Why choose us
How we work
The security you are looking for, the service you deserve: a clear three-step method, from risk analysis to ongoing management.
Our approach
The security you are looking for,
The service you deserve
By working with practically all Swiss insurers across every line of insurance, we offer a complete range of services including business analysis, pension-provision analysis and retirement analysis. This allows us to understand the needs, and any gaps, of businesses and private clients in every insurance sector, ensuring correct cover in a variety of scenarios for companies, freelancers and individuals. We also take our clients’ tax considerations into account.
The stages of the process
Tailor-made advice
A tailor-made approach to advice
We provide assistance with public contracts, including advice on public tenders and the preparation of bids. Our advisory approach is personalised and aimed at meeting the specific needs of each client.
01
Risk analysis
It begins with a careful analysis of the client’s current situation, identifying the events that could undermine the stability of the business and assessing the related risks. We then analyse the existing policies to identify any gaps, exclusions, contractual limitations and double insurance.
02
Assessment and optimisation of cover
It involves our technical advisers and experts in addressing the risks identified. We decide which risks to insure and in what order of priority, revising existing policies where necessary and preparing an optimised, advantageous insurance plan. Thanks to more than 50 partners, various solutions can be compared, the best identified and the best solution on the market provided, with the best value for money.
03
Management and monitoring
The third stage is the precise, comprehensive management of the client’s insurance package: checking, monitoring and support in managing policies, and assistance in the event of a claim. The whole LG Swiss Broker team is at the client’s disposal to resolve any situations that arise in the best possible way and as quickly as possible, providing complete assistance designed to spare clients any stress.
Let’s talk
With LG Swiss Broker you have a reliable partner by your side.
Contact us now to start protecting your future
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Mandates
To provide insurance brokerage services, the appropriate authorisations must be obtained. These are granted by signing mandates, of which there are two types: the Analysis Mandate and the Management Mandate.
Mandate
Analysis mandate
This mandate allows LG Swiss Broker to carry out an insurance analysis and assess the client’s position without granting management rights. It is essentially an analysis shared with the client to evaluate the current position and suggest any improvements. However, the broker does not yet become the main point of contact.
Mandate
Management mandate
By contrast, the Management Mandate is an agreement in which the client authorises LG Swiss Broker to manage, negotiate, act and request quotes on their behalf, always subject to their approval. In this way, the broker becomes the client’s main point of contact. In addition to carrying out more in-depth business and personal analyses, this mandate allows LG Swiss Broker to act on the client’s behalf in public contracts, assisting with the preparation of tenders and the request for quotes. This mandate is of unlimited duration and can be revoked at any time, with immediate effect, without giving any reason and without penalty.