Insurance adaptation and optimisation

We turn business insurance into a strategic force. Our 4-stage service offers a complete overhaul of your insurance policies, tailored precisely to your needs and constantly evolving.

Comprehensive Analysis: An exhaustive assessment of your existing insurance to identify inefficiencies and gaps.
Customised Understanding: Detailed interviews to understand your company’s unique risks, anticipate future needs, and align insurance accordingly.
Tailored Optimisation: Expert restructuring of your policies to eliminate overlaps, add relevant cover, and negotiate optimal terms and conditions.
Proactive management: Constant monitoring, real-time adjustments, regular renegotiations with insurers, and strategic advice for ongoing adaptation.
A refined insurance portfolio, guaranteeing maximum cover and financial efficiency. Make insurance a strategic asset, ready to grow with your business.

All our services have a clear action plan

Stage 1

Comprehensive assessment of existing insurance policies

Comprehensive assessment of existing insurance policies
Objective: In-depth analysis of all insurance policies in force. Process: Careful collection and analysis of existing insurance documents, identification of areas of overlap, and assessment of conditions and cover.

Stage 2

In-depth analysis of current risks and needs

In-depth analysis of current risks and needs
Objective: To understand the specific risks and evolving needs of the business. Process: Detailed interviews to explore specific aspects of the business, assess emerging risks, and anticipate future needs.

Stage 3

Customised restructuring of insurance policies

Customised restructuring of insurance policies
objective: To optimise policies so that they are perfectly aligned with the company’s specific needs. Process: In-depth review of existing policies, adjustments to eliminate duplication, addition of relevant new cover, and active negotiation with insurers.

Stage 4

Proactive management and continuous adaptation

Proactive management and continuous adaptation
objective: To ensure dynamic insurance management, anticipating changes in the business environment. Process: Implementation of monitoring systems, adjustments in line with changes in the company, regular renegotiation with insurers, and strategic advice for constant adaptation.

Contact us according to your needs

Select the option that best suits your situation. All appointments are confidential and without obligation.

🕒 Initial contact – 15 minutes (free of charge)

A free 15-minute chat to briefly discuss your situation. This will help us determine whether a consultation would be useful.

Book this free contact

📞 Personalised advice – 30 mins (CHF 60)

Questions about a product, a warranty, or your rights? Take advantage of a clear and straightforward analysis based on the LCA and market practice.

Book a 30-minute session

📑 In-depth analysis – 60 min (CHF 100.–)

Structured support to review your portfolio, compare products, optimise your coverage or clarify a dispute.

Book a full session