PreviAI vs. cleva.ch
Admin software administers. PreviAI adds the advice.
Modern broker administration like cleva.ch organises clients, policies and appointments. PreviAI starts at the advisory content: documents become a 360° analysis, gaps become visible, the dossier is built source-linked.
TodayWith PreviAI
Client and policy administrationSource-linked 360° analysis
Documents as storageDocuments as a data source with confidence
Admin focusAdvisory and dossier focus
Appointments and tasksGap map, strategy and dossier
If your administration works, PreviAI does not replace it — it delivers the advisory layer it lacks.
Statements about third-party products are based on publicly available information and describe different areas of focus, not quality judgements. All comparisons
The best comparison is your own case.
Bring an anonymized case example — we will show you the difference on it.