Personal consulting –
digital processes Personal consulting –
digital processes

Just 3 minutes to be fully informed

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.

Proactive approach
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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.

Independence
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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.

Transparency
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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.

Digital
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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

Active Management «As a healthcare service provider, the needs of our patients come first. With the support and advice of UFS Insurance Broker AG, we are sure that we have chosen the best possible insurance solutions not only for our companies but also for each individual employee. This allows us and our employees to focus on our essential task; the health of our patients.» active physio niederhasli GmbH + active training niederhasli GmbH Anna Derks Soreco Head of Finance & Administration Member of the Executive Board «For more than two years now, UFS Insurance Broker AG has been supporting us as a professional partner for all insurance matter. The entire team is highly competent, helpful and experienced. We value the cooperation and support very much and can recommend UFS Insurance Broker AG without restrictions.» Soreco AG Christine Diener WFJB «The core business of the WFJB Foundation is the professional support of people with disabilities. We are grateful that we can rely on the professional cooperation with UFS Insurance Broker AG in all insurance matters. Thanks to their competence and foresight, both the people with disabilities and the employees benefit. We are proud to have UFS Insurance Broker AG as our partner.» Stiftung Wohnraum für jüngere Behinderte WFJB Esther Hilbrand Real Clean «With the professional support during this long-term cooperation we have with UFS Insurance Broker AG a reliable partner beside us. UFS always advises us in insurance questions competently and to our goodwill.» Real Clean GmbH Toni Romano Luechinger Member of the extended Management «UFS Insurance Broker AG is a competent partner who has assisted us for years in selecting and managing our different insurance relationsships. We value their highly professional, proactive and responsible support.» Dr. Lüchinger + Meyer Bauingenieure AG Matthias Kunze CH-Medien Director «It is important for a small office of an association with little resources and know-how that a service provider plays an active role in optimizing our insurance portfolio. The UFS does that excellent.» Verband Schweizer Medien Andreas Häuptli

NON-BINDING REQUEST

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Peter Blatter, Managing Partner

044 389 25 21

peter.blatter@ufsag.ch

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