As an insurance broker you bring need and cover together: people who want to protect a risk, and tariffs that fit. Your value lies in finding the right one among many offers – yet that knowledge tends to scatter: tariffs in comparison portals, client requests in your inbox, the state of each application only in your head. snori brings it all into one place before your next advisory meeting.
Why the overview breaks down so quickly
Between first meeting, comparison, application and issuing you juggle dozens of threads: who needs what cover, at what budget? Which tariff fits, which has already been placed? Where does this closing stand, and which upfront or portfolio commission is actually due? As long as those facts live across a portal, spreadsheets and sticky notes, you never find the right tariff for a need at a glance – and you lose sight of commission that was long earned.
How snori sets up your broker's day
You create a workspace, pick the broker template world – and your space is ready. snori is not a comparison engine or a portfolio system plugged into pools; it is your tidy second brain: tariffs as an overview, clients as a record, every closing as a pipeline. Not a blank page, but a thought-through foundation you adapt to your lines of business. You start working immediately instead of inventing an order first.
The pages snori creates for you right away
- Tariffs & policies – a table with line of business, premium, insurer and status from available to placed
- Lead list – who needs what cover, with need, status and next step
- Client record – one template per client: master data, need and history
- Closing pipeline – brings need and tariff together, with commission, deadline and next step
- Insurers & partners – carriers and pools with terms and status
- Tasks, marketing, knowledge, documents – for follow-ups, a content plan and an AI prompt pack
- Practical tips – how to build an enquiry form, turn a tariff comparison into a shareable page and steer your pipeline with colour rules
Your AI helps out – only as far as you allow
Connect ChatGPT, Claude or another AI directly to your workspace. It then explains a tariff in plain words, matches a need against your offers, or summarises which applications are not yet issued – but strictly within the limits you set. Your AI can never do more than you can: for each area you decide whether it may only read, add to, or touch nothing at all. And because snori versions every change, nothing is lost when you experiment. snori also runs entirely without AI – the connection is an extra, never a requirement.
Share comparisons and offers with a link
A tariff comparison for a client, a retirement-cover offer: in snori you turn any page into a shareable link – with no account needed for the recipient. You add your own logo, hide the snori note, protect it with a password or expiry date, and see in the statistics how often it was opened in the last 24 hours, 7 or 30 days. Your offer looks like a clean advisory document instead of a loose attachment – and the rest of your workspace stays private.
Secure, German, nothing gets lost
Client data and contract documents are especially sensitive. snori stores your data encrypted in an ISO/IEC 27001-certified data center in Germany, two-factor sign-in is mandatory, and every page can be rolled back to an earlier state. Deleted items sit in the trash for 30 days. So you work with peace of mind – even when an AI is writing alongside you.