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• How much do your insurers owe you?

  Commission discrepancies go unnoticed because nobody looks for them. This estimate gives you an order of magnitude in three questions.

• Would your firm pass an inspection?

  The revised Insurance Supervision Act came into force on 1 January 2024. Twelve questions to see where you stand.

• Is your software ready for SAF?

  Exchange formats 5.2.1 and 5.4.1 become inactive in 2026-2027. Every tool built on them will have to migrate. Eight questions to see what lies ahead.

• What is your portfolio worth?

  A broking firm sells at a multiple of its recurring commission. This calculation gives a range from five inputs.