riskAware risk management

Legal basis

The imple­men­ta­tion of risk man­age­ment for SME com­pa­nies makes a sig­nif­i­cant con­tri­bu­tion to the ful­fil­ment of the legal require­ment pur­suant to Art. 716a of the Swiss Code of Oblig­a­tions, accord­ing to which the Board of Direc­tors, as the company’s top man­age­ment, is oblig­ed to organ­ise the account­ing sys­tem, pre­pare the annu­al report, car­ry out finan­cial con­trols and man­age the company.

Prin­ci­ples of risk assessment

From a prac­ti­cal point of view, it is impor­tant for the Busi­ness Judge­ment Rule* to be invoked that these for­mal­i­ties are prop­er­ly observed, that the inter­ests of the com­pa­ny are tak­en into account in the event of con­flicts of inter­est and that the oppor­tu­ni­ties and risks of a busi­ness deci­sion are doc­u­ment­ed. If all require­ments are met, the Busi­ness Judge­ment Rule can pro­vide a defence against alle­ga­tions of a breach of duty.

Oppor­tu­ni­ties for the broker

Sup­port your customers

The four objec­tives of risk man­age­ment:
- Tak­ing respon­si­bil­i­ty
- Opti­mise adhe­sion
- Pro­tect rep­u­ta­tion
- Max­imise profits

Con­tact

La Bel­la Con­sult­ing AG
Old Win­terthur­erstrasse 14A
8304 Wal­lisellen

www.riskaware.ch

Infor­ma­tion and coun­selling
Mar­co La Bel­la
Man­ag­ing Part­ner, Co-Founder
Phone 076 355 55 13 
marco.labella@labella.ch

Sil­via Klja­jic-Canale
Senior Con­sul­tant
Phone 079 585 14 72 
silvia.kljajic@labella.ch

Online Risk Dashboard

risks can be viewed at any time and
can be any can be filtered.

How secure is a cloud?

cur­rent:

Hear­ing Sen­ate
France 2025

read now

Many com­pa­nies are think­ing about obtain­ing some of these ser­vices from the cloud in the future. Well-known providers include Ama­zon, Microsoft, Google etc. The advan­tages for the com­pa­ny are

  • Low­er hard­ware costs per location
  • More secu­ri­ty against failures
  • Small­er eco­log­i­cal footprint
  • Eas­i­er step-by-step scal­ing if required

Large play­ers from the USA have dom­i­nat­ed the cloud from the pub­lic sec­tor. Many com­pa­nies appre­ci­ate the abil­i­ty to con­ve­nient­ly obtain cloud ser­vices, regard­less of where the asso­ci­at­ed data cen­tre is locat­ed. How­ev­er, the move to the cloud is not only being dri­ven by the big tech giants. Swiss providers are in an extreme­ly favourable posi­tion to offer their cus­tomers greater secu­ri­ty. Pri­vate cloud providers can dis­pel many cloud con­cerns.

Let’s take data pro­tec­tion. Not all com­pa­nies want their data to be stored on US or Chi­nese servers. Pub­lic cloud cus­tomers have no say in the loca­tion. What if a secret ser­vice asks the provider, for what­ev­er rea­son, to hand over your customer’s data? This is a par­tic­u­lar­ly sen­si­tive issue when it comes to sen­si­tive data. This is pre­cise­ly where Swiss cloud providers stand out from for­eign providers.

Cloud providers that offer their ser­vices from a pri­vate, Swiss cloud infra­struc­ture use the «Swiss­ness fac­tor» to assert them­selves against inter­na­tion­al tech giants. With a Swiss provider, cus­tomers can be sure that their data will remain in Switzer­land. This is a deci­sive fac­tor for many companies.

Bro­ker­Star is also oper­at­ed in a Swiss pri­vate cloud. Most cus­tomers use this ser­vice. The Swiss Host­ing label ensures that the data remains exclu­sive­ly in Switzerland. 

Cloud providers require a data cen­tre from which the ser­vices offered, such as Soft­ware-as-a-Ser­vice, are pro­vid­ed. This requires the fol­low­ing components.

