Portfolio and policies
The problem
Policy expiry alone does not tell you when you must act. The cancellation deadline must be calculated.
Clients, contracts, mandates and premium changes should remain in one record.
A changed premium changes the commission due. Its history must be retained.
What Tacita does
Clients and policies
Contacts, mandates and standardised cover in one record.
Dated premiums
Every change recalculates expected commission to the day.
Cancellation deadline
The diary shows the notice deadline, not just the expiry date.
Swiss register
Company name, business ID and registered office populated on entry.
An example
In the fictional example, the cancellation deadline is 02.10.2026 for a policy expiring 31.12.2026 with 90 days of notice. 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?