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Your entire firm, in one tool.

Portfolio, claims, compliance, business development, client portal. And the checking of your commission statements, which nobody else does.

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Hosted in Switzerland. Unlimited users. Ready for SAF.

Décompte Allianz · février 2026

5 lignes · rapproché

  • DEMO-ALL-9000Atelier Verdon SA

    attendu 11.18reçu 11.180.00

  • DEMO-ALL-9008Imprimerie Chavannes

    attendu 4.33reçu 4.330.00

  • COLL-9016Quincaillerie Bertholet

    identifiant déjà appris

    attendu 106.72reçu 106.720.00

  • DEMO-ALL-9024Yverdon Traiteur SA

    attendu 274.00reçu 82.14−191.86

Écart détecté : 191.86 CHF

1,5 %
d’écart moyen sur le courtage
8
compagnies en moyenne par cabinet
50 %
des décomptes encore sur papier
2026-2027
bascule SAF du standard d’échange

Sources : observations de branche et données EcoHub.

What Tacita covers

Everything a broking firm has to run, with no paid add-on modules.

  • Portfolio and policies

    Corporate and private clients, contracts, standardised cover, premium movements. The diary calculates the cancellation deadline, not the expiry date: that is the only date after which nothing can be done.

  • Commissions

    Dated agreements, expected commissions, statement reconciliation that learns, documented discrepancies, clawbacks on early cancellation. No other tool does this.

  • Claims

    Notification, movement tracking, reserves and settlements, loss ratio by class. No medical data is stored.

  • ISA compliance

    Broking and study mandates, client disclosure with five levels of proof, continuing education. The screen tells you who is not in order before an inspection does.

  • Business development

    Prospecting with calculated potential, opportunities, quotation comparison where exclusions count as much as price, tenders based on multiple signals.

  • Documents

    Upload by drag or email, reading in your browser, automatic filing, full-text search, sharing by signed link. Antivirus checking on every file.

  • Analysis and steering

    Concentration by insurer and by client, actual yield, loss ratio by class, payment reliability. Figures no broker calculates today.

  • Client and insured portal

    Your clients view their contracts and claims. Your group insured members view their own cover, without seeing colleagues or their employer's premiums.

And what nobody else does

Your insurers send statements every month that nobody checks. Tacita reads them, finds your policies, recalculates what was owed, and shows you the discrepancies.

Why commissions go unchecked

  • Checking one statement takes half a day

    Find the policy, pull up the agreement, recalculate pro rata, compare. Across three hundred lines and eight insurers, nobody does it.

  • No Swiss statement carries a policy number

    They carry a group contract, a foundation number, an internal reference. That is what makes matching impossible with an ordinary tool.

  • More than half still arrives by post

    Connecting to the industry platform covers only part of the volume. Software that can only read structured feeds is of little use to you.

How Tacita checks them

  1. You upload the statement

    Scanned PDF, a file received by email, or a download from the platform. Reading happens in your browser.

  2. It finds your policies

    By number, by group contract, by approximate name. Whatever it cannot recognise, it asks you about.

  3. It learns from your corrections

    You match one line by hand once; the next statement from the same insurer matches itself.

  4. It recalculates what was owed

    According to your agreement, pro rata for the period. A May line is compared with one twelfth of an annual commission, not with the full amount.

  5. It shows the discrepancies, with the calculation

    "Expected 329.30 for May, pro rata of 3 877.50 over the year." A sentence you copy straight into an email to the insurer.

  • Ready for SAF, with no migration to endure

    Exchange formats 5.2.1 and 5.4.1 become inactive in 2026-2027. Tools built on them will have to migrate. Tacita starts on the new standard directly.

  • Learning, not data entry

    A reference matched once is remembered. Tedious work is not repeated.

  • Priced by volume, not by seat

    Unlimited users. Nobody hesitates to open one more account.

  • What it does not do, and says so

    It never invents a discrepancy. Where it cannot compare, it says so rather than claiming a shortfall that does not exist.

See Tacita on your own statements

Thirty minutes, no commitment. Bring a real statement if you wish.

Request a demonstration