- Vir­tu­alised stor­age
Stor­age capac­i­ty is pooled from sev­er­al phys­i­cal sys­tems and offered to users as indi­vid­ual, cen­tral­ly con­trol­lable stor­age. The phys­i­cal stor­age is copied and made avail­able as a vir­tu­al «Stor­age Attached Net­work» (vSAN) pool. The appli­ca­tions used from this pool run on vir­tu­al machines (VMs).

- Vir­tu­alised serv­er
With serv­er vir­tu­al­i­sa­tion, CPU pow­er is vir­tu­alised instead of mem­o­ry. Phys­i­cal servers are divid­ed into sev­er­al sep­a­rate vir­tu­al serv­er envi­ron­ments using vir­tu­al­i­sa­tion soft­ware. The users work inde­pen­dent­ly on each vir­tu­al server.

- Vir­tu­alised net­work
Net­work vir­tu­al­i­sa­tion ensures that phys­i­cal net­works in sev­er­al vir­tu­al envi­ron­ments are man­aged inde­pen­dent­ly of each oth­er. Routers or switch­es are man­aged centrally.

- ICT secu­ri­ty
And then you need all kinds of secu­ri­ty devices, from fire­walls with DMZs to virus pro­tec­tion, intru­sion detec­tion and oth­er mea­sures to pro­tect devices, soft­ware and data from mali­cious attacks

Events

Upcom­ing events

Bro­ker­Star User Day 2025

date

Time

Loca­tion

Link

Pro­gramme

Reg­is­tra­tion

Thurs­day, 28 August 2025

11–16.30 hrs

iCi­ty, Reinach BL

https://www.wmc.ch/userday-2025/

Pro­gramme 2025

https://www.wmc.ch/web/anmeldung-dialog

Insur­ance Bro­ker Forum 2025

date

Time

Loca­tion

Link

Pro­gramme

Tues­day, 01 July 2025

08:15 — 16:30 h

Got­tlieb Dut­tweil­er Insti­tute — Rüschlikon

www.fuw-forum.ch

see web­site

IG B2B — Bro­ker­Con­vent 2025 

date

Loca­tion

Link

Pro­gramme

Wednes­day, 22 Octo­ber 2025

Bern­EX­PO

www.igb2b.ch

see web­site

Past events

Forum des Courtiers 2025

date

Time

Loca­tion

Link

Pro­gramme

Tues­day, 27 May 2025

08:00 — 16:00 h

Swiss Tech Con­ven­tion Cen­tre Ecublens

https://www.forum-des-courtiers.ch/

Fly­er Forum ACA 2025

20.11.2024 Swiss Insur­ance Inno­va­tion Award

date

Time

Loca­tion

Pro­gramme

Reg­is­tra­tion

Wednes­day, 20 Novem­ber 2024

in the evening

High-end event loca­tion AURA, Zurich

Pro­gramme

Tick­ets

29.08.2024 Bro­ker Secu­ri­ty Forum

date

Time

Loca­tion

Pro­gramme

Reg­is­tra­tion

Thurs­day 29. August 2024

11:00 — 16:30 h

Inno­va­tion Hub, München­stein BL

Pro­gramme 

Please until 19 August 2024 

20.06.2024 Bro­ker­Star User­day ’24

date

Time

Loca­tion

Link

Pro­gramme

Thurs­day 20 June 2024

13:30 — 17:00 h

WMC IT Solu­tions AG, virtual

Video record­ing

down­load

29.05.2024 Insur­ance bro­ker 24

date

Time

Loca­tion

Link

Pro­gramme

Wednes­day 29 May 2024

08:15 — 16:30 h

Got­tlieb Dut­tweil­er Insti­tute — Rüschlikon

fuw-forum.ch/insurance-broker

see web­site

30.05.2024 Forum des Courtiers

date

Time

Loca­tion

Link

Pro­gramme

Thurs­day 30 May 2024

08:00 — 16:00 h

Swiss Tech Con­ven­tion Cen­tre Ecublens

forum-des-courtiers.ch/invitation

voir site internet

Artificial intelligence and BrokerStar

Arti­fi­cial intel­li­gence (AI) enables sys­tems to learn from a wide range of infor­ma­tion in order to tasks that require human-like think­ing skills. Deep learn­ing can be used to train sys­tems to process large amounts of data and recog­nise data patterns.

