Automation for insurance brokers
Atech automates case entry, claims tracking and renewals at your brokerage, so the same team can serve more clients.
Book my free auditWhat Atech solves for you
Forgotten renewals
Policy expiry dates are tracked by hand: a missed renewal is a lost premium.
Double data entry
The same client details are copied into insurer portals, the CRM and Excel.
Claims hard to follow
There's no way to see at a glance where each claim stands and who needs to chase whom.
A few typical cases Atech sets up for SMEs and freelancers in western Switzerland.
Works with your tools
- Automatic reminders before every policy expiry
- Forms and quotes pre-filled from the client record
- Claims tracking with automatic follow-ups
- Quote comparisons generated automatically
- Portfolio dashboard (expiries, premiums, open cases)
- Automatic sending of year-end documents to clients
How it works
Free audit
20 minutes to understand your business, your tools and what's wasting your time.
Fixed-price proposal
A clear solution, a fixed price and a deadline. No surprises, no commitment.
Development
Atech builds the solution around your existing tools and keeps you updated at every step.
Rollout & support
Installation, testing with you, simple explanations. Atech is still there after delivery.
Frequently asked questions
Can you connect to insurers' portals?
When an insurer offers access or an export, Atech integrates it. Otherwise automation focuses on your own tools to remove double entry on your side.
Is my client data protected?
Yes. Confidentiality is guaranteed by contract and hosting is chosen with you in line with the Swiss FADP.
Do I need to change CRM?
No. Atech adapts to your current tools. If you don't have a CRM, a simple custom tool can be set up.
Let's talk about your project
An idea, a need, a question? Describe your project and Atech will get back to you within 48h.
Response time
Within 48 business hours
Location
French-speaking Switzerland
Vaud, Geneva, Neuchâtel, Fribourg, Valais, Jura
Not convinced yet? Check out the portfolio or see the client references.