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.
- 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).
- 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.