The his­to­ry of arti­fi­cial intelligence

The term «arti­fi­cial intel­li­gence“ was coined back in 1956. It is only today that AI is gain­ing in impor­tance thanks to larg­er data vol­umes, high­ly devel­oped algo­rithms and improve­ments in com­put­ing pow­er and data stor­age. AI tech­nolo­gies are nei­ther scary nor intel­li­gent. Instead, it is char­ac­terised by many spe­cif­ic advan­tages in many industries.

  • AI auto­mates learn­ing through rep­e­ti­tion and insights based on data. AI leads to large data reli­ably per­form soft­ware-con­trolled tasks. Nev­er­the­less, human intel­li­gence remains indis­pens­able for set­ting up the sys­tem and deter­min­ing the right questions.
  • AI makes exist­ing prod­ucts more intel­li­gent. In very few cas­es will you be able to buy a stand-alone AI appli­ca­tion. Instead, prod­ucts that you already use will be enhanced with AI capa­bil­i­ties. Automa­tion, chat­bots and intel­li­gent machines can improve many tasks or prod­ucts, from secu­ri­ty and med­ical diag­nos­tics to plant analyses.
  •      AI is adapt­able thanks to gen­er­a­tive learn­ing algo­rithms. Just as the algo­rithm can teach itself to play chess, pro­grammes and prod­ucts can also con­stant­ly absorb such instructions. 
  • AI makes it pos­si­ble to analyse large vol­umes of data. Just a few years ago, it would have been almost impos­si­ble to build a fraud detec­tion sys­tem with AI. Thanks to enor­mous com­put­ing pow­er and big data, things are dif­fer­ent today. The more data is made avail­able for such mod­els, the more pre­cise they become.
  • AI achieves max­i­mum accu­ra­cy thanks to neur­al net­works. For exam­ple, inter­ac­tions with Alexa and Google are based on deep learn­ing. The more we use these func­tions, the more accu­rate they become. In med­i­cine, AI process­es now achieve the same lev­el of accu­ra­cy as well-trained radiologists.
  • AI unlocks the full poten­tial of data. With self-learn­ing algo­rithms, the answers are in the data. AI helps to find them. As data plays a greater role today than in the past, it gives com­pa­nies a com­pet­i­tive advan­tage. Com­pa­nies with the best data gain an edge, even if their com­peti­tors use sim­i­lar processes.

What chal­lenges does the use of arti­fi­cial intel­li­gence present us with?

Arti­fi­cial intel­li­gence is cre­at­ing change every­where. The most impor­tant pre­req­ui­site for AI sys­tems to learn is data. This is the only way to acquire knowl­edge. How­ev­er, this also means that inac­cu­ra­cies in the data are reflect­ed in the results. Today’s AI sys­tems are trained for clear­ly defined tasks. A fraud detec­tion sys­tem is not able to recog­nise a policy. 

How arti­fi­cial intel­li­gence works

Large amounts of data in com­bi­na­tion with fast, iter­a­tive cal­cu­la­tions and intel­li­gent algo­rithms enable the soft­ware to learn auto­mat­i­cal­ly based on pat­terns or fea­tures in the data. AI is a broad field of research and encom­pass­es many the­o­ries, meth­ods and technologies. 

AI and BrokerStar

AI is already being used by means of spe­cialised soft­ware for auto­mat­ic soft­ware test­ing. AI func­tions are also used in the report­ing sys­tem. Cur­rent­ly, the use of Bro­ker­Star data can be accessed. This would allow queries to be made more eas­i­ly, e.g. via oper­a­tion. This also requires spe­cialised tech­nol­o­gy, as main­stream appli­ca­tions such as Chat­G­PT, which obtain data from the pub­lic domain, are not suit­able. WMC is work­ing inten­sive­ly on these fur­ther devel­op­ments, which will be incor­po­rat­ed seam­less­ly into the software.

