winVS software AG
Broker management software for insurance professionals across Switzerland and EMEA.
Overview
winVS software AG is a Swiss software provider offering broker management solutions for the insurance industry. Founded in 1989 and headquartered in Baar, Zug, the company develops purpose-built software for insurance brokers, financial service providers, trustees, banks, and insurance companies. Its products cover both Life & Annuity and Property & Casualty lines of business, with its primary market in Switzerland and surrounding EMEA countries.
The flagship product, winVS next, is a broker management platform built on Microsoft Dynamics 365 and delivered as a cloud-based SaaS solution hosted on Microsoft Azure. The platform combines CRM, customer portal, workflow automation, QR-bill and eBill processing, business intelligence, and reporting in a single system. An API integration framework connects winVS next to the Microsoft 365 ecosystem -- including Exchange, Teams, and Office 365 -- and to EcoHub, the Swiss insurance digital ecosystem. Additional services include Microsoft Dynamics 365 customization, implementation consulting, and Microsoft 365 advisory.
The company reports 2,300+ active users across Switzerland and the region. It has operated in the insurance software market for over 35 years and remains privately held.
Products & Services
winVS next
A broker management platform purpose-built for insurance brokers and financial service providers. Built on Microsoft Dynamics 365 and hosted on Microsoft Azure, it covers the full broker workflow from customer acquisition and contact management through process automation and claims handling.
Key Features
- CRM and customer data management with integrated customer portal
- Automated workflow management from acquisition through claims handling
- QR-bill and eBill processing
- Business intelligence and reporting tools
- API framework for third-party integrations
Target Users: Insurance brokers, financial service providers, trustees, banks, insurance companies
Microsoft Dynamics 365 Customization
Custom enterprise development and configuration on the Microsoft Dynamics 365 platform for insurance-specific business requirements.
Key Features
- Tailored Dynamics 365 configurations for insurance workflows
- Custom enterprise integration development
- Insurance-specific solution build-out
Target Users: Insurance organizations requiring custom Dynamics 365 implementations
Consulting & Support
Implementation, configuration, training, and ongoing support services for broker management software deployments, including process optimization and business advisory.
Key Features
- Implementation and configuration services
- Training and knowledge transfer
- Process optimization advisory
- Ongoing technical support
Target Users: winVS next clients and insurance organizations
Microsoft 365 Services
Cloud adoption planning and implementation support leveraging Microsoft 365 for digital transformation in the insurance sector.
Target Users: Insurance brokers and financial services providers
At a Glance
- Founded
- 1989
- Headquarters
- Baar, Zug, Switzerland
- Employees
- 11-50
- Funding
- Bootstrapped
Category & Focus
- Category
- Distribution & Sales
- Subcategories
- Broker Management System Agency Management
- Insurance Verticals
- Life & Annuity P&C Personal P&C Commercial
- Target Customers
- Brokers, Carriers
Links
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Last updated: 2026-07-15