Insurance’s portfolio analysis
Explore peace of mind with our insurance portfolio analysis service. A deep dive into your existing coverages is the first step.
Imagine a service that goes far beyond a simple review of your insurance policies. Our portfolio analysis provides a detailed view of your policies, identifying opportunities for optimisation and potential savings.
Choose informed confidence. Our neutral approach examines every element of your cover, with the aim of providing you with a freeze-frame, an analysis of the current situation.
All our services have a clear action plan
Stage 1:
collect informations
The process begins by carefully gathering all the information relating to the customer’s current insurance portfolio. The aim of this phase is to obtain a complete overview of existing policies, cover, exclusions and associated costs.
Step 2:
an in-depth analysis
Once the data has been collected, we carry out an in-depth analysis, examining every detail, identifying any duplication, potential gaps and opportunities for improvement. This stage is crucial to fully understanding the strengths and weaknesses of the existing portfolio.
Step 3:
custom report
Based on the results of the analysis, a personnalised report is generated. This document clearly details the conclusions of the assessment, highlighting the aspects that are working well and those that require particular attention. Recommendations are formulated in a clear and transparent manner.
Step 4:
consultation and adjustments
he final stage involves an in-depth consultation with the client. We review the report, discuss the observations, and suggest and prioritise specific adjustments. This phase is interactive, to ensure that the client fully understands the recommendations and is comfortable with the proposed changes.
Look to other our services for companies
Analysis of your needs
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Insurance adaptation and optimisation
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Claims management
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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