Source: SAS Institute

 

Release planning

Release 3.8

28.07.2025: Sta­tus planned

in devel­op­ment

  • Revi­sion of the file manager
  • Absen­tee mail notification
  • Fix­ing the table head­ers in the overviews
  • Man­u­al col­umn width adjustable in the overviews

Release 3.7

16.06.2025: Sta­tus definitive

in devel­op­ment

  • API v3 extension
  • Per­for­mance optimisations
  • Code opti­mi­sa­tions

Release 3.6

 

31.03.2025: Sta­tus definitive

deliv­ered
  • Sobra­do BVG — Wage definition
  • Per­for­mance optimisations
  • Code opti­mi­sa­tions

Release 3.5 

27.01.2025: Sta­tus definitive

deliv­ered

  • Revi­sion of the file manager
  • Absen­tee mail notification
  • Fix­ing the table head­ers in the overviews
  • Man­u­al col­umn width adjustable in the overviews

Release 3.6

 

31.03.2025: Sta­tus definitive

deliv­ered
  • Sobra­do BVG — Wage definition
  • Per­for­mance optimisations
  • Code opti­mi­sa­tions

Release 3.5 

27.01.2025: Sta­tus definitive

deliv­ered

  • Addi­tions to BrokerWeb
  • Code opti­mi­sa­tions
  • FIN­MA-Reports for Broker*
     * Deliv­ered sep­a­rate­ly 03/2025

Release 3.4

 

16.09.2024: Sta­tus definitive

deliv­ered

  • Mass dele­tions via mass mutation
  • Group action for tasks, notes, appoint­ments (address­es, poli­cies, claims)
  • Old sta­tus­es are also updat­ed (address­es, policies)
  • A note is dis­played for delet­ed links
  • New fields for advanced search (time/performance)
  • Drop­downs can be select­ed with the Tab key
  • Mul­ti­ple selec­tion in drop­downs with CTRL
  • Dis­play units (time/power)
  • Actions in poli­cies rearranged
  • Glob­al bro­ker­age fees: sim­pli­fied handling
  • Inter­me­di­ary com­mis­sion now in sep­a­rate tab (Poli­cies)
  • New group actions in sev­er­al modules
  • Text box­es are enlarged dynamically
  • Cus­tomer logins can be export­ed, import­ed and edit­ed with Excel

Release 3.3

 

24.06.2024: Sta­tus definitive

deliv­ered

  • Opti­mi­sa­tion of han­dling invoic­ing with automat. filing
  • Dynam­ic font size set­ting in the word processor
  • Expan­sion of the brokerbusiness.ch interface
  • Design change of the group action block
  • Overview of col­umn fix­a­tion of the menu and checkboxes

Release 3.2

 

08.04.2024: Sta­tus devinitiv

deliv­ered

  • New improved release notes
  • Expan­sion of the brokerbusiness.ch interface
  • Change to the autho­ri­sa­tion man­age­ment in the file man­ag­er for mov­ing files and folders
  • New search field for pol­i­cy number
  • Arti­cle search in the order overview
  • all details under Knowl­edge Base

Release 3.1

12.02.2024: Sta­tus definitive

deliv­ered


  • XML revi­sion, delete function
  • Syn­chro­ni­sa­tion of con­tract data with Sobra­do II
    Syn­chro­ni­sa­tion of con­tract data with Sobrado
  • New func­tions in address book and correspondence
  • New func­tions in pol­i­cy, prod­ucts and pre­mi­um calculation
  • Dam­age now mass muta­tion and fil­ter to BrokerWeb
  • File man­ag­er improvement
  • all details under Knowl­edge Base

