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It’s a big step, and it means clarifying quite a few administrative, legal and financial matters. However, Marcel doesn’t have the time (or the patience) to deal with them; he’d much rather focus on his new venture, acquiring new clients as quickly as possible and expanding his business.

Marcel hears about Union Swiss Brokers Holding AG from a colleague who went self-employed a few months ago. A brokerage association that offers independent, expert advice in the field of private and commercial insurance is just what Marcel’s looking for, so he arranges a one-to-one consultation with a client advisor.

The client advisor starts by listening to Marcel’s requirements, gets an understanding of his concerns and determines Marcel’s expectations as a client. He then suggests the option of an insurance mandate.

Union Swiss Brokers Holding AG works with all the leading Swiss insurance providers. By granting an insurance mandate, the client instructs Union Swiss Brokers Holding AG to review, design, coordinate, manage and administer their insurance portfolio. This means Union Swiss Brokers Holding AG is commissioned and authorised to manage the client’s current insurance contracts and obtain quotes on their behalf.

To find out exactly what’s included in the mandate, why Article 45 of the Insurance Oversight Act (IOA) is mentioned and how the mandate is structured, click here.

The client advisors at Union Swiss Brokers Holding AG are highly knowledgeable about the insurance market, so every client can expect the best price/performance ratio. At Union Swiss Brokers Holding AG, the client always has the final say in determining what they want to insure and where. Union Swiss Brokers Holding AG takes care of the administrative side of things, such as:

Of course, this list is not exhaustive. Support and advice may vary depending on the size of the company, industry, place of residence and individual needs.

Marcel is thrilled with the advice and service he receives from Union Swiss Brokers Holding AG. After their first meeting, his client advisor immediately gets to work. He informs Marcel about the forms of insurance he’s required to have by law and establishes his insurance needs. He then obtains comparative quotes from various insurance providers. At their next meeting, Marcel will be able to choose the insurance solution that suits him best.

Marcel can leave the management of his commercial insurance policies to his personal client advisor, safe in the knowledge that he’s in good hands. The advisor will take care of the essentials, while the young entrepreneur focuses on building his business.

Here at Union Swiss Brokers Holding AG, we offer insurance advice tailored to your needs, which means added value for your business. Our advisors will work with you to carry out a comprehensive analysis of your requirements, backed up by our many years of industry experience and continuous further training. We can then make you an offer tailored to you and your business.

Our experts are always on hand, whatever your query, so book your consultation now. You can reach us by e-mail at burgdorf@unionsb.ch or by phone on 034 422 70 24.