Insurance Brokerage & Consulting in the
Canton of Vaud

Simply Conseils SA

Since 2014 · 11–20 empl.·4.7(20)

The core activity of Simply Conseils SA is the consulting and brokerage of insurance solutions for private individuals and companies. The company offers a wide range of insurance services, including: * Consulting and brokerage of insurance solutions for businesses (commercial insurance, accident insurance, loss of earnings due to illness, LPP/2nd pillar insurance, legal protection for businesses, cyber insurance, fleet insurance, transport insurance) * Consulting and brokerage of insurance solutions for private individuals * Risk analysis and solution development * Ongoing and personalized customer support The company works with leading insurance companies to offer its customers the best solutions.

FBBR, forte broker bureau romand Sàrl

Since 2004 · 1–10 empl.·4.6(21)

The core activity of Forte Broker includes brokerage and consulting services in the following areas: insurance, pension planning, mortgages, and real estate (including brokerage and valuation of properties). The company offers personalized solutions for businesses and individuals and has an independent and experienced consulting team.

SUISSASSUR SA

Since 2012 · 1–10 empl.·4.7(20)

The core activity of SuissAssur is the brokerage and management of insurance solutions for private individuals and companies. This includes the areas of: * Brokerage of insurance policies for various risks * Consulting and planning of prevention and provision solutions * Financial planning and investment consulting * Risk management and cost efficiency for companies SuissAssur positions itself as an independent broker and advisor, addressing the individual needs of its customers and offering tailored solutions.

UAG et associés SA

Since 2014 · 1–10 empl.·5.0(6)

The core activity of UAG & Associés S.A. consists of providing services in the field of finance and insurance, particularly in the following areas: Private Insurance, Corporate Insurance, Family Office services, Real Estate Financing, Pensions and Investments, Life Insurance, Investments and Savings in the third pillar, and Business Creation. The company thus offers a wide range of financial and insurance services for individuals and companies.

ACG Analyse Conseil Gestion SA

Since 2019 · 1–10 empl.·4.8(15)

ACG Analyse Conseil Gestion SA is an independent insurance broker acting as an intermediary between private and corporate clients and insurance companies. It provides insurance portfolio analysis and management, claims assistance, risk assessment, and the sourcing and comparison of offers from multiple insurers.

FG investment Sàrl

Since 2009 · 1–10 empl.·5.0(16)

The core activity of FG investment Sàrl is the brokerage and consulting of insurance services for private individuals and companies. The company offers a wide range of insurance products, including accident, health, travel, liability and life insurance, as well as specialized insurance for companies, such as disability and transport insurance. The company's experts advise clients on the selection and optimization of their insurance solutions and provide support in the management of insurance policies.

BCD Financial Group Sàrl

Since 2018 · 1–10 empl.·4.5(30)

The core activity of BCD Financial Group is the provision of financial services, including: tax consulting (Fiscalité), pension planning (Prévoyance), investment consulting (Investissement), credit brokerage (Crédits), insurance services (Assurances), and mortgage consulting (Hypothèque). The company thus offers a wide range of financial services for private individuals.

Spondeo Sàrl

Since 2021 · 1–10 empl.·5.0(25)

The core activity of Spondeo Sàrl is the brokerage and management of insurance policies for private individuals and companies (SMEs). The company offers various insurance services, including the management of existing contracts, the handling of claims, the issuance of insurance certificates and the creation of insurance offers.

Patrya Gestion Sàrl

Since 2016 · 1–10 empl.·4.3(25)

Patrya Gestion offers administrative support and consulting services to private individuals and families in Switzerland. The core activities include: Support in optimizing insurance premiums and tax returns, Consulting on the use of the 2nd pillar (pension savings) for the purchase of real estate, Assistance in preparing tax returns and other administrative tasks, Mediation of contacts with partners from the banking and insurance industry, Support in applying for subsidies and other administrative matters. The company positions itself as a private provider of administrative services, aiming to simplify the complex administrative tasks of its clients.

INSWIFT Sàrl

Since 2009 · 1–10 empl.·5.0(5)

The core activity of Inswift SàRL is the brokerage and consulting of insurance services, particularly for expats in Switzerland. The company offers a wide range of insurance policies, including health insurance, international insurance, maternity insurance, liability insurance, legal protection insurance, pension planning and more.

GENERAL FINANCIAL SERVICES SARL

Since 2014 · 1–10 empl.·5.0(6)

GFS (General Financial Services) is an independent intermediary for insurance and finance. The company's core activity is to support customers in selecting and managing insurance solutions. This includes analyzing the individual needs and risks of customers, selecting suitable insurance products from various providers, and managing contracts. GFS thus provides its customers with comprehensive advice and support in shaping their insurance solutions.

Tikall Assurances Suisse SA

Since 2022 · 1–10 empl.·5.0(14)

Tikall is an insurance broker offering innovative and high-performance solutions to its clients. The company's core activity is to find and provide the best insurance solution for its clients by comparing various insurance products and adapting them to the client's specific needs. This also includes the management of insurance contracts and market monitoring to ensure that clients receive the best coverage at a fair price.