Release 3.00

15.10.2023: Sta­tus definitive

deliv­ered

  • Bro­ker­Star 3.0, com­plete­ly revised ver­sion with new functions
  • Release notes are dis­played in all languages
  • Update Sym­fony frame­work incl. entire pro­gramme stack
  • Mod­erni­sa­tion Design
  • Autho­ri­sa­tion sys­tem renewed -> per­for­mance gain
  • Renew­al of host­ing infrastructure
  • all details under Knowl­edge Base

Bro­ker­Web 3.0

14.10.2022: Sta­tus definitive

record­ed on 27 Octo­ber 2022

 
  • Bro­ker­Web cus­tomer por­tal com­plete­ly redeveloped
  • Update per cus­tomer indi­vid­u­al­ly as agreed

Release 2.24

14.09.2022: Sta­tus planned

record­ed on 30 March 2023

 
  • Syn­chro­ni­sa­tion of con­tract data with Sobra­do I
  • Improve­ments in the File Manager
  • Mul­ti-fac­tor authentication
  • IG B2B core process­es V‑5.3 -> 5.4
  • Com­plete solu­tion for tele­pho­ny with BrokerStar

Release 2.23 

30.03.2022: Sta­tus definitive

record­ed on 29 March 2022

 
  • Report time expen­di­ture, bro­ker­age, prof­itabil­i­ty (delayed with 2.23.X)
  • Mail sender is also displayed
  • Mark/search com­pressed PDF
  • Con­nec­tion to 3CX tele­phone sys­tem for out­go­ing and incom­ing calls
  • Bro­ker­Web 2.2:  Release 2.6 (deliv­ery 31.05. May 2022)
    - Show the address of the bro­ker oper­at­ing the por­tal in the foot­er
    - Enter/create a claim with­out login/policy
    - Cus­tomis­able news sec­tion on the home page
    - Pro­vide invoic­es to the end cus­tomer via the por­tal (trig­ger­ing noti­fi­ca­tion)
    - dis­play indus­tries with­out con­fig­ur­ing the Bro­ker­Web industries

FINMA Reporting with BrokerStar

New in BrokerStar

Bro­ker­Star includ­ed the FINMA reports in the stan­dard in time for 31 May 2025
- with­out addi­tion­al costs!

FINMA reg­u­la­tions are a headache for some bro­kers. How­ev­er, Bro­ker­Star at least helps with the prepa­ra­tion of the reports that have to be sub­mit­ted to FINMA. A new report has been cre­at­ed specif­i­cal­ly for this purpose.

How­ev­er, it is impor­tant that the nec­es­sary data is entered cor­rect­ly and com­plete­ly. What data is needed?

  • Enter the start of the man­date in the contact
  •  Assign­ment of cor­po­rate or pri­vate client or co-broker
  • Enter the start or last muta­tion for the policies
  • At least the first pre­mi­um invoice for each active policy*
  • Mark can­celled or sus­pend­ed poli­cies accordingly
  • Record all com­mis­sions, bro­ker­age fees and fees from 1 Jan­u­ary 2024
  • Accounts receiv­able must be up to date (includ­ing open bro­ker­age claims)
  • Set­tle all frame­work agreements

Source:

https://www.finma.ch/de/bewilligung/versicherungsvermittlung/berichterstattung-an-die-finma/

FINMA orig­i­nal requirements 

With the pub­li­ca­tion of 17 Decem­ber 2024 FINMA has pub­lished a let­ter for the first time explain­ing the detailed spec­i­fi­ca­tions for the new FINMA report­ing to be sub­mit­ted. This doc­u­ment clar­i­fies which data is to be col­lect­ed and in what form it is to be sub­mit­ted to FINMA. Fur­ther­more, this let­ter sup­ports the tar­get­ed devel­op­ment of Bro­ker­Star with regard to the effi­cient prepa­ra­tion of the required report­ing. As your ser­vice provider, our aim is to make it as easy as pos­si­ble for you to sub­mit the required infor­ma­tion to FINMA.

With this in mind, we would like to point out that it is essen­tial for com­plete report­ing that you as a user main­tain the required fields in Bro­ker­Star. Of course, we will con­tin­ue to inform you about the new fea­tures in FINMA report­ing in the future, so that first­ly you know what has been added to Bro­ker­Star and sec­ond­ly you have enough time to enter your data. We will of course be hap­py to pro­vide you with sup­port for this new function.

