The Swiss AI platform for insurance brokers
BrokerStar Next adds to your existing CRM. Twenty-seven AI functions take over routine work and sharpen the quality of your advice. Hosted in Switzerland, compliant with FINMA and the revised Data Protection Act, with no retention of your data.
Sound familiar?
Six tasks that eat into every day and are never quite finished.
Preparation takes too long
Before every meeting you comb through notes, emails and the policy portfolio. That swallows the time you need for advising.
Writing up minutes takes time
After each meeting, the VVG documentation is waiting. Essential, but slow and error-prone when done by hand.
Coverage gaps stay invisible
The cross-selling potential in your own portfolio often surfaces only when it is too late.
Deadlines slip through
Keeping track of renewals and cancellation deadlines is tedious, and any miss is a liability risk.
Clients expect availability
Claims and questions arise at all hours. Outside office hours, the client is left alone.
Reconciling commissions by hand
Insurer statements arrive in every format. Matching them against your target rates ties up controlling resources.
Built on the foundation you trust
BrokerStar Next is not a standalone system. The AI sits on top of your existing data. Your CRM stays the system of record; the intelligence comes on top.
What already exists
- Complete policy portfolio across all lines
- Contract data: premium, deductible, sum insured, commission
- Claims history for every client
- Contacts, master data and communication history
- Over 20 years of historical interaction data
What we add
- An AI engine that queries your data securely
- Hosting in Switzerland, in Swiss data centres
- Masking and encryption of sensitive information
- Broker sign-off on every action with legal weight
- A tamper-proof audit trail, compliant with FINMA requirements
27 AI functions, switched on one at a time
Each group activates separately. You start where the benefit is greatest.
Digital client data, and legally secure
Swiss insurance data is highly sensitive. Uncompromising security requirements apply before the first AI call.
Hosting in Switzerland
All AI access runs in Swiss data centres. No data leaves the country. ISO 27001 and SOC 2 Type II.
Compliant with FINMA & the revised DPA
Designed for FINMA Circular 2018/3, the revised Data Protection Act and the modernised Insurance Supervision Act. Complete, tamper-proof documentation.
No data retention
Contractually guaranteed: your broker and client data is never used to train third-party models.
Masking & encryption
AHV numbers, IBANs and health data are masked and encrypted at field level.
Human sign-off
No AI output with legal consequences goes out without review. The broker approves; the AI only proposes.
Tamper-proof audit trail
Every AI action is logged: timestamp, model version, user. Immutable, kept ten years, verifiable by FINMA.
What's coming, and when
We ship what saves you the most time first, building on the data you already have.
Foundations
Security architecture, AI engine and human sign-off. Nothing visible yet, but the prerequisite for everything else.
First release
The four most powerful functions: renewal reminders, 360° briefing, claims triage and the AI inbox. Plus the policy in plain language and renewal reminders in the client portal.
Feature expansion
Coverage gaps, quote comparison, lead generator, LSV+ minutes, commission reconciliation and the client portal with claims self-service.
Advanced functions
Plain-language reporting, email coach, client-loss prediction and the semantic document archive, trained on real production data.
Market leadership
Automatic form filling, KYC onboarding, quality control, market radar and compliance monitor. Expansion to Liechtenstein and Austria.
Be there from launch
Sign up for the waitlist. You'll be among the first to access the beta, see the roadmap and help shape the functions.