The "Insurance" module gives you an overview of all your insurance portfolios

It allows you to have at hand

  • the next dates of payment and amounts due
  • the total amount of the annual premiums
  • a history of premiums
  • a history the claims

A good portfolio management will allow you to avoid duplication and reduce costs

assurances module en

Click on the link below to download the user's manual for this module (in French only)

logo swiss label 140

Subscribe to our newsletter