Instruc­tions Bro­ker­Star Report 

Registration BrokerStar Userday ’25

Bro­kerStar User­day ’25
WMC a step ahead

Reg­is­tra­tion


I would like to take part in the event.
(Please fill in a sep­a­rate reg­is­tra­tion form for each participant)

Date: Thurs­day, 28 August 2025 11.00–16.30 h

Loca­tion: iCi­ty, Neuhof­s­trasse 11, 4153 Reinach BL
               (park­ing spaces avail­able and pub­lic trans­port)

Mot­to Big indus­try meet­ing with excit­ing peo­ple
             and inter­est­ing information 

 

 

inde­pen­dent

 

dig­i­tal

 

safe

My con­tact details


    News about Bro­ker­Star pre­sent­ed by the WMC team

     

    meet the guests

     

    meet the the team

     

    get the news

     

    Reporting in BrokerStar

    The term report­ing cov­ers all types of analy­ses, whether as a list or a graph­ic and regard­less of the for­mat.

    In the fol­low­ing arti­cle, we explain how the report­ing sys­tem in Bro­ker­Star is struc­tured. We look at tech­ni­cal and licence-relat­ed aspects and show you the var­i­ous options.

    1. the Bro­ker­Star report­ing sys­tem
    2. stan­dard, indi­vid­ual and ad hoc reports
    3. file for­mats
    4. ser­vices

     

    1. the Bro­ker­Star report­ing system

    Bro­ker­Star uses a so-called Busi­ness Intel­li­gence (BI) tool, TIBCO Jasper­soft. This wide­ly used tech­nol­o­gy allows all infor­ma­tion from the data­base to be select­ed and out­put. Data can be rearranged and put into rela­tion as required. The data can also be com­bined with infor­ma­tion from oth­er exter­nal data sources.
     
    2. stan­dard, indi­vid­ual and ad hoc reports
    Bro­ker­Star dis­tin­guish­es between dif­fer­ent cat­e­gories from a licens­ing perspective:
    Stan­dard reports are sta­t­ic analy­ses, i.e. dif­fer­ent lists that are deliv­ered to all cus­tomers as stan­dard in Bro­ker­Star as part of the scope of deliv­ery. These eval­u­a­tions can be graph­i­cal­ly cus­tomised for the bro­ker from 2022.
    Indi­vid­ual reports are cus­tomised analy­ses that are pre­pared specif­i­cal­ly for the bro­ker at the customer’s request. They are not sup­plied as stan­dard to oth­er bro­kers and are sub­ject to a charge. This also includes dynam­ic reports.
    Ad Hoc Reports are analy­ses that are usu­al­ly cre­at­ed by the bro­ker itself. This requires a cer­tain amount of exper­tise com­pa­ra­ble to the cre­ation of more com­plex Excel tables. Of course, ad hoc reports can also be cre­at­ed by WMC. Anoth­er ser­vice is the trans­fer of knowl­edge, e.g. in the form of train­ing. As TIBCO Jasper­soft is a stan­dard prod­uct, there are also var­i­ous train­ing options avail­able on the Inter­net or from third-par­ty providers.
     
    3. file formats

    Reports from Bro­ker­Star can be out­put in all avail­able file for­mats. The most impor­tant of these include PDF/A (legal­ly archiv­able, unal­ter­able PDF), Excel, Word, Pow­er­Point or HTML. The stan­dard reports are usu­al­ly out­put as PDFs. How­ev­er, there are also gener­ic Excel exports for fur­ther pro­cess­ing. For out­put as Word, there is the option of auto­mat­i­cal­ly con­vert­ing the PDF into a Word file.

