Tacita for established brokerage teams
When several people serve the same clients, permissions, deadlines and discrepancies need to stay clear.
Shared portfolio
Records bring together clients, contracts, cover and documents. Each broker sees only the data permitted to them.
Check statements
Incoming lines are compared with expected commission calculated from schedules and premiums. Discrepancies are explained, and previously matched references are retained.
No seat-based price
Broker Standard costs 390 CHF excl. VAT (421.59 CHF incl. VAT) and Broker+ Standard 790 CHF excl. VAT (853.99 CHF incl. VAT) per month. Premium costs 590 CHF excl. VAT (637.79 CHF incl. VAT) and 1 190 CHF excl. VAT (1 286.39 CHF incl. VAT) respectively. Users remain unlimited as the team grows.