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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingBaselJC Insurance Brokers GmbH
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JC Insurance Brokers GmbH

Summary

About the company

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.

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Products & services

Industry:Insurance Brokerage & Consulting
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✓ Offered5
Insurance consulting
Insurance advice for business and private clients, including risk analysis, pension planning analysis, quote comparison and support when taking out, changing and providing ongoing coverage.
Insurance administration
Administration of existing and new insurance policies, including review, adjustments when changes occur, and support in the event of claims and policy changes.
Retirement planning analysis
Analysis of the retirement planning situation with advice regarding the AVS and BVG, as well as death and disability risks, and suitable planning solutions.
Tax return
Completion and processing of tax returns, including review of the documents, consideration of deadlines and cantonal specifics.
Acquisition of a company
Support when purchasing a brokerage firm, as a buyer for client portfolios or as a successor with experience and ongoing client service.

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Location

Aeschenplatz 6
4052 Basel

At a glance

Legal form
Limited Liability Company
UID
CHE-190.771.922
Founded
2019 · 7 years
Last commercial register change
January 4, 2024
Employees
1 to 10

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