    Tech­ni­cal­ly speak­ing, TIBCO Jasper­soft offers five dif­fer­ent levels:
    - Lev­el 1: Sta­t­ic reports using an embed­ded report library
    - Lev­el 2: Guid­ed and dynam­ic reports with sim­ple inter­ac­tiv­i­ty, plan­ning, secu­ri­ty and auto­mat­ic distribution.
    - Lev­el 3: High­ly inter­ac­tive reports and dash­boards using the report server
    - Lev­el 4: Ad-hoc reports for self-ser­vice via a BI server
    - Lev­el 5: Self-ser­vice data explo­ration against a data mart using a BI server
     

    4. ser­vices
    Includ­ed in the sub­scrip­tion:
    - All stan­dard reports

    Addi­tion­al ser­vices sub­ject to a charge
    - Cus­tomised adap­ta­tions to stan­dard reports -> Indi­vid­ual reports
    - Indi­vid­ual reports. Dash­boards, cock­pits, Ad Hoc Reports
    - Train­ing

    Licences
    - All reports from lev­el 2 require the licens­ing of the MIS module

    Jaspersoft 

    PDF Document 

    Analysis with BI 

    PDF Document 

    Five Levels 

    PDF Document 

    Standard reports 2025 

    Link to the manual 
    In progress 

    Digital process partners

    IG B2B
    Bro­ker­Star was the first bro­ker soft­ware to exchange data via the DXP in 2014. All avail­able core process­es are sup­port­ed today. Bro­ker­Star is an impor­tant pio­neer and part­ner of IG B2B.
    IG B2B.

    Eco­Hub
    The data exchange plat­form has been an inde­pen­dent AG since July 2022. WMC is the only soft­ware man­u­fac­tur­er among the share­hold­ers. A com­mit­ment to dig­i­tal­i­sa­tion and indus­try stan­dards.
    myecohub.ch

    Sobra­do
    In addi­tion to ten­ders and bid com­par­isons, the trans­ac­tion plat­form also offers an AVB data­base, the man­date process and con­tract import and syn­chro­ni­sa­tion. An impor­tant addi­tion to dig­i­tal­i­sa­tion.
    Sobra­do-Sync

    Bro­ker­Web
    Infor­ma­tion and doc­u­ments are exchanged with pol­i­cy­hold­ers via the cus­tomer por­tal. Many func­tions facil­i­tate data pro­tec­tion-com­pli­ant col­lab­o­ra­tion.
    Bro­ker­Web

    3C Pen­sion por­tal
    Pen­sion, retire­ment, finan­cial and tax plan­ning in direct con­nec­tion with Bro­ker­Star. 3C is used by many insur­ers. Indis­pens­able with pri­vate clients.
    3C pen­sion portal

    One Bro­ker
    The process for automat­ing invoic­es and incom­ing mail can be com­bined with Bro­ker­Star. The lat­est tech­nol­o­gy extracts data from dif­fer­ent Sources.
    Five Infor­matik AG

    3CX Tele­pho­ny
    With this pop­u­lar tele­phone sys­tem, calls can be made direct­ly to and from Bro­ker­Star. In addi­tion to con­ve­nience and reli­a­bil­i­ty, the low costs are also impres­sive. 3CX is also avail­able as a vir­tu­al ser­vice.
    Com­plete tele­pho­ny package

    Mail syn­chro­ni­sa­tion
    Cal­Dav / Car­Dav is a stan­dard for con­nect­ing to a mail sys­tem such as Out­look, Google and oth­ers. So that all infor­ma­tion is also stored in the Bro­ker­Star sys­tem.
    Mail syn­chro­ni­sa­tion

    brokerbusiness.ch
    Sup­port for cus­tomer advice with intel­li­gent work­flows in con­junc­tion with Bro­ker­Star so that all impor­tant aspects are tak­en into account. Con­cen­trat­ed exper­tise for first-class advice.

    Finan­cial account­ing inter­face
    With the account­ing inter­face, account­ing-rel­e­vant trans­ac­tions can be trans­ferred direct­ly to Sage or Aba­cus programmes.

    Sunet plus
    The inter­face in the area of per­son­al insur­ance that reports claims direct­ly to insur­ers — via Bro­ker­Web — BrokerStar.

