Stay independent and grow together: Union Swiss Brokers Holding AG offers partnership models for independent brokers, co-brokers and insurance intermediaries in Switzerland. Find the right option here and see what working together can look like in practice.
A partnership with Union Swiss Brokers Holding AG is aimed at individuals and companies active in the Swiss insurance and pension market that are looking for a structured, professional way of working together. Depending on your starting point, three models are available:
As a partner of Union Swiss Brokers Holding AG, you benefit from proven digital tools that support advisory work, analysis and administration in the brokers’ day‑to‑day activities.
WMC BrokerStar
Client management and structured contract overview for advisory activities.
SOBRADO
Professional platform for insurance offers and tendering processes.
EcoHub
Interface solution for efficient process and document management.
Logismata
Pension and retirement analysis for well‑founded decision support.
Info4Insider
Pension comparisons and analysis tools for structured advisory work.
SOTHURA SAFE
AI-powered support for analysis, documentation and advisory processes in the insurance and pension sector.
The systems in use are well established in the market and are continuously developed. They enable structured, transparent and efficient advisory work, without replacing the broker’s personal responsibility.
Digital access is complemented by personal support and clearly defined contacts at the head office in Burgdorf, where management and operational support are centralised.
The partnership for brokers is aimed at independent insurance and pension brokers who wish to retain full entrepreneurial independence while benefiting from professional structures.
As a broker, you remain fully independent: you manage your own client base, make your business decisions autonomously and tailor your advisory services to your clients’ needs. In addition, you benefit from access to a strong network, proven digital tools, and administrative and professional support in the background.
The partnership creates room for advisory work and sustainable growth, without limiting your independence.
The partnership for insurance intermediaries is aimed at individuals or companies that wish to arrange insurance coverage on an occasional basis with a Swiss insurance company for their clients, without holding a direct contractual relationship themselves.
Union Swiss Brokers Holding AG acts as the contractual counterpart and enables access to the relevant insurance solutions. Mediation is carried out on a case-by-case and project basis, without further obligations or a long‑term partnership.
This model is suitable for insurance intermediaries looking for a simple, legally compliant and professional handling of individual insurance transactions.
As an association of brokers Union Swiss Brokers Holding AG collaborates with a broad and well‑established network of insurance and pension partners in Switzerland.
These contractual and network partnerships form a key foundation for the daily work of affiliated brokers and intermediaries. At the same time, the servicing of clients remains entirely with the respective brokers and intermediaries.
The network stands for reliability, quality and long‑term cooperation in the Swiss insurance and pension market.
The partnership is aimed at independent brokers and co-brokers who want to benefit from a strong network, digital tools and additional support. A separate form of cooperation is available for insurance intermediaries who place individual policies.
As a broker partner, you keep your independence and benefit on an ongoing basis from our network, digital tools and support. The cooperation for insurance intermediaries is aimed at individuals and companies that only occasionally want to take out an insurance product with a Swiss insurer for their clients, without having a direct connection themselves. In this case, we act as your contractual contact, with no further obligations and no long-term partnership.
Yes. You continue to manage your client base on your own and decide for yourself which insurers and partners you work with.
No. The partnership is independent of your existing company structure.
You will have access to WMC BrokerStar (client management), SOBRADO (quotation and tendering platform), EcoHub (process and document management), Logismata (pension and retirement analysis) and Info4Insider (pension comparisons and analysis tools). In addition, SOTHURA SAFE supports you in analysing insurance and pension solutions as well as in structured documentation and advisory processes. Professional assessment and the preparation of quotes remain your responsibility.
You will receive support with your brand presence, website, campaigns and lead generation (including HubSpot), for example through co-branding with a professional one-page website, business cards, flyers and printed materials, and professional photos for your brand presence. You decide which of these services you want to use. You also benefit from regular training and personal support on an equal footing.
We work with a broad network of insurance and pension partners in Switzerland, including long-standing partnerships with the market leaders. As a partner, you also benefit from exclusive framework agreements. You can find all our contractual partners on our overview page.
As an independent insurance broker in Switzerland, you must hold a valid FINMA registration. It is the basic requirement for a broker partnership. Any further requirements depend on the type of partnership you are looking for. The best way to discuss this is in a no-obligation initial meeting.
The terms depend on the partnership model you choose and the services you want to use. We will discuss them with you in the initial meeting.
Yes. We would be happy to discuss your situation in a no-obligation initial meeting with Eddy Behrendt, member of the executive management. You can book the appointment directly online. In the meeting, we will clarify the next steps and agree together which of the optional marketing services you would like to use and which not.
