Tacita in the Swiss insurance brokerage ecosystem
EcoHub, IG B2B, Sobrado: what Tacita already exchanges with the industry, what is being prepared and what is not.
Brokerage software is also judged by what it can receive from insurers. Here is the exact state of Tacita’s connections. We only call something available if you can use it today.
Who does what
IG B2B for Insurers + Brokers
A neutral nonprofit association bringing together insurers, brokers and software providers. It defines the information and processes for digital exchanges between insurers and brokers.
EcoHub
The industry platform operated by EcoHub AG makes these standards available and carries the exchanges. Its Standard API Framework (SAF) replaced DXP: when you hear DXP, it means the same channel under its former name.
EcoHub Processes
EcoHub’s application lets brokers without connected software receive IG B2B process data, launch new processes and read XML files.
Sobrado
A private tendering and offer comparison platform for brokers and insurers, connected to several brokerage software products.
Connection status
| Exchange | Status | What this means |
|---|---|---|
| IG B2B standard commission statements (XML, versions 5.2.1 and 5.4.1), downloaded from EcoHub Processes | Available | You upload the file. Tacita creates the statement, matches each line to its policy and rejects a file that was already imported. You identify an unknown insurer once; Tacita then recognises it. |
| Automatic receipt of statements through EcoHub SAF | In preparation | Reading is the same as for an uploaded file: only transport changes. The connection requires technical certification by EcoHub AG. We will publish a date once certification has begun. |
| Other IG B2B processes through SAF: invoices and reminders, mandates, claims history, policy issuance, offers | Planned | They will follow the statements, one process at a time, starting with the one that saves you the most time. |
| Sobrado | No interface | Tacita has no interface with Sobrado. You can continue tendering in Sobrado; Tacita records the insurers approached, the selected insurer and why other offers were rejected. |
| Importing your portfolio from Excel | Available | Your clients and policies are imported from your files, with assistance to check that nothing is lost. |
Why start with statements
This is the exchange where manual entry costs the most and mistakes most easily go unnoticed. Reading a statement line by line and matching it to its policies helps reveal a misapplied rate, a missing commission or an unexpected clawback.
This is also what the law requires a broker to be able to provide: an untied intermediary must disclose the amounts actually received to a client on request (art. 45b para. 3 ISA).
Our rule for this page
We only mark something “Available” if you can use it that day, and we do not publish a date while it depends on someone else. The update date is shown at the top of the page.
Frequently asked questions
What is the difference between DXP and SAF?
None for you: Standard API Framework (SAF) is the new name for EcoHub’s exchange channel, formerly called Data Exchange Proxy (DXP).
Do I need to be an IG B2B member to import statements?
Tacita requires no affiliation to read the file. Access to EcoHub Processes, where you download your statements, depends on your arrangements with IG B2B and EcoHub.
Not all my insurers deliver in IG B2B format. What can I do?
Statements received another way can also be uploaded to Tacita and matched against your policies.
Does Tacita replace Sobrado?
No. Sobrado handles tenders and offer comparisons. Tacita manages your portfolio, statements, claims and compliance, and records your tenders.