Guides for Swiss insurance brokers
Documents you keep and reopen. Nothing to install, nothing to buy.
The deadlines that matter in Swiss insurance
Cancellation, claims notification, limitation periods, annual declaration. With the statutory provisions.
See the contents and an excerptChecking a commission statement
Why no Swiss statement carries a policy number, and how to reconcile.
See the contents and an excerptTaking over a portfolio from Excel
The columns, the format pitfalls, what is lost without preparation.
See the contents and an excerpt