The customer approach
You are at the heart of the analysis of your needs in order to bring a precise and adequate answer to your request.
There is a risk in being underinsured but there is no advantage in being overinsured. That’s why when we analyze and manage your portfolio, we regularly update your coverage and insurance needs.
We collaborate with the best companies in Switzerland.
The management mandate
To go further in our support, delegate us the management of your portfolio. You remain the sole signatory of your contracts.
What is a management mandate?
The management mandate designates us as the interlocutor between you and the insurance company. Being informed by the company, we can actively monitor your policies and help you optimize them on an ongoing basis.
Is it revocable?
The management mandate can be terminated at any time without any commitment. The mandate is different from your contract. Even if your contract is not cancellable, you can change managers if you wish.
What is the cost?
It costs you nothing! In the premium you pay today, a part is dedicated to the management of your contract. By entrusting it to us, this bonus will be paid back to us as compensation for the time spent.
How to give us a mandate?
Just contact us and we will send you a mandate to sign and return to us with your ID and the list of contracts you wish to entrust to us. You can entrust us with only a part of your portfolio. If you are a new customer, we would also like to arrange a meeting to find out your situation and expectations.
