SOBRADO

Insurance Brokerage Softwaresobrado.ch

Company typePrivate
Founded2011
HeadquartersZürich, Switzerland
Headcount11–50
GTM typeB2B
OfferingSoftware

SOBRADO firmographics

Firmographics

Name: SOBRADO
Legal name: SOBRADO Software AG
Website: https://sobrado.ch
Company type: Private
Founded year: 2011
Operating status: Operating
Headcount range: 11–50 employees
Ownership category
akta.pro rank

SOBRADO industry classification

Industry

Product category: Insurance Brokerage Software
NAICS: Software Publishers (513210)
SIC: Services-Computer Programming, Data Processing, Etc. (7370)
akta.pro primary industry: SME Credit Risk, Underwriting & Financial Data (B2B Fintech Data/Decisioning) (FSAGAJAM)

Keywords

Insurance brokerage software
Digital RFP platform
Offer comparison automation
Insurance document library
Broker CRM integration

Where SOBRADO is headquartered

Location

Headquarters

HQ city: Zürich
HQ country: Switzerland
HQ region: Europe

Offices1 record

Markets served

SOBRADO business model

Business model

GTM type: B2B
Offering type: Software
Cost components: Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

Broker SaaS Subscriptions: Annual subscription model for brokers with tiered pricing based on team size and feature access. Five tiers: Bronze (up to 2 employees), Silver (3+ employees), Gold (6+ employees), Platinum (15+ employees), and Enterprise (25+ employees). Pricing includes base service fees plus add-on modules for Library access, CRM integration, support levels, and advanced features like BVG Expert and Brokerwording.
Insurance Provider Platform Access: Insurance providers access the platform to receive and respond to RFPs from brokers. Premium partnership packages offer enhanced market visibility, MIS (market intelligence) modules, and marketing tools. Individual SLA agreements govern provider relationships.
Professional Services: Additional one-time services including training, implementation, project management, individual development projects, and programming. Billed separately based on time and materials at applicable rates.

Pricing tiers

Model	Billing	Price
Subscription	Annual	Bronze: up to 2 employees, includes basic features
Subscription	Annual	Silver: 3+ employees, enhanced features and support
Subscription	Annual	Gold: 6+ employees, full feature set
Subscription	Annual	Platinum: 15+ employees, maximum features
Subscription	Multi-year contract	Enterprise: 25+ employees, fully customized

Go-to-market motion2 records

Distribution channels4 records

Marketing channels7 records

SOBRADO product offering

Product offering

Core offering

SOBRADO Software AG operates a B2B SaaS transaction platform that digitally connects Swiss FINMA-registered insurance brokers with insurance providers for tender (RFP) creation, automated offer comparison, secure data exchange, and policy management. The platform replaces email-based quote handling with encrypted webservice-based workflows, AI-powered PDF parsing, and a 7,500+ document insurance library covering UVG, UVGZ, KTG, and BVG lines of business.

Product overview

SOBRADO is a Swiss insurance transaction platform founded in 2011, operating on a SaaS model (software-as-a-service) with its core Sobrado Platform connecting insurance brokers and providers. The platform consists of two main user-facing modules: Sobrado for Brokers (offering RFP creation, automated comparison, CRM, Library, Statistics/MIS, Mandate, and Security features) and Sobrado for Insurers (providing offer upload, dashboard, market research, and provider facts management). Additional modules include Sobrado Connect (API integration), Sobrado Library (document database with 7,500+ documents), Sobrado Smart (learning platform with Mendo/Get More Brain), OCS (Offer Check System), BVG Expert, AKD-Extraktion (AI), Brokerwording, and Sobrado Training & Support. Pricing follows a tiered model (Bronze, Silver, Gold, Platinum, Enterprise) with varying feature access.

