The company is an insurance consulting firm specializing in the brokerage and management of insurance policies for business and private customers in Switzerland. The core activities include: insurance consulting and brokerage, management of existing and new insurance policies, creation of individual insurance packages, identification of under- and over-insurance and creation of savings potential, tax consulting and declaration for natural persons, financial consulting and planning. The company also offers additional services such as workshops, seminars, and support with tax returns.