Notebook with code

Modern broker platform

Helvetia consulting systems


The Helvetia Porta, Online-Extranet and Helvetia Leben Maklerservice Plattform sales systems are operated in parallel and are technically outdated. The plan was to replace them with a newly developed, central, modern and future-proof HelvetiaNet broker platform.


The new broker platform supports the sales partners and increases efficiency by integrating previously isolated applications for TAA, portfolio and claims information, electronic archiving, commissions calculations, the storing of acquisition data and consolidated processing for external sales employees. It also provides online TAA processes with broker management program connectivity and black-box processing.

adesso project roles

Requirements engineers, software developers, testers, test managers and engineers, architects, project managers, scrum masters, usability engineers, management consultants, coaches, business analysts and consultants.

Helvetia is a Swiss insurance company with operations throughout Europe. The insurer was restructured into a holding company in 1996. Helvetia is headquartered in St. Gallen, Switzerland.

Logo Helvetia

Find out more about another project at Helvetia: Construction of the HelBS customer portal

Learn more

Do you have any questions?

There is no website or brochure which can replace a personal meeting to talk about your goals and topics.

We are looking forward to an appointment on site.


Save this page. Remove this page.