Agence JP Conseils - Jacques Pittet

Since 2015 · 1–10 empl.·4.6(10)

Agence JP Conseils - Jacques Pittet is an insurance brokerage and advisory business that supports private clients and companies with insurance selection and policy management. The website lists private and corporate mandates, as well as related services such as pension, legal, and mortgage advice.

Assurances Consulting JP Sàrl

Since 2019 · 1–10 empl.·4.6(10)

Assurances Consulting JP Sàrl provides consulting and brokerage services in the insurance sector for private individuals and businesses. The website also presents personalised support and assistance in selecting suitable coverage and partner solutions.

GONTHIER & SCHNEEBERGER SA

Since 2003 · 21–50 empl.·4.3(7)

GONTHIER & SCHNEEBERGER SA is an insurance brokerage that provides risk analysis, advisory services and management of insurance portfolios for companies. Services include property and business insurance, personal insurance, occupational and individual pension solutions, construction-related insurance, mortgage financing and claims management; the firm is registered with FINMA (F01044155).

Préville SA, AGC Consulting

Since 1969 · 1–10 empl.

Préville SA, AGC Consulting provides advisory and brokerage services in risk management, insurance and pension solutions. The firm serves private clients and businesses, offers mortgage financing brokerage and assists with policy placement, claims handling and contract management.

ELG partners S.A.

Since 1985 · 1–10 empl.

The core activity of ELG Partners SA is consulting and brokerage services in the areas of insurance, finance, and mortgages. Specifically, this includes: Insurance: Consulting and optimization of insurance solutions for companies, self-employed individuals, and private individuals; Finance: Expertise and management of assets, including tax optimization, pension analysis, and investment strategies; Mortgages: Consulting and support for the realization of real estate projects, including feasibility analyses, investment strategies, and selection of service providers (banks/insurance companies).

Novative SA

Since 1993 · 11–20 empl.

The core activity of Novative is the development and provision of HR software (Human Resource Management System, HRMS) as well as the provision of outsourcing services for personnel administration and payroll accounting (Global Payroll) for companies in various industries and countries.

Vonlanthen Consulting SA

Since 2000 · 11–20 empl.

The company provides services in the area of pension fund management, including accounting, invoicing, payment of benefits, pension fund management, coordination with third-party organizations, and organization of foundation board meetings. It also offers insurance-related services, such as the development of rehabilitation concepts, risk analysis, and assessment according to national and international accounting standards. Furthermore, the company provides legal advice, data protection advice, and expertise in the field of pension institutions. The company's core activity is the management and consulting of pension institutions.

PARTIALE, Assurances-courtage Jacques Pittet

Since 2000 · 1–10 empl.

PARTIALE, Assurances-courtage Jacques Pittet provides insurance brokerage services focused on risk analysis and insurance portfolio management. Services include analysis of existing coverages, coordination of insurance benefits, cost optimization, claims management programs, advice on social insurance and administrative support.

PARTIALE Assurances Sàrl

Since 2001 · 1–10 empl.

The company's core activity is the consulting and brokerage of insurance services for businesses, particularly in the area of risk management. The company offers specialized services to support businesses in identifying, assessing and managing risks, and helps them optimize their costs and achieve substantial savings.

DUFAUD ASSUREUR CONSEIL DAC SA

Since 2004 · 1–10 empl.

The core activity of DAC (Dufaud Assureur Conseil) is the consulting and brokerage of insurance solutions for private individuals, companies and events. The company provides independent consulting and develops customized insurance concepts tailored to the individual needs of its clients. This includes special risks such as fraud, malice, kidnapping and professional liability. In addition, the company offers services in the field of social security, including the analysis of needs and the brokerage of prevention solutions.

TOUT SIMPLE Services Sàrl

Since 2006 · 1–10 empl.

The core activity of the company 'Tout Simple Services Sàrl' consists of providing services in the fields of finance, insurance and legal advice for companies and private individuals. Specifically, this includes the brokerage of insurance, consulting on mortgages and loans, the preparation of tax returns, as well as legal advice for companies and self-employed individuals.

Agence Mendes

Since 2006 · 11–20 empl.

Agence Mendes is an independent insurance broker providing advisory and comparative services for private and corporate clients. Services include health insurance (including LAMal and cross-border solutions), pension advice (3rd pillar), property and liability insurance, legal protection, mortgage financing and assistance with tax declarations.

Chris-Conseil Sàrl

Since 2006 · 1–10 empl.

Chris-Conseil Sàrl provides medical-sanitary safety services and event medical support, and offers trainings for individuals and companies. Services cover corporate events, festivals, sports and public events, alongside training programmes for private persons and businesses.

Assurplus Sàrl

Since 2007 · 1–10 empl.

