Well secured, without unnecessary costs and complexity.
Insurance should protect you - not overburden you or burn money. We bring clarity to your protection.
More than just a duty when it comes to Insurance
Most people have too many, too expensive or unsuitable insurance policies - and still have gaps in the crucial areas. Why is that? Because policies are rarely tailored to the real life situation.
Insurance isn't automatically good just because it's well-known. We'll show you what you really need - and where you can save without sacrificing protection.
Why is the topic important
What you need to look out for
Are there any duplicate or outdated policies?
Where are you overinsured - or underinsured?
Does your insurance structure fit your life?
of Swiss people pay too much - or pay twice. Old policies, incorrect cover, no overview. If you don't check, you're giving away money every year.
What we do for you
Independent audit. No interest in selling. Only your advantage counts.
Analysis of your insurance situation
Market comparison & optimization suggestions
Termination and closing support (on request)
Analysis of your insurance situation
Market comparison & optimization suggestions
Termination and closing support (on request)
Your contact person
In practice, I often see duplicate cover, outdated policies or a lack of protection in the wrong places. A systematic analysis not only saves money - it also brings clarity.
Philippe Muntwyler
Well secured, without unnecessary costs and complexity.
This is how a Caveo service works.
- Then you decide whether and how to proceed.
- We analyze your situation - individually.
- Clear next steps and recommendations.
- Your advisor remains available for queries.
- For updates, new questions or simply to check.
