Private CareDesk

  • Personal treatement of your employees requests
  • Our caredesk is available Monday to Friday from 8:30am to 6:00pm, in French and in English
  • Personal meeting with insured (home based, office, etc.)

Our job

  • Personal advice for insurance and occupational benefit contracts subscription
  • Administrative management of your contracts
  • Coordination with company insurance and pension funds
  • Managing disputes with insurance companies
  • Personalised processing of your contracts to meet your needs
  • Fiscal and patrimonial consultation (Pension fund, etc.)

Our strengths

  • Multilingual team
  • Strong expertise in retirement optimization
  • Speciality in Fine Art
  • Only one entry point for private insurance contracts
  • Tariff advantage in all fields of insurance and occupational benefit
  • Unique tool to deliver a personnalized Individual Benefit Statement
  • Daily management of more than 12’000 insured

Your contact

Joël Théodoloz
Joël Théodoloz
Private Clients Director

Contact us

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