Ufs Insurance Broker Ag

What Ufs Insurance Broker Ag does

UFS Insurance Broker AG is an independent, privately held insurance brokerage headquartered in Zurich (Staubstrasse 15, 8038 Zürich) with an additional office in Horgen, serving several hundred companies primarily in the German-speaking region of Switzerland. Founded in 1985 by Peter Blatter, the firm operates through four core service lines: insurance brokerage for start-ups, for small and medium enterprises (KMU), for holdings and corporations, and a dedicated Mediservice offering for medical professionals that operates as the official consulting supplier of mediservice vsao-asmac. The firm curates access to approximately 50-60 insurance partners and uses the Willis Towers Watson network for international programs, positioning itself as a multi-carrier independent advisor rather than a single-insurer agent.

The technology stack supporting the practice is modest and primarily client-facing: an online customer portal (hosted on bayo.ch) providing 24/7 access to electronic policy dossiers and online claims notifications, structured digital onboarding workflows by segment, and standard web tooling (Google Analytics, Google/Facebook Ads, reCAPTCHA, Vimeo/YouTube, Google Maps). The Customer Care Concept, an openly published service and fee-disclosure framework, is a distinguishing service-layer artifact that pre-commits the firm to commission transparency and no volume- or damage-based commissions.

The business model is predominantly commission-based: UFS receives a fixed percentage of net annual premium for each policy placed, with billing aligned to annual policy cycles. For holdings and corporate clients, a fee-based cooperation model is also offered, where clients pay only for services actually required under multi-year arrangements. Distribution is direct, with no resellers: a 10-person team (including Managing Partner Timo Brandenberger, Senior Partner Karin Centolanza, and Partner Peter Blatter, plus certified account managers and insurance experts) handles all client work through personal consulting supported by the portal and digital onboarding. The firm is a member of SIBA (Swiss Insurance Broker Association), which represents approximately 100 of the largest insurance brokers in Switzerland.

Name

Ufs Insurance Broker Ag

Legal name

UFS Insurance Broker AG

Website

https://ufsag.ch

Company type

Private

Founded year

1985

Operating status

Operating

Headcount range

1–10 employees

Short description

UFS Insurance Broker AG is an independent Zurich-based insurance brokerage serving several hundred start-ups, SMEs, holdings, and medical professionals in German-speaking Switzerland via 50-60 insurer partners and commission- or fee-based engagements.

Ownership category

akta.pro rank

Product category

Insurance Brokerage Services

NAICS

Agencies, Brokerages, and Other Insurance Related Activities (5242), Insurance Agencies and Brokerages (52421)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Specialty Insurance Brokerage (Marine, Aviation, Cyber, Professional Lines) (FSAEADAJ)

Keywords

• Insurance brokerage services
• Commercial insurance advisory
• Risk management consulting
• Occupational pension planning
• Claims management support

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Brokerage Commissions: Receives a fixed percentage of the net annual premium (excluding stamp duties) as brokerage fee for each policy sold. Commission percentage is openly disclosed in Customer Care Concept. No additional damage or volume-based commissions are accepted.
2. Fee-based Cooperation: For corporate/holding clients, cooperation can be agreed on a fee basis where clients pay only for services actually needed.
3. Professional Services: Services include policy management, claims support, risk analysis, insurance portfolio management, occupational pension planning, and financial advisory services.

Pricing tiers

Go-to-market motion1 record

Distribution channels5 records

Marketing channels9 records

Core offering

UFS Insurance Broker AG is an independent insurance brokerage that advises start-ups, SMEs, holdings/corporations, and medical professionals (mediservice vsao-asmac members) on risk and insurance coverage. The firm selects and places policies from a network of 50–60 insurance partners, supported by portfolio analysis, claims handling, occupational pension planning, and a 24/7 online customer portal (E-Dossier). Revenue comes from disclosed brokerage commissions on premiums and, for corporate clients, optional fee-based cooperation arrangements.

Product overview

UFS Insurance Broker AG is an accredited insurance brokerage firm offering a unified portfolio of insurance advisory and management services. The core offering comprises specialized insurance brokerage for different client segments (Start-Ups, SMEs, Holdings/Corporations, and Mediservice for medical professionals), supported by a Customer Care Concept that ensures full transparency on fees. The company also provides a proprietary online customer portal for 24/7 access to policy documents and claims management. Services span policy procurement, claims handling support, risk analysis, and occupational pension planning.

Differentiator

Problem solved

Functional benefit

Products and services

• Insurance Brokerage Services for Start-Ups

Quantifiable outcome

• Several hundred companies trust UFS with their complete insurance portfolio
• +2 more outcomes

Named customers10 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

Feature3 records

Partnerships

Eleven partnerships are on record, tiered core, major, supporting and minor.

