client records in one system. They are strong at administration and compliance records, but the day-to-day data entry is still manual. You type the notes and write the follow-ups yourself.
General CRMs
A general CRM (the kind used across many industries) is flexible and familiar, but it is not built for advice-led insurance work, and it still expects you to keep it up to date by hand. Meeting notes and follow-ups usually mean a second tool bolted on.
FinPortal: a CRM that keeps itself up to date
FinPortal is built for insurance brokers and financial advisors and does the after-meeting admin for you. It drafts notes, next steps, and follow-ups, advances the pipeline automatically, and keeps recording, transcription, and AI processing on your own computer. You review before anything goes out.
Side by side
How the three approaches compare on the things brokers feel every day.
| Criterion | Broker management program | General CRM | FinPortal |
|---|---|---|---|
| Built for | Insurance / financial brokers | Industry-neutral | Insurance brokers & financial advisors |
| Data entry after a meeting | Manual | Manual | Automatic, you review |
| Notes & follow-up drafts | Manual | Manual or add-on tool | Drafted automatically |
| Pipeline updates | Manual | Manual | Advances as you talk |
| Recording & AI processing | Varies | Varies | On your own computer |
| Calling & WhatsApp on the record | Sometimes | Sometimes | Included |
| Price | Varies | Varies | CHF 197 / user / month, all-in |
Categories are generalisations to help you place a tool, not claims about any specific product. Always check current features with the vendor.
Frequently asked questions
- What is the best software for insurance brokers?
- The best tool depends on what you need most. For administration and commission records, a broker management program is strong. If your biggest cost is the admin after client meetings, a self-updating CRM like FinPortal removes that work by drafting notes and follow-ups and updating the pipeline automatically.
- How is FinPortal different from a broker management program?
- Broker management programs are built around contracts, commissions, and records, with manual data entry. FinPortal is built around the client conversation: it captures the meeting and drafts the notes, follow-ups, and pipeline updates for you, with data kept on your own computer.
- Is FinPortal for real estate agents?
- No. FinPortal is for insurance brokers and financial advisors. Real estate tools (Immobilienmakler software) are a separate category and a separate audience.
- Can I try FinPortal before committing?
- Yes. There is a 14-day pilot with a card on file. Nothing is charged until day 14, and you can cancel anytime.
Compare it the honest way: on your own meetings.
Run the 14-day pilot with your team. Nothing is charged until day 14.
Start your 14-day pilot