Insurance Trust / Brokerage

The all-in carefree package


Within the scope of the brokerage mandate we render the following services without generating any additional cost for you:

Free Inititial Meeting

  • We designate people in charge and contact persons.
  • We define the procedures (for reporting purposes).
  • We discuss the next steps.

Risk Management

  • We make a taylored risk analysis regarding personal, property and asset damage.
  • We offer risk management workshops. 
  • We review your existing insurace policies (current).
  • We point out the potentential for optimization (target).

Portfolio Optimization

  • We collect offers.
  • We compare performance and premiums and make recommendations.
  • We advise and support you with the conclusion of contracts.

Administration and Assistance

  • We verify documents (policies, premium invoices etc.).
  • We assist with any insurance issue.
  • On the occasion of our annual meeting we regularly review your coverage.

Assistance in case of damage

  • We provide competent support from filing to settlement.
  • We overview the billing process.
  • We participate in claim negociations.

Other Services

Pension Fund Analyses and Counselling

Social Security Legal Counselling

Old Age Insurance Analyses

Retirement Planning

Employee Information / Workshops