PROFITOWI is a Polish financial distribution startup that has been operating in the market for over 3 years. With a team of 300 experienced advisors, they assist both individuals and businesses in finding the best insurance or financial solutions. When the Polish Financial Supervision Authority (KNF) introduced new regulations for insurance agents regarding client assessment process and GDPR requirements, they needed a new custom client needs analysis system. Additionally, PROFITOWI wanted to improve their whole client assessment process. As each of the advisors was using manual tools like Excel or Word, the additional goal was to standardize and automate this process. PROFITOWI had previously collaborated with Pretius on creating a custom sales commission system and were satisfied with the results, so they chose this vendor for the new project.