Independent AI index
for professionals

Home / Financial advice / Onesurance

Onesurance B.V. (Netherlands)

Onesurance

AI engine that analyses insurance portfolios and gives advisers daily actions for retention and cross-selling.

Go to the website Onesurance alternatives
Shared spot1of 13 professional tools with a GDPR profileOur summary of what the provider itself publishes about your data: whether the data is stored in the EU (2 points), whether there is a certification or GDPR guarantee (1) and whether the provider is established in the NL or the EU (1). 3 or 4 points is Strong, 2 Good, 1 Limited, 0 Unknown. How we measure in financial advice
GDPR: Strong
  • Provider based in the Netherlands
  • Data in the EU according to the provider
  • Publishes certification/GDPR safeguards

Each tile is a professional tool in financial advice, the strongest GDPR profile on the left. 3 professional tools share this spot with Onesurance because they have a Strong profile. Click for that tool.

Priceon request (fixed price per client per year)
Free trialNot foundNot found on the provider's site when checked on 20 August 2026
Based inNetherlandsNetherlands
ModelNot publicnot public, Azure EU hosting, GDPR-compliant, data remains the client's property; 60+ proprietary AI models

Last checked: 20 August 2026 · How we check

Is this your tool? Fill in missing details

This is what Onesurance looks like

www.onesurance.ai
Onesurance website
Onesurance website

What it does

Flagging client lapse risk
Predicting cross-sell opportunities per client
Proactively flagging duty-of-care risks
Real-time management cockpit
Daily action lists per adviser
AI agents for email, chat and campaigns
Integration with ANVA, CCS and Salesforce
Client value calculation for adviser prioritisation

Comparable in financial advice

InterAI Dossierbeheerimplementation €8,000–€18,000 one-off…DONNAJAMESon requestBlinqx Risicomanagement (Finly)€50/month per user (with eBlinq…Findesk (Adviesmaat)on request (30 days free trialPayton requestOcktoon request
All 13 professional tools for financial advice

Onesurance compared

Onesurance vs Findesk (Adviesmaat)Onesurance vs Akur8Onesurance vs ClaimHandlerOnesurance vs PaytOnesurance vs Wefox
Underlying model

not disclosed, Azure EU hosting, GDPR-compliant, data remains the client's property; 60+ proprietary AI models. Many tools build on a large model from providers such as OpenAI or Anthropic. If in doubt, ask for the data processing agreement: it sets out where your data goes.

GDPR check for financial advice

Questions about Onesurance

AI for financial adviceAI for the insurance sector
Which AI model does Onesurance use?
The maker of Onesurance does not disclose which AI model sits underneath. Azure EU hosting, GDPR-compliant, data remains the property of the client; 60+ proprietary AI models.
How much does Onesurance cost?
on request (fixed price per client per year). Check the current price on the provider's website; rates change often.
Who is Onesurance for?
Onesurance is aimed at financial advice and the insurance sector. It supports work such as processing client files and inventories, drafting advisory reports and justifications, and comparing and summarising product terms.
What should I look out for with AI in financial advice?
The Wft duty of care and the GDPR set high demands: financial and health data belong only in GDPR-compliant systems with a data processing agreement, and the advice remains the adviser's responsibility.
Next stepAll 25 options for financial adviceProfessional tools and general assistants side by side, by GDPR profile, price and quality.

Every Friday: what changed in AI for financial advice

New models, prices, oversight and tools, with sources and what it means for you. One email a week, unsubscribe with one click.

View a sample

We only use your address for this newsletter. You confirm first by email.