Insurance Brokerage & Consulting in
Zurich

Veritas Consulting AG

Since 2003 · 1–10 empl.·4.5(42)

The core activity of Veritas Consulting AG is the independent consulting and brokerage of financial and insurance services for private and business customers. This includes, in particular, the brokerage of insurance policies, support for company formations, the brokerage of loans, the management of business accounts, and assistance with tax matters.

Arcos Pazos Consulting

Since 2015 · 1–10 empl.·4.8(132)

The core activity of Arcos Consulting is the provision of services in the fields of finance, taxes and insurance, particularly for expats and returnees to Spain. The specific activities include: tax returns and planning, insurance brokerage, planning and consulting of retirement and pension plans, and support for returning to Spain, including handling necessary formalities. The company thus offers a comprehensive range of financial services tailored to the needs of individuals and companies.

AIC Swiss AG

Since 2020 · 11–20 empl.·5.0(14)

The company provides specialized insurance services, particularly for companies in the life science, industrial production, service industries, and clinical trials sectors. They support their clients in risk identification, the development of cross-border insurance concepts, and the enforcement of claims. Additionally, they offer consulting services in the areas of occupational pension provision and international personal insurance.

BK&P AG, Treuhandgesellschaft

Since 1986 · 21–50 empl.·5.0(4)

The core activity of BK&P AG is the provision of trust services, including accounting, tax consulting, financial accounting and insurance services, for small and medium-sized enterprises, institutions, private individuals and listed companies.

esurance AG

Since 2013 · 11–20 empl.·4.3(16)

The core activity of esurance is the development and provision of Software-as-a-Service (SaaS) solutions for the automation of sales and underwriting processes in the insurance industry, particularly for SME insurance companies.

Optimatis AG

Since 2016 · 1–10 empl.·4.8(283)

The core activity of Optimatis is to act as an online insurance broker, supporting customers in selecting and concluding insurance policies in the areas of health insurance and pension planning. To this end, the company offers a free consulting and comparison service, which includes several customized offers from various insurance companies tailored to the customer's needs. The goal is to help customers optimize their existing insurance policies and save money.

Andrade Finance GmbH

Since 2015 · 1–10 empl.·5.0(14)

Andrade Finance GmbH provides financial advisory and planning services, offering tailored guidance on insurance, pension planning, taxes and legal matters. The firm also advises on real estate and mortgage financing, trust services and loans.

VCW Versicherungs-Treuhand AG

Since 1993 · 11–20 empl.·4.6(9)

The core activity of VCW Versicherungs-Treuhand AG is the consulting and brokerage of insurance solutions for various industries and clients, including risk analysis, product management and claims management. The company offers specialized services for pharmacies, therapists, construction, real estate, pension funds and other areas, with the goal of supporting customers in securing their risks and ensuring the long-term protection of their assets.

Horndasch & Partner AG

Since 2010 · 11–20 empl.·4.5(11)

The core activity of Horndasch & Partner AG is the independent consulting and brokerage of insurance solutions for private and business clients, particularly for medical and dental practices, as well as the analysis and optimization of existing insurance contracts.

Veritas Group AG

Since 2022 · 1–10 empl.·4.5(42)

Veritas Group AG advises private and corporate clients on insurance, pension and financial matters and arranges insurance coverage and credit solutions. The company supports company formation, provides bookkeeping and tax assistance, and manages claims and ongoing servicing of insurance portfolios.

Macam AG

Since 1985 · 11–20 empl.·5.0(4)

The company provides risk management and insurance services to various industries such as construction, real estate, hospitality and gastronomy, pension funds and services. The core activities include risk analysis, product management and claims management, to support customers in identifying and managing risks and protecting their assets in the long term.

JFA Azevedo AG

Since 2010 · 1–10 empl.·4.7(10)

JFA Azevedo AG provides accounting, insurance and loan mediation, tax-filing assistance and legal support services. The company also offers written translation and interpreting services and serves Portuguese-speaking clients as well as other customers.

Glatt Broker AG

Since 2022 · 1–10 empl.·4.9(21)

The core activity of Glatt Broker AG is the brokerage of insurance, loans and financial services, particularly in providing tailored insurance solutions, credit optimization and tax returns. The company offers its customers a comprehensive range of services to meet their financial needs and secure their future.

Global Sana AG

Since 2014 · 101–500 empl.·5.0(3)

The core activity of Global Sana AG is the independent and neutral consulting and brokerage of insurance and pension solutions for private clients, companies and municipalities in Switzerland.

