Tacita for independent brokers

Working alone or as a pair, keep policies, deadlines and statements together.

Know your portfolio

Clients, policies and premiums stay connected in one record. The diary calculates the cancellation deadline, not merely the expiry date.

Check what was paid

Tacita reads paper or electronic statements, finds policies and recalculates expected commission. You decide what to do with unresolved lines.

Start at your pace

Solo Standard covers up to 400 active policies for 149 CHF excl. VAT (161.07 CHF incl. VAT) per month, Solo Premium costs 249 CHF excl. VAT (269.17 CHF incl. VAT). Users are unlimited. Assisted migration is optional; you can import your own data.