PreviAI
Client 360 for Swiss independent brokers

Add a client. Upload the documents.
See the whole 360.

PreviAI is the broker-controlled workspace that turns a messy client file into a source-linked 360 analysis, gap map and dossier draft — in minutes, not afternoons. Advice, product choice and approval stay with you.

Request demo See the workflow
4–6 hours to under 30 minutesEvery figure source-linkedThe broker owns the advice
The problem

Clients do not arrive with one product need.

A Swiss broker is asked to understand the full financial situation: retirement, protection, family changes, property, tax, investments and business benefits. The work is 360 by nature, but the operating layer is usually split across PDFs, Excel, portals, calculators and CRM notes.

One life, many financial gaps

A new mortgage can affect protection. A family change can affect pension planning. A business owner may need private and SME coverage in the same conversation.

The work spreads across systems

Documents, calculations, policy data, meeting notes and product comparisons rarely live in the same reviewable client file.

Every recommendation needs a trail

Brokers need consumer-grade clarity for the client and broker-grade evidence for review, compliance and future follow-up.

One workspace

One workspace. The whole client.

Documents, goals and life events in — a broker-reviewed strategy and dossier out. Not a CRM with folders, not a calculator with exports.

Gap mapGaps across every pillar — visible before you prioritize

Protection, pension, wealth, mortgage and SME questions stay on one screen while you decide what matters first.

Source trailEvery figure leads back to its document

Deterministic calculations, confidence scores and a visible line from the number to its source.

DossierVersioned dossier record

Versioned, source-referenced dossier material — assembled for your approval.

Customer loopThe analysis becomes a secure mobile connection

Request documents, release reports, capture life events — the relationship stays alive between meetings, without email chaos.

Workflow

How a 360 advisory file moves through PreviAI

The workflow mirrors how strong Swiss brokers work: understand the full picture, make the gaps visible, then turn the broker’s strategy into a clear client dossier.

1Intake

Pension certificates, insurance documents, tax context, property notes and client priorities enter one file.

2Map

PreviAI structures facts and flags missing information before the broker moves into strategy.

3Diagnose

Protection, retirement, wealth, mortgage and SME-benefit questions are kept visible together.

4Review

The broker reviews values, edits rationale and chooses the product path; PreviAI does not make the advice decision.

5Dossier

Dossier material, source references and follow-up triggers are assembled for broker approval.

Control boundary

Software for brokers. Not a shadow adviser.

PreviAI supports your workflow. You remain the adviser, the decision-maker and the client-facing owner.

  • No policy sale by PreviAINo contract conclusion, premium collection or insurer commission by the platform.
  • No automatic client recommendationThe broker reviews values, product rationale and dossier material before anything reaches the client.
  • All pillars, broker controlledClient 360 spans your advisory pillars: PreviAI structures the work, you own advice and product selection.
Benefits

One workspace, three winners.

For you as the brokerYour digital back office

Freshly independent or with a full client book: intake, analysis and dossier run in one file — annual reviews without hunting for documents.

Benefits for brokers →For your private clientsA whole financial life, explained clearly

Pension, protection, mortgage and wealth in one picture — plus a secure app for documents, reports and life events.

Benefits for private clients →For your business clientsCompany and owner from one hand

BVG affiliation, staff benefits and the owner’s private cover — connected in the same file, the way large providers can only manage inside a group.

Benefits for business clients →

FAQ

What is PreviAI?
PreviAI is the Client 360 workspace for Swiss independent brokers. It helps structure client documents, goals, risks and life events into a broker-reviewed strategy and dossier across insurance, investments, mortgages, pension and SME benefits.
Which advisory pillars are included?
PreviAI launches as a Client 360 workspace across protection, wealth, mortgage, tax, pension, SME benefits and life-event reviews. The product supports the broker’s workflow across those pillars while the broker owns advice and product selection.
Who is it built for first?
The beachhead is the newly independent broker who has left a tied insurer or sales force and no longer has the insurer back office. Established solo brokers and small brokerages are the next fit.
Does PreviAI make the advice decision?
No. PreviAI structures the file, drafts support material and keeps sources visible. The broker reviews values, chooses products, edits the rationale and issues the final client-facing advice.
Is PreviAI an intermediary?
No. PreviAI is B2B software. It does not sell policies, conclude contracts, collect premiums or take insurer commission. The broker remains responsible for advice, disclosure, product choice and client delivery.
How does the AI stay controlled?
AI is used for document reading, summaries and draft support. Money figures and compliance-critical facts stay grounded in deterministic calculations, source documents, confidence scores and broker approval.
What does PreviAI cost?
PreviAI has three customer-book plans from CHF 399 per month. Every plan includes unlimited users and all AI capabilities. There is no revenue share or commission share.

Advise holistically. Every figure with a source.

Start with one Client 360 workflow: a guided demo on one client file — documents in, broker-reviewed strategy and file out.

Request demo