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#1 Swiss CRM designed for insurance companies that prioritise the sovereignty of their data.

Protect your policyholders and grow your business with InvestGlass’s insurance solutions.

Transform the customer experience

InvestGlass provides a complete view of each customer, empowering your insurance representatives with the necessary tools to offer personalised experiences. By allowing communication across various devices, promoting collaboration on social media platforms, and simplifying service requests, your agents can provide personalised insurance experiences for each customer.

Achieve Hyper-Personalisation at Scale with

a Swiss Sovereign CRM

Digital onboarding and signature

Product campaign and SMS/ Email push

Simple yet powerful CRM with AI built for insurance front to back office

No-Code workflow automation and approval process