Broker Pooling / Cooperation - ABES Group AG

ABES Group AG

Broker pooling as a passion

Digital

We live digital

Take a look at our offers and services for yourself and make an appointment with us

Our services at a glance

Access to insurers, pension funds and foundations

We provide you with access to all reputable insurers and pension funds

Service

We offer digital services across the entire value chain

We also like to describe ourselves as digital pioneers with the skills to operate a factory that can properly assess its capacities

Simple administration and transparent compensation

We post your brokerage statement to your private page every month

Connection to our customer-oriented CRM platform

Our web-based platform supports you throughout the entire customer service process

Quality

We offer top quality performance and professional expertise

We offer you outstanding quality. We stand for the values we live by: commitment, punctuality and reliability

Independent, neutral, yet integrated into a network of insurance experts

With a cooperation as a Group company or as an Association Partner of ABES Group AG, you benefit from comprehensive know-how in all areas of the insurance business - for greater efficiency and the greatest possible customer satisfaction. 

You can count on specialist support, on targeted assistance from insurance experts in the case of special technical issues and tenders, and on concentrated information from the individual companies. In our broker pool, special problems are discussed and solved on an ongoing basis, giving you the decisive knowledge edge in the complexity of difficult insurance issues. In addition to access to profound expertise, you as the head of the mandate are thus also relieved of a time-consuming administrative burden.

With all its advantages, the broker pool creates the basis for you as an independent entrepreneur to meet the high service requirements of your customers at all times. Thanks to our broker network: more time - more efficiency - more success - full transparency

Overview

You are active as an insurance broker or broker and would like to benefit from the advantages of our broker pooling or dare to take the step into self-employment? We offer you...

  • Access to all reputable insurance companies and pension funds
  • FIDLEG-compliant support in the capital-forming area
  • Connection to a professional web-based CRM tool
  • Management of your customer dossier
  • Coordination and forwarding of insurance documents and premium invoices
  • Support in complex submissions and negotiations with insurance companies
  • Brokerage mandate with your company logo (DE-IT-FR-ENG)
  • Attractive and sustainable compensation for serving your customers

Our services

  • Simple administration
  • Technical support for complex customer dossiers
  • Personal training and development as well as market news
  • Transparent compensation settlement

Mandate for co-brokers and brokers

Requirements for connection

  • FINMA: Registered as unbound insurance intermediary
  • Contractual partner: Legal entity or sole proprietorship with SVA certificate
  • Sufficient professional qualifications and ongoing training
  • Data protection and confidentiality must be guaranteed.

Are you yourself a registered, independent broker with an affinity for the individual life sector?

We are one of the leading providers of integrated solutions for qualified, independent brokers who are looking for a connection to a digital approach in the area of pension solutions

Our performance is unique

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Disclaimer:

In our function as an independent broker, we also provide you with certain publications, flyers or factsheets as well as our own explanations and statements for the purpose of completion and illustration - in some cases also detached from offers or quotations from insurance companies, health insurance funds, pension funds and joint and collective foundations. This content corresponds to marketing material in accordance with Art. 68 of the Swiss FinSA and is for information purposes only. Only the respective offers and quotes for financial products from the named providers are authoritative. Our own services constitute neither an offer nor an invitation to adopt a particular trading strategy.

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