Dehdar GmbH

Since 2016 · 1–10 empl.·5.0(11)

The core activity of Dehdar GmbH encompasses a wide range of services, including: trust services (classic trust, tax, financial and estate planning), corporate consulting, company formation, insurance solutions (home contents, business and other insurance), internet services (creation of websites), and private loans and mortgages (in cooperation with renowned credit institutions). The company positions itself as a full-service provider, offering its customers comprehensive care and consulting in various areas.

Kessler Consulting AG

Since 1970 · 51–100 empl.

Kessler Consulting AG provides companies across sectors with advisory services in risk management, insurance broking and occupational pension solutions, including pension fund management. The firm supports claim handling with legal assistance and provides international client support as the Swiss partner of Marsh.

REALPRISMA Versicherungs-Treuhand AG

Since 1991 · 11–20 empl.

The core activity of Realprisma Versicherungs-Treuhand AG is the independent consulting and brokerage of insurance solutions for SMEs, self-employed individuals and private persons. The company offers need-based insurance solutions with a reasonable price-performance ratio and assumes the administration of insurance contracts within the framework of a brokerage mandate.

SRB Assekuranz Broker AG

Since 1994 · 21–50 empl.

The company is a consulting firm specializing in the areas of insurance, pension planning and risk engineering. The core activities include: * Providing insurance solutions for companies and individuals in the areas of personal, property and asset insurance, as well as personal pension planning. * Offering risk engineering services to support customers in preventing and minimizing risks in the areas of safety, health and environment. * Developing and implementing individually tailored solutions with measurable added value for customers. * Accompanying and supporting customers in the implementation of management systems in the areas of EHS (Environment, Safety and Health) and risk management. The company positions itself as a leading consulting partner for companies and individuals in the mentioned areas.

Arthur J. Gallagher (Schweiz) AG

Since 1997 · 21–50 empl.

The company's core activity is the brokerage of business insurance and the provision of risk management services for companies. The company offers its customers individual solutions for their insurance needs and supports them in minimizing risks. In addition, the company also provides pension planning advice and other services to support companies and their employees.

Kuhn & Bülow Versicherungsmakler GmbH, Berlin, Zweigniederlassung Zürich

Since 1998 · 11–20 empl.

The core activity of Kuhn & Bülow Versicherungsmakler Group is the brokerage of insurance services, particularly in the field of fine art insurance. The company develops insurance concepts for its clients that focus on protecting works of art and other valuable assets.

UFS Insurance Broker AG

Since 1998 · 1–10 empl.

The core activity of UFS Insurance Broker AG is the independent consulting and brokerage of insurance solutions for companies and medical professionals in Switzerland and Germany. The company offers specialized services for start-ups, SMEs, corporations and medical professionals, including the analysis of insurance portfolios, the development of tailored solutions and support in the implementation of insurance programs.

Delta Consulting PG GmbH

Since 1999 · 1–10 empl.

The core activity of delta consulting GmbH is the provision of financial services, in particular: * Credit brokerage (private loans) * Insurance services (health insurance, private liability, vehicle, legal protection, household contents, occupational pension provision, accident insurance, daily sickness allowance, business property insurance, business and professional liability) * Tax consulting and declaration * Pension consulting (old-age provision, occupational pension provision) The company offers these services to both private and business customers.

Swiss Finance Service Center AG

Since 1999 · 11–20 empl.

The core activity of Swiss Finance Service Center (SFSC) is consulting and planning in the area of private and corporate pension and finance. This includes in particular: risk management, pension planning (3-pillar principle), capital investments, real estate financing, retirement planning, estate planning, pension fund management, and personal insurance. The company offers these services to both private individuals (especially university graduates and academics) and small and medium-sized enterprises (SMEs).

Gomringer Versicherungs - Treuhand

Since 2000 · 1–10 empl.

The core activity of Gomringer is the brokerage and management of insurance policies for owner-managed SMEs (Small and Medium-sized Enterprises) in the greater Zurich area. They offer services such as risk and portfolio analysis, tendering and comparison of offers, portfolio management, claims support and the implementation of insurance decisions.

Private Finance, AG für Finanzplanungen und Vermögensanlagen

Since 2001 · 1–10 empl.

The core activity of Private Finance AG is independent financial consulting and wealth management for private individuals. The services include in particular: Financial planning and wealth concepts, sustainable tax planning and tax optimization, consulting in the following special areas: pension planning, wealth structuring, liquidity planning, provision and insurance, real estate and mortgage consulting, participations and financing. Establishment and management of foundations, trusts and family offices, succession planning (company valuation, restructuring, sale, liquidation), insurance concepts for companies. The company works with selected partner companies and does not have its own investment products.

