Insurance Trust / Brokerage

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.