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The Swiss insurance and pension advisory market has become increasingly demanding. Growing regulatory requirements, rising administrative workloads and higher client expectations present significant challenges, particularly for independent insurance brokers.

Many brokers therefore ask themselves: How can independence be maintained while benefiting from professional structures, a strong network and targeted support?

One possible answer is a partnership with Union Swiss Brokers Holding AG (USB). You can find more information about the offer for brokers on the “Become a Partner” page.

Union Swiss Brokers Holding AG is a broker association aimed at independent insurance and pension brokers. The goal is to combine entrepreneurial independence with professional support structures.

As a partner, you remain fully independent:

At the same time, you benefit from an established network and clearly defined services in the background.

A key element of the partnership is the consistent focus on the independence of its brokers. The collaboration is neither a franchise system nor an employment relationship.

Union Swiss Brokers Holding AG sees itself as:

This creates security and clarity, without restricting personal identity or individual advisory approaches.

A major advantage of the partnership lies in access to a broad and diversified network of insurance and pension partners in Switzerland.

Partners of Union Swiss Brokers Holding AG benefit in particular from:

Access to insurers and pension partners is simplified, while client relationships remain entirely under your responsibility.

Administrative tasks often consume valuable time in a broker’s daily work. Depending on the partnership setup, Union Swiss Brokers Holding AG provides targeted administrative support in the background, including personal support and points of contact at the head office in Burgdorf.

The aim is to create more time for:

The scope of support is tailored to actual needs, without rigid structures.

Efficient and structured advisory work requires professional digital tools. Depending on the form of collaboration, partners of Union Swiss Brokers Holding AG have access to proven solutions that support advisory services, analysis and administration.

These include, among others:

These systems enable structured, transparent and efficient advisory services, both in insurance and pension planning.

In addition, AI‑supported analysis tools may be used to prepare decision‑making data more quickly and efficiently, for example when analysing client data, scenarios or comparative models.

Union Swiss Brokers Holding AG regards artificial intelligence as a supporting tool. Professional assessment, advisory services and the final preparation of solutions always remain the responsibility of the broker.

Modern technologies can therefore be used in a meaningful way, without replacing personal advice or professional accountability. The systems in use are established in the market and are continuously further developed.

A professional market presence is equally important in a B2B environment. Within the partnership with Union Swiss Brokers Holding AG, marketing support is an integrated component and not a separate add‑on service.

Depending on the partnership structure, partners benefit from:

The focus lies on clear and professional visibility that supports – not replaces – the personal advisory approach.

Continuing education and personal exchange form another pillar of the collaboration. Partners benefit from:

Training sessions are primarily held at the head office in Burgdorf or delivered by specialists from partner companies.

Since 2011, Union Swiss Brokers Holding AG has stood for an approach that combines professional expertise with genuine partnership.

All advisers are registered in the FINMA register and meet the legal requirements for responsible and compliant insurance and pension advice.

A partnership with Union Swiss Brokers Holding AG is designed for brokers who wish to:

The combination of independence, network access, digital tools and marketing support provides the foundation for sustainable growth and a stronger focus on advisory work.

Would you like to remain independent while benefiting from a strong network, professional tools as well as marketing and AI support?

We would be pleased to discuss, in a non-binding conversation, whether a collaboration would be suitable for you.

Find out on our B2B page what collaboration with Union Swiss Brokers Holding AG looks like in practice and whether this model suits your way of working.

This article was first published in December 2021 and fully revised and expanded in 2026.