Differentiator

Problem solved

Functional benefit

Products and services

Sobrado for Brokers Broker-facing SaaS module for FINMA-registered Swiss insurance brokerages, providing digital RFP creation, automated offer comparison, CRM integration with 10 broker back-office systems, 50 branch-specific tender templates, policy and renewal management, and access to the Sobrado Library. Supports 22 enterprise and 11 private insurance product lines including UVG, UVGZ, KTG, and BVG.
Sobrado for Insurers Insurer-facing SaaS module enabling Swiss insurance providers and pension funds (Sammelstiftungen) to receive RFPs, upload offers via secure webservice, manage inquiries through a dashboard, preview offers, perform anonymized market benchmarking, and self-maintain provider facts (Anbieter-Fakten). Premium partnership tiers provide market visibility, MIS access, and marketing placements.
Sobrado Connect API-based integration product providing secure encrypted webservice data exchange between Sobrado and insurance provider systems. Supports OpenID Connect with Keycloak identity brokering, Azure AD integration, XML-based offer transmission, and SSO via the EcoHub marketplace. Available for selected customers and CRM partners (Alabus, ASSSOFT, Bayo, Broker Solution, BrokerStar, Logismata, Nubus, SALIA, WinVS, Brokinsoft).
Sobrado Library Switzerland's largest insurance document database with over 7,500 PDF documents (AVBs, regulations, annual reports, cost regulations, partial liquidation regulations) including 2,300+ BVG-specific documents. Provides multilingual full-text search across German, French, and other Swiss national languages, plus Anbieter-Fakten with 1,000+ provider questions and nearly 400 BVG-specific KPIs for market comparison. Sold as a separately priced add-on module.
Sobrado Smart Multimedia knowledge and learning platform developed in partnership with Mendo and Get More Brain, providing continuous professional development and competency management for Swiss insurance brokers and providers in their daily workflow. Launched December 2025.
Sobrado CRM Customer relationship management module for insurance brokers without an existing CRM, enabling client data capture, policy tracking, and integration with broker workflows. Available as a priced add-on module.
Sobrado Statistics / MIS Management Information System providing team performance metrics, RFP tracking, offer analysis, closure statistics, and communication logs with insurance partners. Available for both broker and insurer sides of the platform as a priced add-on module.
Sobrado Mandat Fully automated mandate request process enabling insurance brokers to request new mandates directly through the platform, with status tracking and insurer response handling.
Sobrado Security Security add-on package providing QR-code login, Single Sign-On via EcoHub, and automatic anonymization of personal data in BVG (occupational pension) processes.
Sobrado Training & Support Training and support package including access to regular online training sessions (monthly basic training plus specialized sessions) and dedicated support team assistance, with availability and included support minutes varying by subscription tier.

Quantifiable outcome

Reduces broker transaction costs by up to 90% through automated offer comparison
+5 more outcomes

Companies that use SOBRADO

Customer profile

Named customers19 records

Segments2 records

Ideal customer profiles2 records

SOBRADO technology and API

Technology

Technology focussed Yes

API detail

Has API: Yes
API docs
API detail

Core technology

AI maturity

App detail

Integration13 records

AI capability5 records

Feature8 records

SOBRADO partnerships and signals

Strategic signal

Partnerships

13 partnerships are on record, tiered core and minor.

VSHN AGcoreTechnology or IntegrationServer infrastructure provider for Sobrado including source code management. Servers located in Switzerland at Green Datacenter AG in Lupfig, Aargau. VSHN is certified to ISAE 3402 Type 1 & 2 and ISO 27001.
Microsoft Azure (Switzerland North)coreTechnology or IntegrationAI infrastructure provider for Sobrado's LLM-based document parsing. Used for AKD (directory assistance data) extraction on isolated private environment. Data centers near Zurich, Switzerland.
AlabusminorChannel Partner/ Reseller/ DistributorCRM partner with seamless integration to Sobrado platform. Broker software vendor enabling data synchronization between broker CRM and Sobrado.
ASS SOFTminorChannel Partner/ Reseller/ DistributorCRM partner with seamless integration to Sobrado platform.
BayominorChannel Partner/ Reseller/ DistributorCRM partner with seamless integration to Sobrado platform.
Broker SolutionminorChannel Partner/ Reseller/ DistributorCRM partner with seamless integration to Sobrado platform.
BrokerStarminorChannel Partner/ Reseller/ DistributorCRM partner with seamless integration to Sobrado platform.
LogismataminorChannel Partner/ Reseller/ DistributorCRM partner with seamless integration to Sobrado platform.
NubusminorChannel Partner/ Reseller/ DistributorCRM partner with seamless integration to Sobrado platform.
SALIAminorChannel Partner/ Reseller/ DistributorCRM partner with seamless integration to Sobrado platform.
WinVSminorChannel Partner/ Reseller/ DistributorCRM partner with seamless integration to Sobrado platform.
BrokinsoftminorChannel Partner/ Reseller/ DistributorCRM partner with seamless integration to Sobrado platform.
Mendo / Get More BrainminorStrategic or Co-development PartnerKnowledge and learning platform partner for Sobrado Smart - multimedia educational content for professional development in insurance broker workflows.

