Become a broker partner at Union Swiss Brokers Holding AG

As an independent insurance broker, you face growing demands every day: more complex products, administrative tasks, digital processes and, at the same time, the expectation to support your clients personally and competently.

Union Swiss Brokers Holding AG (USB) offers you a partnership that supports you in your day-to-day work: access to strong insurance and pension partners, modern digital solutions including AI-powered analysis tools, and personal support, without restricting your independence.

Since 2011, Union Swiss Brokers Holding AG has stood for a way of working that combines professional expertise, entrepreneurial thinking and genuine partnership. As a broker partner, you benefit from the structures of an established network while remaining independent at all times.

Thanks to the existing framework agreements of Union Swiss Brokers Holding AG, you gain access to terms that are often not available to individual brokers. You continue to look after your client base as usual while widening your scope for action.

As a USB broker partner, you gain access to an established network of relevant insurance, pension and service partners in Switzerland. The network offers:

Union Swiss Brokers Holding AG provides you with modern digital tools, including 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). This also includes SOTHURA SAFE, the AI-powered solution for analysis, documentation and advisory processes. It supports you in a targeted way in your day-to-day advisory work and helps you structure and prepare client information more efficiently.

Your benefits as a broker:

On request, we support you with your brand presence, website, campaigns and lead generation (including HubSpot), for example with co-branding including a professional one-page website, business cards, flyers and printed materials, as well as professional photos for your brand presence. You decide which services you want to use.

Union Swiss Brokers Holding AG ensures that broker partners receive regular training on products, tariffs and market developments. The practical training sessions take place at our head office in Burgdorf together with partner companies. Straight from specialists to specialists.

At USB, you benefit from direct contact with experienced contacts. No anonymous ticket system, but personal support where it really helps in your day-to-day work.

Transparent, professional and on equal terms.

Would you like to find out whether working with Union Swiss Brokers Holding AG makes sense for you? We would be happy to discuss your situation in a personal initial meeting. Use the contact form to book a no-obligation appointment directly.

As a broker partner, you remain independent, advise on a holistic basis 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, without having a direct connection themselves.

Yes. You retain full control over your advice and your client relationships. We support you with structure, network and tools, but not in your decisions.

No. The partnership is independent of your existing company structure.

First, we get to know each other in a no-obligation initial meeting. We then review your expectations and the options together. After that, you receive access to the network, framework agreements and tools, and the partnership begins.

As an independent insurance broker in Switzerland, you must hold a valid FINMA registration. It is the basic requirement for a broker partnership. You will receive any further requirements in the initial meeting.

As a broker partner, you benefit from attractive framework agreements, even with a smaller production volume. The specific terms depend on the partnership model chosen and the services you wish to use. We will discuss them with you during the initial meeting.