    Lloyd’s Swiss Bro­ker / Frame­work agree­ments
    The mod­ule allows the entire process for the cov­er­hold­er, from pol­i­cy issuance and invoic­ing to report­ing. The solu­tion is audit­ed by Lloyd’s. Policing/mass fac­tor­ing

    Tips and tricks

    Instruc­tions for the pro­gramme
    In the WMC pro­grammes there is a but­ton at the bot­tom right of the page Knowl­edge Base. This will take you to the online man­u­al. You can find the desired func­tion via the con­tent tabs on the left-hand side or direct­ly via the prac­ti­cal full-text search at the top. The tuto­ri­als on YouTube are also help­ful. And if you can’t find what you’re look­ing for straight away, our hot­line can help you on 061 716 11 66.

    Import all con­tract data
     WMC pro­vides an Excel tem­plate free of charge, which most insur­ers fill in with the con­tract data. Some insur­ers pro­vide Excel files that still need to be refor­mat­ted. The data can then be import­ed into Bro­ker­Star. The new con­tract data can then be stored auto­mat­i­cal­ly using the IG B2B process Con­tract cre­ation. Some insur­ers even sup­ply the PDF of the pol­i­cy, which is auto­mat­i­cal­ly saved in BrokerStar.

    DXP vs. projects
    Eco­Hub offers two dif­fer­ent options for data exchange. The DXP sup­plies data that is auto­mat­i­cal­ly read into Bro­ker­Star. Any incor­rect data is dis­played in Bro­ker­Star. The process­es (for­mer­ly Giraffe) pro­vide the iden­ti­cal data, which must be entered man­u­al­ly. Eco­Hub does not allow you to use both ser­vices. You must decide in favour of one vari­ant. As Bro­ker­Star always sup­ports the lat­est IG B2B stan­dards, you should choose the DXP vari­ant. The WMC hot­line will be hap­py to help you get start­ed or answer any ques­tions you may have.

    The com­plete cus­tomer his­to­ry
    Do you want a com­plete overview of all cus­tomer activ­i­ties? Then it makes sense to inte­grate mail syn­chro­ni­sa­tion and tele­pho­ny. This allows you to dis­play all mails and tele­phone notes via the his­to­ry view. You get a com­plete overview of all events and, with the time record­ing func­tion, all work per­formed. The hot­line will be hap­py to show you how this works. 

    Cook­ies
    Do Bro­ker­Star and Bro­ker­Web use cook­ies? Yes, but only so-called ses­sion cook­ies. These do not allow the pages vis­it­ed to be tracked. There­fore, no noti­fi­ca­tion is nec­es­sary when the page is called up. A com­plete­ly dif­fer­ent aspect is the influ­ence of cook­ies on web appli­ca­tions. With all web solu­tions, includ­ing Bro­ker­Star, it is advis­able to delete the cook­ies in the brows­er from time to time or if errors occur. The func­tion can be exe­cut­ed sim­ply by press­ing CTRL + F5 at the same time.

    Delete cus­tomer data
    The new Data Pro­tec­tion Act (nDSC), which comes into force on 1 Sep­tem­ber 2023, requires that per­son­al data that is no longer required or can be delet­ed at the customer’s request. The End of man­date field in the cus­tomer mas­ter can facil­i­tate the dele­tion func­tion. This makes it easy to cre­ate selec­tions of the data to be delet­ed. For secu­ri­ty rea­sons, dele­tion via mass muta­tion is not pos­si­ble by the user. How­ev­er, WMC does this work free of charge as part of its stan­dard support.

    Ten cool func­tions
    Bro­ker­Star has many func­tions that make your dai­ly work eas­i­er. Here are ten of them that you may not yet know. Did you know that Bro­ker­Star sup­ports all MS Office func­tions or that invoic­es can be sent to your cus­tomers auto­mat­i­cal­ly and ful­ly elec­tron­i­cal­ly or that file stor­age can be mapped like in Win­dows Explor­er or that many set­tings can be con­fig­ured indi­vid­u­al­ly for each user?.
    Read more in the overview