Swiss Broker & Partners

Name

Swiss Broker & Partners

Legal name

Swiss Broker & Partners Sagl

Website

https://swissbrokerpartners.ch

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Insurance Brokerage Services

NAICS

Insurance Agencies and Brokerages (52421)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Retail (Personal Lines) Insurance Brokerage (FSAEADAA)

akta.pro secondary industry

Commercial Lines Insurance Brokerage (FSAEADAB)

Keywords

• Insurance brokerage services
• Health insurance advisory
• Vehicle insurance brokerage
• Pension planning services
• Commercial insurance advisory

Headquarters

HQ city

Mendrisio

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Insurance Brokerage Commissions: Swiss Broker & Partners generates revenue through commissions from insurance product sales and renewals, representing multiple Swiss insurance companies. As a broker, the company receives compensation from insurers for placing and maintaining client policies.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Swiss Broker & Partners is a FINMA-registered insurance brokerage firm that places and manages personal and commercial insurance policies on behalf of clients with multiple Swiss insurance carriers. Its core offering is advisory-led brokerage across mandatory basic health insurance (LAMal), supplementary health insurance (LCA), vehicle insurance, pension planning (Pillar 3a/3b), new-resident integration support, and commercial insurance packages, complemented by continuous portfolio management and policy cancellation/subsidy assistance.

Product overview

Swiss Broker & Partners is a Swiss insurance broker offering a comprehensive 360-degree insurance advisory service. The company provides seven core insurance product lines: basic health insurance (LAMal) and supplementary insurance (LCA) for individuals, vehicle insurance (civil liability, partial and full casco), pension planning (Pillar 3a/3b), new resident integration services, and commercial/business insurance packages. The portfolio spans personal insurance needs (health, vehicles, retirement) and business coverage (liability, pensions, legal protection), unified by personalized consulting and ongoing account management.

Differentiator

Problem solved

Functional benefit

Products and services

• Cassa malati (LAMal) Basic mandatory health insurance under Swiss law (LAMal) covering illness, maternity, and accident for Swiss residents, with deductible options (adults CHF 300-2,500; minors CHF 0-600) and insurance models including Standard, Family Doctor, Telephone, and HMO.
• Assicurazioni Complementari Supplementary health insurance (LCA) that complements basic LAMal coverage, covering services such as helicopter transport, alternative medicine, dental care, and preventive measures; advisory includes navigating annual cancellation deadlines for LCA policies.
• Assistenza LAMAL - Disdette e sussidio Advisory service supporting clients with basic health insurance cancellation timelines and applications for premium subsidies on mandatory LAMal cover.
• Assicurazione Veicoli Vehicle insurance brokerage covering mandatory civil liability, partial casco (theft, fire, water, animal collision), full casco (collision), passenger accident insurance, legal protection, and rental guarantees; offered across multiple Swiss carriers including a partnership with La Mobiliare offering premium discounts.
• Previdenza (Terzo Pilastro) Pension and retirement planning services for Pillar 3a and 3b, supplementing state and occupational pensions, with focus on tax savings and income protection in case of illness, disability, or death, including promotion of Baloise life insurance solutions.
• Servizi Nuovi Residenti Orientation services for new Swiss residents covering mandatory insurance obligations including LAMal enrollment within 3 months of arrival, tenant liability insurance, and commercial insurance for new business owners.
• Assicurazioni Clienti Commerciali Business insurance brokerage packages covering LAINF (occupational accident), collective disease insurance, LPP (occupational pension), business liability, legal protection, and construction insurance for SMEs and larger enterprises, with on-site risk evaluations.

Quantifiable outcome

• 189 million returned to clients by La Mobiliare (partner insurer)

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core and major.

• Various Swiss Insurance CompaniescoreOthersSwiss Broker & Partners maintains close collaboration with major Swiss insurance companies, serving as an authorized broker partner representing their products. This enables the company to offer competitive rates and comprehensive coverage options to clients.
• La MobiliaremajorTechnology or IntegrationSwiss insurance company offering vehicle and business insurance. In 2024-2025, clients receive 10% premium discount on vehicle and business policies, and 20% on travel insurance. The cooperative structure returns 189 million to clients.
• La Basilese (Baloise)majorTechnology or IntegrationSwiss insurance provider offering life insurance products including Baloise Safe Plan. Swiss Broker & Partners promotes Baloise life insurance solutions to clients seeking pension and life coverage.

Scale indicators3 records

Recent moves5 records

Expansion highlights3 records

Direct peers

• moneyland.ch: Swiss financial services comparison platform with deep insurance comparison tools. Comparable to SBP as a customer-facing intermediary helping Swiss consumers optimize insurance and financial product selection.
• bonus.ch: Swiss comparison portal covering insurance, banking, and telecom. Offers direct insurance comparison similar to SBP's advisory role in personal insurance, focusing on price transparency for health, vehicle, and household policies.
• comparis.ch: Switzerland's leading insurance and financial comparison platform, allowing users to compare health, vehicle, and household insurance. Directly competes with SBP in the retail insurance intermediation space, though via a digital self-service model rather than advisory.

Emerging players

• MoneyPark: Swiss digital mortgage and insurance broker providing online comparison and advisory. Comparable business model to SBP — multi-carrier brokerage with personal advisory support — but oriented toward mortgage financing alongside insurance.
• Tariffuxx: Swiss insurance comparison and brokerage service focused on retail and SME customers. Operates in a similar niche to SBP with multi-carrier comparison and personal advisory positioning.

Broad incumbents

• Baloise Group: Major Swiss insurance carrier and partner of SBP. While primarily an underwriter rather than a broker, Baloise provides direct insurance channels that compete with broker intermediation. Its life insurance and commercial products overlap with SBP's offerings.
• Helvetia Insurance: Large Swiss insurance group offering personal and commercial insurance directly. Comparable product portfolio to SBP across health, vehicle, and business lines, but as a carrier rather than an intermediary.
• Marsh Switzerland: Major international insurance broker with Swiss operations serving corporate and commercial clients. Overlaps with SBP's commercial insurance offering but at significantly larger scale and broader product scope.
• La Mobiliare: Major Swiss cooperative insurance carrier and partner of SBP. Operates direct distribution alongside broker partnerships, including vehicle and business insurance lines that overlap with SBP's brokerage offerings.
• Aon Switzerland: Global insurance and reinsurance brokerage with Swiss operations. Offers commercial insurance brokerage at scale, overlapping with SBP's commercial clients segment but with national reach and enterprise focus.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UC26WWlKhJFhPYX-TKKPOhpw/videos
• Facebookfacebook.com/swissbrokerpartners.ch
• LinkedInlinkedin.com/in/claudio-tiraboschi-92162411a

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Swiss Broker & Partners