PRODUCTS

SCALABLE
SCALABLE

We provide highly customisable solutions designed around each client’s needs.

SECURE
SECURE

We develop software according to the highest information security standards.

RELIABLE
RELIABLE

Our products undergo extensive testing cycles to ensure the highest quality.

SUITE OPI WEB
(Open Previdence Insurance)

Managing insurance activities and processes has never been easier. The complete, focused CPA and FPA modules provide scalable solutions that fully adapt to existing information systems and ensure compliance with industry regulations.

CPA
Agents’ Welfare Fund
DETAILS
FPA
Agents’ Pension Fund
DETAILS
LIAGE
The product for managing agent settlement processes.
DETAILS
AURIS
AI voice assistant
DETAILS
HSELITE
Simple, centralised HSE management
DETAILS

FPA - Agents’ Pension Fund

  • Calculation and payment of both ordinary and supplementary contributions (FONAGE)
  • Management of reimbursement requests for the proportional share of contributions calculated among the other appointing insurance companies
  • Management of contribution payment requests to agents through dedicated communications
  • Management of agent payments, including optional instalment plans
  • Optional management of multiple pension funds

CPA - Agents’ Welfare Fund

Master data management

  • Agencies
    • Percentage allocation of participation
  • Agents
  • Assets
    • Policies
    • Shares
    • Bonds
    • ETF (Exchange Traded Funds)
    • Other

Commission management and contribution calculation

  • Calculations comply with the specifications of the Third Memorandum of Understanding under the Italian National Insurance Agents Agreement

Investment management

  • Collective portfolios
  • Allocated collective portfolios
  • Individual portfolios
    • Management of investment and divestment requests
    • Divestments
    • Redemptions
    • Life policy withdrawal calculation
  • Acquisition of amounts and assets from other CPA funds
  • Settlement management
    • Agents
    • Transfers
  • Transaction management and reporting
    • Statement calculation and related reports
    • Individual agent account status
  • CPA accounting transaction management
    • Trial balance
    • Financial statement closing
    • Chart of accounts definition
    • Accounting entry definition
    • Year-end closing
    • Financial statement attachment reports

LIAGE - Agent Settlements

  • Receipts and commission management
    • Monthly recording of receipts and commissions for each agency
  • Settlement management
    • Preparation of agent settlement statements based on receipts, commissions and the portfolio value accrued during management, in accordance with the Italian National Agents Agreement
  • Portfolio reduction management
  • Insurance line management
  • Global settlement
    • Settlement calculation for all company agencies, applying the relevant agent termination reason for corporate financial statements
  • Recovery management
    • Management of portfolio-value recovery when an outgoing agent is replaced by a new agent
  • Payment management
    • Management of payments between the company and agent in both directions, with automatic instalment and percentage settings and an option to print the payment schedule

AURIS - AI voice assistant

  • An AI voice assistant that answers incoming calls even when the team is busy or unavailable.
  • Automatically qualifies every incoming request by identifying the reason for the call and the customer’s level of urgency.
  • Collects essential new-customer information during the conversation without manual front-office intervention.
  • Offers an available appointment slot or arranges a structured callback, eliminating missed or poorly handled calls.
  • Integrates with the company calendar and existing management system, automatically transferring all collected information.
  • Turns every call into a tangible opportunity, increasing valuable appointments without increasing staff workload.
  • Greatly reduces missed calls and ensures customers who are ready to book a service are successfully acquired.
  • Frees the technical team from repetitive front-office work so it can focus on operational activities.
  • Designed for SMEs in installation and maintenance sectors, including heating, air-conditioning and similar systems.
  • More than an intelligent switchboard: a business-outcome tool measured through fuller schedules, revenue and customer service.

HSElite - Simple, centralised HSE management

Simple, centralised HSE management for HSE Managers and SMEs.
Visit the dedicated website at hselite.it
  • A SaaS platform for HSE compliance management, designed around the real needs of professional HSE Managers and Italian SMEs.
  • Digitises and centralises all workplace-safety documents in one environment, in accordance with Italian Legislative Decree 81/08.
  • Provides an intelligent calendar that independently monitors regulatory deadlines—including risk assessments, medical examinations, training and maintenance—and sends configurable notifications through the app and email.
  • Offers a real-time KPI dashboard showing document status, upcoming deadlines and compliance percentages by company or site at a glance.
  • Supports two distinct user profiles: multi-company HSE Managers handling several clients from one dashboard, and internal SME managers moving from Excel to a professional, immediate tool.
  • Includes complete application modules for companies, sites and employees, construction-site management, document storage, deadlines, KPI dashboards and granular roles and permissions.
  • Provides an intuitive interface for non-technical users that is operational within minutes and requires no complex training.
  • As a SaaS solution, it requires no local installation, is available from any device and is always updated automatically.
  • Scales from a single site to multi-site company networks managed through one account.
  • Reduces the risk of penalties caused by missed deadlines or outdated documents, turning regulatory compliance into a competitive advantage.