Your Insurance Advisory Website, Ready and Tailored

A professional website for insurance advisors and brokers across Switzerland and Italy: areas of cover, offer comparison, needs analysis and online consultation requests. We build, host and maintain it - live in days, not months.

CHF 1’490 one-time setup CHF 39/mo Demonstration site · fictional content

Everything your practice needs, ready to go

Online needs analysis

A guided few-step flow - situation, areas of interest, details - that turns into a qualified consultation request. The most important conversion for an advisor.

Areas of cover (branches)

A page for each branch - health, car, home, life and pillar 3a, liability, business - explained simply, so clients understand what they need.

Simulated offer comparison

An indicative, side-by-side comparison of funds and offers: it shows your value as an independent intermediary and invites a real comparison.

Claims path

A dedicated page that reassures and guides: what to do after a claim and a form to report it, so clients know they're not alone facing the insurer.

Educational guides & blog

Practical guides - how to choose a health fund, pillar 3a, the deductible - that position you as an expert and bring organic search traffic.

Multilingual, secure & compliant

Italian, German, French and English; HTTPS, Swiss/EU hosting and nFADP/GDPR compliance for request data, which is often sensitive. Fast and optimised for Google.

Built around how an insurance advisor really works

01

More qualified leads, fewer cold calls

The online needs analysis filters and qualifies leads 24/7: you receive structured requests, with the situation and areas of interest, ready to work.

02

Conveys trust and independence

A solid, reassuring design in trust-blue: it immediately signals that you're a serious advisor on the client's side, not a single-insurer salesperson.

03

Live in days, not months

The structure is ready and tested: we tailor it with your content, the insurers you work with and your colours, and publish it fast.

04

You advise clients, we handle the site

Hosting, maintenance, security updates and small changes are included in the fee. You update guides, branches and content from a simple dashboard. Zero technical worries.

A clear price, no surprises

One-time setup + a monthly fee with everything included: Swiss/EU hosting, domain, maintenance, security updates and small content changes. No hidden costs, no surprises.

CHF 1’490 one-time setup
CHF 39/mo hosting & maintenance
Talk to us
  • Build & customisation
  • Swiss/EU hosting + domain
  • Maintenance & updates
  • Small content changes
  • HTTPS certificate & backups
  • Support in your language

See exactly how it looks

Open the full insurance-advisor demo: home, areas of cover, offer comparison, needs analysis, claims and guides. It's an example, fully customisable with your brand.

Open the demo
See exactly how it looks

The insurance advisor website in Ticino: what it offers and why it pays off

A website for insurance advisors and brokers, made for the Swiss market

The Envestis insurance advisor website is a ready-made, tailored solution for insurance professionals in Lugano and across Ticino: independent advisors, brokers, agencies and FINMA-registered intermediaries. It is built for anyone who wants a credible, fast insurance broker website without managing designers, developers and hosting on their own. We start from a proven structure - home, areas of cover, offer comparison, needs analysis, claims, guides and about - and personalise it with your name, colours and the insurers you work with. The result is a site that conveys trust and independence from the first click, because in insurance clients are looking, above all, for someone they can trust. You can see it live in our insurance advisor demo and compare it with the other options in the Envestis solutions overview.

Needs analysis, areas of cover and offer comparison

The heart of the solution is the online needs analysis. The visitor states their situation (individual, family or business), then the areas they're interested in, and finally their details: the request reaches the practice instantly, already qualified, ready for a focused consultation. Alongside it, every branch - health and illness (health fund and supplementary), car and vehicles, home and household, life and pensions with pillar 3a, personal liability and business - has its own clear page, explaining in plain words what it covers and how it works in Switzerland. There's also an indicative, simulated offer comparison that shows your value as an independent intermediary, and a dedicated claims path to reassure clients when they need it most. All of this turns the site from a simple business card into a tool that generates leads and appointments.

Multilingual, Swiss hosting and nFADP/GDPR compliance

Ticino is a multilingual border region, and an advisor's client base reflects that. That is why every insurance intermediary website in Switzerland we build is available in Italian, German, French and English, so each client immediately finds the information in their own language. Request and needs-analysis data - which can contain personal and financial information - travels over HTTPS and is hosted on Swiss/EU infrastructure, with regular backups. We follow the new Swiss Federal Act on Data Protection (nFADP) and the GDPR, which is anything but a side issue when handling sensitive data. The site is also fast, accessible and optimised for Google, so people searching for an insurance advisor in Lugano or a health-fund comparison in Ticino find your practice first.

Ready-made and tailored, with transparent pricing

An insurance-advisory website built from scratch takes months and a serious budget. Our ready-made solution flips that model: the structure is already built and tested, so you only pay for customisation and go live in days, not months. The pricing is simple and predictable - a one-time setup of CHF 1’490 and a CHF 39/month fee with everything included: Swiss/EU hosting, domain, maintenance, security updates, backups and small content changes. No hidden costs, no commissions and no surprises on the invoice. You advise clients, we handle the site. When you're ready to start, talk to us: tell us about your practice and we'll get you online quickly, with a site that inspires trust and generates requests.

Frequently asked questions

How quickly can my advisory website go live?

Usually a few days: the structure is ready and we tailor it with your content, the insurers you work with and your colours. Larger customisations take 2-4 weeks.

Can clients request a consultation online?

Yes. The site includes a guided needs analysis - situation, areas of interest, details - that generates a qualified consultation request. Requests arrive by email; we can also connect them to your CRM.

Is there an offer comparison? Is it binding?

The demo includes an indicative, simulated comparison, designed to show your value as an independent intermediary and invite the client to request a real comparison. The figures shown are not binding; an actual comparison starts from the client's data and the insurers' current terms.

Can I customise and update branches, guides and content?

Yes. We set up colours, logo and the initial structure together starting from the demo; then you update areas of cover, guides, content and contact details yourself from a simple dashboard. With the optional AI integration you can also have the text of a guide or a branch generated in the tone you choose. We build, host and maintain the platform; the content always stays yours.

Does it suit brokers, agencies and independent advisors?

Yes. It works for the single independent advisor as well as an agency with several staff and multiple branches. It grows with your business and suits both the Swiss and Italian markets.

What does the monthly fee include?

Swiss/EU hosting, domain, maintenance, security updates, backups and small content changes. Everything included in the monthly fee, no hidden costs.

How much does a website for an insurance advisor in Ticino cost?

The website has a one-time setup of CHF 1’490 and a CHF 39/month fee that includes Swiss/EU hosting, domain, maintenance and small changes. Clear, transparent pricing with no commissions or surprises - built for advisors, brokers and insurance agencies in Lugano and across Ticino.

Can I publish guides on health funds, deductibles and pillar 3a?

Yes. The guides/blog section is built exactly for this: you publish deep dives on how to choose a health fund, the deductible, pillar 3a and more. They position you as an expert, help clients understand and bring organic search traffic. With the optional AI integration you can generate a draft guide in the tone you choose.

How does the claims path work?

The site includes a dedicated claims page that reassures and guides the client: what to do step by step, plus a form to report the claim. The report reaches your practice, so you can take the case forward with the insurer. It's a much-appreciated feature, because it's precisely when a claim happens that clients feel the value of having an advisor by their side.

Ready to bring your practice online?

Watch the demo or tell us about your practice: we'll get you online fast, with a site that inspires trust and generates consultation requests.