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Insurance adaptation and optimisation

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When it comes to insurance, a one-size-fits-all approach is often not the best one. Your life is unique, your goals are distinct, and your personal risks are specific. That’s why our insurance adaptation and optimisation service is more than just an option – it’s a must.

Your life changes, and with it your insurance needs. From weddings to births, careers to retirement, each stage brings its own unique challenges. By constantly adjusting your insurance, we ensure that you have the right cover for every phase of your life, avoiding potential gaps that could jeopardise your financial security.

Think of our service as an investment in your future. The right adjustments today can make a huge difference tomorrow. We’re here to guide you and help you avoid any future problems with your insurance cover.
Peace of mind is priceless, and with us, it’s within your reach.

All our services have a clear action plan

Stage 1

Comprehensive needs assessment

Understand the customer’s specific needs by carefully analysing their lifestyle, future plans and the potential risks to which they are exposed.

Stage 2

Detailed analysis of existing policies

An in-depth analysis of the terms, conditions and exclusions of each policy is carried out. We compare current cover with the needs identified in step 1, looking for ways to improve relevance and effectiveness.

Stage 3

Customised optimisation proposal

Based on the assessment and analysis, we make personalised recommendations. This may include adjustments in the amounts of cover, the addition of new cover or the consolidation of policies for greater efficiency.

Stage 4

Implementation and ongoing monitoring

We help the customer implement the recommended changes, work with the insurers to adjust the policies, and keep in regular contact to ensure that the cover remains relevant over time.

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Insurance’s portfolio analysis

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Analysis of your needs

Claims management

Administrative management

Global offer

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