reference helvetia

Modern broker platform

Helvetia consulting systems

The challenge

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Online-Extranet and Helvetia Leben Maklerservice Plattform sales systems are operated in parallel and are technically outdated.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.

Icon list

The solution

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.


About the customer

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.

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

Learn more

Do you have any questions?

Christopher Martin

Your point of contact
Christopher Martin

+49 231 7000-7000

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.

1st Place

adesso is Germany's best employer

Read more