Swiss Insurance & Financial Advisors (SIFA) GmbH

Since 2001 · 11–20 empl.

The core activity of SIFA GmbH is the independent consulting and brokerage of insurance and financial products for private individuals, companies and expatriates. In particular, the company offers solutions for pension planning, life insurance and other financial products.

Chubb European Group SE, Courbevoie, Zweigniederlassung Zürich

Since 2004 · 51–100 empl.

Chubb European Group SE, Courbevoie, Zweigniederlassung Zürich is a branch of the Chubb group providing insurance products and services for corporate and individual clients. Its offerings include property, liability, marine/transport, cyber, financial lines and environmental insurance, as well as personal and accident cover, together with multinational programmes, risk engineering services and claims support.

Centerbroke GmbH

Since 2005 · 1–10 empl.

Centerbroke GmbH is an insurance brokerage and consulting firm that provides insurance management, risk analysis and placement of insurance solutions for corporate clients.

Ditor Versicherung GmbH

Since 2005 · 1–10 empl.

Ditor Versicherung GmbH provides insurance advisory and brokerage services for private clients. Services include health insurance comparisons as well as insurance products and advice for motor vehicles, household contents, personal liability, legal protection and life insurance.

LFV Luftfahrt-Versicherungslösungen AG

Since 2005 · 1–10 empl.

The core activity of Luftfahrt-Versicherungslösungen AG (LFV-AG) is the brokerage of insurance solutions for the aviation industry, particularly for business aircraft and turbine and jet engines. The company offers tailored insurance policies signed by AAA-rated insurers.

Overseas Reinsurance Agents AG

Since 2005 · 1–10 empl.

The company's core activity is the intermediation and distribution of reinsurance solutions for various markets, particularly: Japanese Kyosai-kai companies' reinsurance; Nanotechnology industry reinsurance, specifically for surface protection and antimicrobial product solutions; Cyber reinsurance and insurance, including protection against data breaches and malicious attacks on computer systems; Cryptocurrency reinsurance and insurance, including solutions for wallet services based on blockchain technology. The company also offers facultative, proportional and non-proportional treaty reinsurance programs and has a specialized relationship with a panel of reinsurers.

PFC Financial Consulting AG

Since 2006 · 1–10 empl.

PFC Financial Consulting AG is an independent insurance and pension consultancy. It provides insurance and pension advice for small and medium-sized enterprises, risk analysis, claims support and personnel pension consulting, and is registered as an insurance broker with FINMA (registration F01350185).

ZOEB GmbH

Since 2008 · 1–10 empl.

The core activity of ZOEB GmbH encompasses providing services in the following areas: Insurance (including motor, home, life, corporate, health, legal and construction insurance), Finance (including mortgages, loans, pension planning), Real Estate (including mortgages, real estate financing), and Tax Returns (including tax consulting, tax returns for private individuals). The company offers consulting, support and brokerage of insurance policies, financial products and real estate services, with the goal of providing customers with personalized service and favorable solutions.

Makler Vorsorge GmbH

Since 2010 · 1–10 empl.

Makler Vorsorge GmbH is an insurance representative that advises private and corporate clients and arranges insurance products such as health, motor, property and life/3rd-pillar policies, as well as liability and legal protection. The company also provides fiduciary, bookkeeping and tax-optimization services.

Deprez Experten AG

Since 2010 · 1–10 empl.

The core activity of DEPREZ Experten AG is the consulting, auditing and accompanying of pension institutions, in particular pension funds and other occupational pension institutions. The company's experts offer their services in the areas of pension insurance, actuarial services and pension planning, and support their clients in optimizing their pension concepts.

H1 Underwriting Services AG

Since 2011 · 11–20 empl.

The company's core activity is the brokerage and consulting of insurance and pension solutions, particularly for doctors and medical specialties. The company offers tailored solutions for professional liability insurance, retirement planning and other insurance needs, and works independently, efficiently and professionally to provide customers with the best price-performance ratio.

BFG BARONE Finance GmbH

Since 2012 · 1–10 empl.

BFG BARONE Finance GmbH provides financial and insurance advisory services and wealth management for private and corporate clients. Its offerings include pension and retirement planning (including 1e solutions), tax optimisation, asset management, mortgage and real-estate transaction support, insurance solutions and fiduciary/bookkeeping services.

AutoMate Insurance AG

Since 2012 · 11–20 empl.

The core activity of AutoMate Insurance AG is the development and distribution of innovative insurance products, particularly in the areas of motor vehicle insurance, legal protection insurance and rental deposits, using modern technologies and automated processes.