In mid-June, Union Swiss Brokers hosted its first training session in Burgdorf featuring the new AI-powered advisory tool, Sothura Safe. What the participants experienced was more than just a product presentation. They gained insight into the future of insurance consulting.
Silvio Siegenthaler, founder of Sothura Safe and a former Vaudoise employee, originally developed the tool for his own use. Frustrated by fragmented workflows, scattered systems, and the administrative burden of day-to-day consulting work, he created a platform that brings policy analysis, client documentation, account management, and new client acquisition all under one roof. The idea behind it is as simple as it is ambitious: one system instead of five thousand.
For Union Swiss Brokers, this launch is a special milestone: The company is the first broker to implement Sothura Safe in production. Starting July 1, all employees will receive their login credentials. The system is scheduled to be made available to the broader market on September 1.
What the Tool Can Really Do
The training session centered on a live demonstration. Siegenthaler uploaded a daily sickness benefit insurance policy. The tool not only recognized the text but also understood the insurance-related context behind it. Within 60 seconds, coverage modules, notice periods in accordance with VVG 35a, and potential coverage gaps were laid out on the table.
The knowledge base behind it is substantial: Over 12,000 verified Swiss insurance documents have been fed into a so-called RAG (Retrieval-Augmented Generation) database, within which the AI operates exclusively. This structurally prevents hallucinations. If the tool does not know a confirmed answer, it states this clearly.
Data protection was another key focus. The database is located in Zurich, and sensitive information is pseudonymized before being processed by the AI. The AI itself is based in Belgium but is fully integrated in compliance with data protection regulations. According to Siegenthaler, the security level is almost on par with that of a bank.
Clients, New Customers, and the Future of Chat
In addition to policy analysis, the demo showcased other modules: the ability to issue a power of attorney directly from within the tool, including QR code signatures and legally valid signatures. Integration with the BrokerStar CRM system is in progress; the interfaces are already in place.
The discussion became particularly lively during the module on new customer acquisition. The system suggests newly founded companies in defined regions and industries on a daily basis, crawls their websites, and prepares automated initial contact emails.
Learning in Everyday Brokerage: Knowledge That Sticks
Still in development but already announced is Learncards: a digital learning platform that the founding duo plans to launch by the end of the year alongside Sothura Safe. The concept is reminiscent of traditional flashcards, but it is AI-powered and grounded in neuroscience. Expert knowledge from the world of insurance and risk is presented in such a way that it is absorbed directly into long-term memory in small units and integrated into everyday work. So, for example, if you ask a question during work about a coverage gap or a collective bargaining agreement, you could in the future not only receive an answer but also an immediate learning prompt related to it.
thebrokernews is covering the campaign
Thebrokernews is providing journalistic coverage of Sothura’s market launch. The platform has been covering the Sothura Safe campaign from the very beginning, starting with an interview with the two founders, Silvio Siegenthaler and Michel Di Vito (see: Read more). Union Swiss Brokers is also communicating about the campaign through its own channels.
The launch is complete. The tool will be available to Union Swiss Brokers’ brokers starting July 1. During this time, user questions and feedback will also be addressed. It is now up to the brokers to put the tool through its paces in their day-to-day work for two months so that Sothura Safe can help its users reduce their workload by up to three hours. Every day.
Binci Heeb
See also: Attention, Brokers: AI Instead of a Click Marathon
Search:
Sponsors:
