Transforming insurance and wealth operations
We empower Swiss brokers and advisers with an intelligent CRM/ERP built for the realities of insurance and wealth management.
Trusted by Swiss insurance professionals
From lead to policy in one flow—our team works faster without switching tools.
Walter Röösli
CEO Schweizer VersicherungenPowering insurance
5 days
Time-to-value for SMB brokers
99.99%
Uptime across Swiss-hosted regions
>50%
Faster policy processing
Built for insurance excellence
Direct CRM communication
Task distribution and monitoring between users within the CRM system
Customer management
Comprehensive customer administration and relationship management
Policy management
End-to-end policy lifecycle with intelligent renewals and streamlined processes
Appointment & task management
Efficient scheduling and task tracking for optimal workflow
Lead & campaign management
Advanced lead tracking and marketing campaign management
Claims management
Streamlined claims processing and case management system
The comprehensive CRM system for modern insurance brokers
We optimize your business processes with our specialized CRM system, developed specifically for insurance brokers.
Benefits
Benefits
Specialized solutions for intermediaries and advisors
We automate your billing processes and optimize the management of your intermediary activities with our specialized system.
Modern security infrastructure
End‑to‑end encryption
Data encrypted at rest and in transit (TLS 1.3, AES‑256)Two-factor authentication
Enhanced security with SMS, email, and authenticator app supportAutomated backups
Daily encrypted backups with point-in-time recovery capabilitiesHigh availability commitment Designed for continuous availability and reliability.
Built for Swiss insurance SMBs
Helvetia Data AG is a Swiss technology company specializing in the development of innovative CRM solutions for the insurance industry. With over 10 years of experience in financial technology, we have developed a system that meets the complex requirements of modern insurance brokers.
Helvetia Data CRM
Fully operational in 5 business days
Other providers
Months to get started
Our system combines cutting-edge technology with Swiss precision and reliability. We understand the challenges of the insurance industry and have continuously developed our solution to meet evolving requirements.
Swiss quality and security
FINMA-compliant compliance
24/7 support and maintenance