Scale indicators8 records

Recent moves6 records

Expansion highlights5 records

SOBRADO competitors and assessment

Company assessment

Direct peers

RGI Group: European vendor of insurance core and broker systems serving carriers, brokers, and distributors. Comparable on offering scope (insurer-facing + broker-facing modules) and DACH-relevant footprint.
TIA Technology: Provider of insurance broker and carrier platforms across European markets. Closest European peer to Sobrado by virtue of being a multi-tenant SaaS for insurance intermediary workflow automation.
msg life (msg): German insurance IT vendor providing core systems and broker-portal software (msg insurflow). Operates in the same vertical SaaS-for-insurance-intermediaries category with DACH geographic overlap.
Adcubum: Swiss-headquartered insurance core systems and broker platform vendor serving the DACH insurance market. Direct comparable to Sobrado's vertical focus on Swiss insurance intermediary workflows.
Prima Solutions (Prima XL): Insurance broker and underwriting SaaS provider across Europe (France/UK). Directly comparable in target user (insurance intermediaries) and product category (broker workflows, document data).

Broad incumbents

Guidewire Software: Major insurance core and engagement platform vendor covering P&C, life, and health markets. Overlaps with Sobrado's broker-portal capabilities but serves carriers comprehensively rather than as a specialist intermediary platform.
Applied Systems: Market-leading insurance brokerage management system (Applied Epic, TAM) vendor. Comparable on serving insurance intermediaries, but with much broader portfolio and global footprint.
Vertafore: Large US insurance distribution software platform serving carriers, agents, and brokers with agency management, rating, and comparison tooling. Adjacent product and target, but broader geographic and portfolio scope.
Duck Creek Technologies: US-listed insurance SaaS suite with underwriting, policy, billing, and broker-portal modules. Same vertical SaaS segment but broader portfolio and global scale.

Emerging players

Salesforce Financial Services Cloud: Generic CRM with insurance-industry extensions and AppExchange integrations (insurer ecosystem). Could become a horizontal competitor in broker-insurer workflow if integrated deeply; currently no specialist offering comparable to Sobrado.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

SOBRADO compliance and trust

Trust signal

Compliance4 records

SOBRADO financial estimates

Financial estimate

Revenue estimate

Valuation estimate

SOBRADO leadership team

Management profile

Number of profiles

Profiles3 records

SOBRADO funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

SOBRADO M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about SOBRADO

What does SOBRADO do?

Is SOBRADO a public or private company?

SOBRADO is a private company. It is classified as corporate owned and is currently operating.

When was SOBRADO founded?

SOBRADO was founded in 2011. It employs 11 to 50 people.

Where is SOBRADO based?

SOBRADO is headquartered in Zürich, Switzerland, in the Europe region.

How does SOBRADO make money?

Three revenue lines are on record. Broker SaaS Subscriptions are the primary driver. The others are insurance Provider Platform Access and professional Services.

Who are SOBRADO's main competitors?

Direct peers on record are RGI Group, TIA Technology, msg life (msg), Adcubum and Prima Solutions (Prima XL). Broad incumbents are Guidewire Software, Applied Systems, Vertafore and Duck Creek Technologies. Salesforce Financial Services Cloud is listed as an emerging player.

Does SOBRADO have an API?

Yes. Sobrado offers an API called Sobrado Connect for selected customers, enabling API-based data exchange with insurance providers. The technical documentation shows Single Sign-On (SSO) using OpenID Connect with Keycloak as the identity provider, supporting protocols including authorization_code, client_credentials, implicit, password, refresh_token, and JWT bearer flows. Sobrado acts as both Identity Provider (for partners as Id-Clients) and Identity Broker (for partners as Id-Providers). The OpenID Connect metadata endpoint is available at zurix.sobrado.ch. XML-based offer transmission via webservice is also supported per AGB documentation.

What industry is SOBRADO in?

SOBRADO's product category is Insurance Brokerage Software. Its primary akta.pro industry code is FSAGAJAM, SME Credit Risk, Underwriting & Financial Data (B2B Fintech Data/Decisioning). Its NAICS code is 513210 and its SIC code is 7370.