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?

FinPortal CRM is 97, FinPortal Pro with all AI features 147 per user per month (CHF/EUR), annually 970 or 1'470. 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.

Does FinPortal replace a broker management program?

FinPortal is a CRM built around the client conversation, not commission and portfolio administration. Small, advice-led offices run it as their primary CRM; administration-heavy books combine it with a classic broker management program.

What team size does FinPortal suit?

From solo brokers to offices with several advisors. The per-user price stays the same: 97 (CRM) or 147 (Pro) per month, in CHF or EUR.

Software for insurance brokers

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.

Start your 14-day pilot

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.

Who FinPortal is built for

FinPortal is built for solo brokers and small to mid-sized brokerages in Switzerland and the wider DACH region that work advice-first: pensions, health and property insurance, financial planning. The more client meetings fill your week, the more after-meeting work the software takes off your plate.

Alongside a broker management program, or instead of one?

Many offices run a classic broker management program for contracts and commissions. FinPortal does not replace commission accounting; it replaces the manual work around the client conversation: notes, follow-ups, pipeline. Whether it complements your MVP or serves as a lean primary CRM depends on how administration-heavy your book is. For an honest overview of the common programs, see our vendor comparison (linked below).

Two clear prices, both public

FinPortal CRM is 97 per user per month (CHF or EUR) and includes pipeline, browser calling with 600 minutes per user per month (fair use), WhatsApp, and the client portal. FinPortal Pro is 147 and adds the AI: notes, follow-up drafts, transcription, automatic pipeline. A five-person brokerage on Pro pays 735 a month, around a ninth of one loaded Swiss admin hire (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?: FinPortal CRM is 97, FinPortal Pro with all AI features 147 per user per month (CHF/EUR), annually 970 or 1'470. 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.
Does FinPortal replace a broker management program?: FinPortal is a CRM built around the client conversation, not commission and portfolio administration. Small, advice-led offices run it as their primary CRM; administration-heavy books combine it with a classic broker management program.
What team size does FinPortal suit?: From solo brokers to offices with several advisors. The per-user price stays the same: 97 (CRM) or 147 (Pro) per month, in CHF or EUR.

Run your brokerage on a CRM that updates itself.

Start the 14-day pilot with your team. Nothing is charged until day 14.