Our Services
Comprehensive consulting and support for all your insurance needs
01
Needs Analysis
We analyze your current life situation and identify your individual protection needs. We take into account:
- Your professional situation and income conditions
- Marital status and support obligations
- Existing assets and liabilities
- Future plans and life goals
02
Market Comparison
With access to over 100 insurance companies, we find the optimal solution for you:
- Comprehensive tariff comparison of all relevant providers
- Evaluation of price-performance ratios
- Analysis of terms and conditions and exclusions
- Consideration of financial strength and service of insurers
03
Portfolio Optimization
Your existing insurance policies are put to the test:
- Analysis of gaps in insurance coverage
- Identification of duplicate insurance policies
- Review of outdated or overpriced tariffs
- Optimization recommendations with concrete savings potential
04
Claims Management
In case of a claim, we stand by your side:
- Support with claims reporting
- Communication with the insurer
- Review of rejection notices
- Enforcement of legitimate claims
Transparent Compensation
You have a choice between two compensation models
Commission Model
Consulting is free for you
- Compensation through commission from the insurer
- No direct costs for you
- Long-term support included
- Ideal for standard products
Recommended
Fee-Based Model
Maximum independence
- Fixed compensation on an hourly basis
- Complete independence
- Refund of commissions possible
- Ideal for complex consultations