• mediservice vsao-asmaccoreStrategic or Co-development PartnerOfficial consulting services supplier of mediservice vsao-asmac. UFS provides comprehensive services for members including individual financial planning, portfolio management, pension planning, and assistance with medical practice setup. Long-term cooperation based on open communication, independent consultancy, and 100% transparency.
• Swiss Insurance Broker Association (SIBA)coreOthersMember of SIBA which represents approximately 100 of the largest insurance brokers in Switzerland. SIBA sets professional standards that members must fulfill.
• Willis Towers Watson (WTW)majorTechnology or IntegrationPartner for international programs and special solutions. Provides access to worldwide insurance network enabling coordinated group programs for companies with foreign affiliates.
• Bischof Treuhand AGsupportingStrategic or Co-development PartnerPartner for legal, tax and corporate consulting services. Provides comprehensive business advisory services to shared clients.
• Kontomed TreuhandsupportingStrategic or Co-development PartnerFiduciary services for medical practitioners and SME clients. Offers specialized accounting and financial services for healthcare professionals.
• Martens-Prahl GruppesupportingChannel Partner/ Reseller/ DistributorPartner for UFS customers in Germany. Provides support and coordination for Swiss companies with operations or subsidiaries in Germany.
• Swiss Business ProtectionsupportingStrategic or Co-development PartnerPartner for integral company security services. Provides comprehensive security solutions complementing insurance coverage.
• Friends of KoreaminorStrategic or Co-development PartnerIntercultural professional network fostering cross-cultural connections and professional growth. Supports international business development.
• medviasupportingChannel Partner/ Reseller/ DistributorSpecialized network of the Nidwalden Cantonal Bank for doctors. Provides financial services and networking for medical professionals.
• Kontomed (Healthcare)supportingStrategic or Co-development PartnerPartner for service providers and entrepreneurs in the Swiss healthcare sector. Specialized support for medical practice financial management.
• Insurance Companies (50-60 suppliers)coreChannel Partner/ Reseller/ DistributorWorking with all well-known insurance companies, pension funds, and health insurances (for SME business). Current list comprises 50-60 providers. Number fluctuates due to new company formations (mainly digital), business cessations, or mergers. Close cooperation with annual meetings to improve collaboration.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Willis Towers Watson (WTW): UFS's named international partner for global programs and specialty solutions. Competes in the same Swiss brokerage market but at substantially larger scale, with deep international network capabilities that UFS sub-contracts rather than builds natively.
• Kessler Versicherungsberatung: Independent Swiss insurance broker headquartered in Zurich, comparable boutique-to-mid-market positioning. Competes with UFS for SME and corporate insurance mandates across German-speaking Switzerland with similar independent-broker value proposition.
• Aon Switzerland: Global insurance and reinsurance brokerage with a major Swiss presence serving SMEs, corporates, and multinationals. Directly competes with UFS in the mid-market and corporate segments, with substantially broader international capabilities and headcount.
• Marsh Switzerland: Global insurance broker and risk advisor serving Swiss mid-market and large corporate clients. Competes head-on in the holdings/corporate segment and on specialty lines placement where UFS leverages its WTW partnership.

Broad incumbents

• Helvetia Insurance: Major Swiss insurance group with direct and broker-distributed channels. While primarily a carrier, it competes with brokers like UFS by offering direct-to-customer products in the SME segment and is also one of UFS's ~50 insurance partners.
• Howden Switzerland: International insurance group with Swiss operations. Competes in mid-market and specialty brokerage space where UFS places business, but operates as part of a much wider global portfolio rather than a Swiss boutique.
• Bâloise Group: Major Swiss/European insurance and pension provider with broker and direct distribution. Competes for SME and corporate clients while also serving as one of UFS's insurance partners for placement.
• Die Mobiliar: Swiss cooperative insurer with strong SME distribution and own broker/advisory services. Competes with UFS for SME insurance mandates in German-speaking Switzerland and represents both a partner and a competitor across product lines.

Emerging players

• VZ Versicherungszentrum: Swiss financial advisory and insurance brokerage with a transparent fee-based model — directly comparable to UFS's Customer Care Concept approach. Targets SME and HNW clients with comprehensive financial planning, partially overlapping UFS's value proposition.

Regional players

• Ovob Insurance Brokers: Independent Swiss insurance broker serving SMEs and private clients in German-speaking Switzerland. Comparable boutique positioning, similar customer segments, and overlapping regional footprint with UFS.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/ufs-insurance-broker-ag

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

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 Ufs Insurance Broker Ag