Our services

Our role as insurance brokers does not end with the signing of the mandate. We take care of the day-to-day administration of your portfolio, with a view to safeguarding your rights and interests.

We compile very detailed comparisons of products on the market, so that you can be sure of taking out an insurance policy at the best price, while benefiting from optimum insurance cover.

Furthermore, in the event of a claim, we take care of representing your interests in respect of the insurance company, and offer high-performance claims tracking tools that are much appreciated by our loyal customers.

Finally, we provide invaluable legal advice and offer specific services to companies’ human resources departments.

This guarantees that you have a reliable and competent partner at your side, ready to meet your requirements.

There are no costs or fees for analysing and managing your insurance portfolio. On the basis of a mandate contract, which can be terminated at any time, you give us the authority to represent you in dealings with all insurance companies in Switzerland and abroad, as well as with pension funds.

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Analysis and evaluation
of risks

Our preliminary analysis, followed by a critical report, gives you the benefit of an external, professional view of the status of your insurance portfolio. 

Competitive bidding

Once the analysis has been carried out and the risks and needs determined, we invite tenders from the market and study the results.

Administrative management

Our work also involves managing the administration of your portfolio, for example: checking invoices, monitoring share profits, end-of-year salary declarations and changes to contracts. This means that your administrative workload can be greatly reduced.

Active maintenance

Contracts under management are regularly monitored and suggestions for improvements are made based on changes in the insurance market and your needs.

Claims

With their in-depth knowledge and recognised experience in all branches of insurance, our staff assume responsibility for following up claims, from notification to settlement.

They work closely with the specialist insurance company teams to ensure that our customers benefit from sound technical expertise tailored to the specific nature of the claim in question. 
In addition, we provide you free of charge with our Alto+ platform, designed specifically for these activities. 

Alto+ enables cases to be reported and managed.

You can then monitor the progress and history of your case on a daily basis, and also obtain the statistics you need for your management follow-up.

Identification
of risks

Identifying and analysing risks goes far beyond insurance. We work with a number of companies specialising in risk analysis (risk management), such as:

  • Reviews of contracts by a lawyer
  • Workplace safety
  • Key personnel
  • Fire protection
  • Protection against theft
  • Environmental protection

These companies provide a service delivered by individuals qualified in the relevant fields. Optimal risk identification enables us to define the appropriate risk management method, namely:

  • Avoiding risk
  • Reducing risk
  • Managing risk
  • Transferring the risk to an insurer