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"smzh told me that no adjustments were needed. This honesty made the difference for me."

Anton Zemp wanted to know if his insurance portfolio was well set up. The answer he got from smzh was clear and somewhat unexpected: Yes, it is. This honestly fostered trust in smzh – and paved the way for a years-long advisory relationship of a family.

Honest advice – even if no immediate adjustments are needed

01 – THE STARTING POINT

What was Anton's situation before he became a client?

Anton had never sought an independent second opinion about his insurance situation. He wanted to examine if he was truly well insured – without knowing what to expect of this analysis.

02 – THE CHALLENGE

What specific obstacles had to be overcome?

  • Lack of independent assessment of the existing insurance portfolio
  • Uncertainty whether the status quo was truly best-in-class
  • Wish to have an advisor that can be trusted in the long term
03 – THE SUPPORT OF smzh

What did smzh do for Anton?

smzh analyzed all existing insurance policies of Anton and his family systematically and objectively.

  • Complete analysis of the existing insurance portfolio
  • Clear and honest feedback: the family is well covered, no adjustments are needed
  • Holistic advice of the entire family
  • Ongoing mandate support over time
04 – THE RESULT

What has Anton achieved?

The result of the analysis confirmed that Anton was well insured – there was nothing to optimize. This transparency and honesty was key for him: Someone who doesn't sell something just for the sake of it deserves long-term trust.

Today, smzh advises Anton and his entire family – a holistic partnership spanning generations.

Videos on the topic of insurance

Gesundheitsvorsorge - Versicherungswechsel
Switching health insurance provider

Learn how you may be able to save hundreds of francs a year by simply switching to another health insurance provider, while finding the best supplementary insurance for your needs. Conduct an insurance analysis with smzh today to unlock your benefits.

(in German)

Immobilien Verischerungen
Property insurance

Discover what kinds of insurance are essential for property owners in Switzerland and how you can best protect your property against damage. Learn more about buildings, household contents, and construction insurance and how you can sustainably protect your property and safeguard your finances.

(in German)

Wertsachenversicherung
Valuables insurance

Whether it is jewelry, watches or musical instruments: Many household contents insurances don't adequately cover your valuable belongings. A valuables insurance policy does protect them globally against theft, loss or damage. In our video, we explain what you should insure, how its value is determined, and what you need to consider.

(in German)

Contact us – we are happy to advise you

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