digital processes
digital processes
SME
We help you get an insight and understanding of this complex market in order for you to obtain reasonable risk coverage at the best possible price-performance ratio.
We work together with all most important suppliers and engage regularly in further training, which allows us to be constantly up-to-date with the latest developments.
FOUR REASONS WHY TO CHOOSE US.
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We react to new trends and improvements that regularly occur in the insurance market. This allows us to negotiate better premiums for you. Also, we inform you on an ongoing basis as to new offers and better products or on the many changes occurring in the field of occupational pension schemes. You will be surprised at all the things we can do without needing your help.
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Independence is the main difference between a broker and an insurance field representative. UFS works together with approximately 50 partners and knows exactly which companies are best in which areas.
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UFS is among the few insurance brokers in Switzerland to openly disclose its brokerage fees. This means that clients know precisely how much UFS earns on their product portfolio. Brokerage fees only vary slightly between insurance companies, which ensures that UFS does not have any monetary incentive towards specific products.
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As a customer of UFS, you benefit from our digital progress. Upon request, all our customers will receive an E-file so that they can access their portfolio at any time and make claims notifications online.
«The others sell, we provide advice.»
Customer
Signs mandate
UFS
Signs mandate
Defines contact person
Notifies insurers
Gathers all documents
Examines all policies
Checks underinsurance and overinsurance
Verifies possible double coverages
Gathers loss ratios
Customer
Kick-off meeting (2 hrs)
UFS
Kick-off meeting (2 hrs)
Defines processes and procedures
Matches staff regulations and GTC to insurance coverage
Scours markets, requests quotes
Prepares quote comparisons
Negotiates with insurers
Customer
Implementation meeting (2 hrs)
UFS
Implementation meeting (2 hrs)
Adapts contracts, submits policy cancelations
Examines new policy documents
Creates a policy overview and information sheets
Provides information to staff
Provides training to the Employee Pension Committee
Schedules next steps
Customer
Signs mandate
UFS
Signs mandate
Defines contact person
Notifies insurers
Gathers all documents
Examines all policies
Checks underinsurance and overinsurance
Verifies possible double coverages
Gathers loss ratios
Kick-off meeting (2 hrs)
Kick-off meeting (2 hrs)
Defines processes and procedures
Matches staff regulations and GTC to insurance coverage
Scours markets, requests quotes
Prepares quote comparisons
Negotiates with insurers
Implementation meeting (2 hrs)
Implementation meeting (2 hrs)
Adapts contracts, submits policy cancelations
Examines new policy documents
Creates a policy overview and information sheets
Provides information to staff
Provides training to the Employee Pension Committee
Schedules next steps
WHAT OUR CUSTOMERS SAY