The core activity of Assurplus is the brokerage and management of insurance services for private individuals, self-employed individuals and small and medium-sized enterprises (SMEs). They offer tailored solutions for various types of insurance, such as health insurance, car insurance, liability insurance and pension planning. The company acts as an intermediary between customers and insurance companies, providing advice, management and administration of insurance contracts.

Helvetia International SA

Since 2008 · 1–10 empl.

The core activity of Helvetia International SA is the provision of financial and insurance services, particularly in the areas of: real estate financing (also for non-residents), insurance (individual, corporate, international), retirement planning, tax optimization and declaration, investment advice and planning, estate planning, and services for expats and cross-border commuters. The company acts as an independent and impartial advisor, offering solutions through internal and external experts.

Fondation Comoedia

Since 2008 · 11–20 empl.

Fondation Comoedia brings together employers in the arts, culture, performing arts and audiovisual sectors to negotiate insurance contracts with benefits adapted to artistic professions. It arranges collective accident insurance (LAA/LAAC) and an optional sickness daily-allowance scheme (AMPG), acts as intermediary for wage declarations and premium collection; the insurer is SWICA and administration is handled by Swiss Life Pension Services SA.

AF Consult Sàrl

Since 2010 · 1–10 empl.

The core activity of AF Consult is the brokerage and consulting of insurance solutions and financial services, including mortgages, for private individuals and companies. The company offers a wide range of insurance products, including life insurance, health insurance, accident insurance, liability insurance, property insurance, and specialized insurance such as travel insurance, construction insurance, and boat insurance. In addition, AF Consult provides consulting and brokerage services for financial products such as mortgages and pension plans.

P&P Solutions SA

Since 2012 · 1–10 empl.

P&P Solutions SA is an independent insurance broker offering a wide range of insurance services, including consulting, analysis and management of insurance solutions for companies and individuals. The company's core activity is to support customers in selecting and managing insurance policies to cover their specific risks and needs.

Global Conseil SA

Since 2012 · 11–20 empl.

The core activity of Global Conseil SA is the distribution and brokerage of insurance services, including: Private insurance, Corporate insurance, Pension planning, Real estate insurance, Life and pension insurance, Health and personal insurance, Property and asset insurance. The company also provides consulting and brokerage services for insurance solutions for businesses and individuals.

Cabinet d'assurances MRJ - associés - Meyer, Rod et Jost

Since 2013 · 1–10 empl.

The company Cabinet MRJ offers services in the areas of insurance, pension planning, financing, real estate, inheritance and transfer. It is a consulting and service company that supports customers in these specific areas.

Advisor Swiss Insurance (ASI) SA

Since 2014 · 1–10 empl.

Advisor Swiss Insurance (ASI) SA provides insurance programs and services for private and corporate customers, including coverage for medical and paramedical professionals, legal protection, international student health insurance, and commercial products such as motor, property, liability, cyber and occupational pension solutions.

BV Conseil SA

Since 2014 · 1–10 empl.

The core activity of BV CONSEIL SA is the brokerage and sale of insurance services, including: Private insurance (Assurance privé), Health insurance (Assurance maladie), Property insurance (Assurance chose), Pension plans (Prévoyance), Legal protection insurance for individuals and companies (Protection juridique particulier and Protection juridique des entreprises), Business insurance, including liability insurance (Assurance entreprise RC entreprise), Fleet vehicle insurance (Assurance flotte véhicule), Technical insurance (Assurance technique), Transport insurance (Assurance transport), Personal insurance (Assurance de personne), and Occupational pension plans (Assurance de prévoyance professionnelle). The company also provides tax return services (Déclaration impôts).

Médigest Assurances Sàrl

Since 2016 · 1–10 empl.

Médigest Assurances Sàrl is an insurance brokerage firm specializing in health professionals and liberal professions. Its services include insurance evaluation and selection, portfolio monitoring, tax and financial optimization, retirement planning, and human resources and payroll management.

MD Assurances & Conseils SA

Since 2017 · 1–10 empl.

The core activity of MD Assurances & Conseils SA is the brokerage and sale of insurance services, as well as the provision of financial and wealth management consulting services for individuals and companies. The range of services offered includes, among others: * Brokerage of insurance policies for various areas such as health, accidents, liability, property insurance, travel insurance, and more * Consulting and brokerage of pension and retirement planning solutions * Mortgage and credit brokerage * Wealth and financial planning * Tax consulting and declaration * Notary services The company positions itself as a comprehensive service provider for all aspects of financial security and wealth management.

Navis Insurance SA

Since 2017 · 1–10 empl.

The core activity of Navis Insurance Ltd. is the insurance of transports, particularly in the field of marine insurance. The company offers customized insurance solutions tailored to the needs of its customers for the transportation and storage of goods worldwide.

I-Courtage SA

Since 2018 · 1–10 empl.

I-Courtage SA is an insurance broker serving private and corporate clients. The company manages and advises on insurance portfolios and offers products including professional liability, fleet, property, technical and directors’ liability insurance, personal and transport insurance, occupational pension solutions and legal protection.