Analysis and steering
The problem
A premium total alone does not show how concentrated your portfolio is.
An insurer may pay correctly most of the time but make repeated errors in one class.
Comparing matched lines helps uncover recurring discrepancies.
What Tacita does
Concentration
Share of the portfolio by insurer and client.
Actual yield
Commission received against time spent.
Loss ratio
Claims viewed by class.
Payments
Payment reliability by insurer.
Portfolio value
Estimate based on recurring commission.
An example
In the fictional preview, 97 % of Allianz Suisse lines and 81 % of Assura-Basis lines are matched. Fictional example.
Common questions
- How do you check a commission statement in Switzerland?
- Why might a Swiss commission statement omit policy numbers?
- Which software should a Swiss insurance broker choose?