Success requires the right decisions!

Good reasons why Maklerzentrum Schweiz AG is so important for you now!

Maklerzentrum Schweiz AG

The insurance industry is facing major challenges. The effects ofCovid-19, the changing customer behavior with an increasing digitalization as well as the industry agreement of the health insurers, which will lead to more difficult market conditions.

One question is thus at the center:
Can you put all your energy into sales?

MAKLERZENTRUM SCHWEIZ AG is the leading partner of independent insurance intermediaries and their sales organizations and works with all major providers.

As an independent market leader with the greatest experience and a comprehensive service in Swiss quality, we support our sales partners in their daily work so that they can concentrate on providing optimum advice and support to their customers. This is of great importance, especially in the current market conditions.

Maklerzentrum Schweiz AG

Services: Over 500 independent sales partners have been working successfully with us for years!

Maklerzentrum Schweiz AG

There are things that are so complex that only die-hard specialists can see through them completely. MAKLERZENTRUM SCHWEIZ AG is familiar with the administrative hurdles in the sales industry and makes the work of you and your team fundamentally easier. Trust is a very important factor in the industry, and when everyone does what they do best, this trust in you and us is also more than justified.

For continuous education:

Maklerzentrum Schweiz AG Training and Education

Training and Education:

• Insurance intermediary VBV;
• Financial advisor IAF;
• Insurance specialist with federal diploma;
• Financial planner with federal diploma.

For your convenience:

Maklerzentrum Schweiz AG Administration

Administration:

• Application control;
• Commencement deferrals;
• Notice dispatch.

Maklerzentrum Schweiz AG Accounting

Accounting:

• Payroll preparation;
• Record keeping;
• Annual reports;
• Financial statements and audits.

Maklerzentrum Schweiz AG Inventory Maintenance

Inventory Maintenance:

• Extranet;
• Customer base management
and segmentation;
• Telephony campaigns for
cross-selling and up-selling.

Maklerzentrum Schweiz AG CRM

CRM:

• Application processing;
• Inventory maintenance;
• Extranet;
• Personnel management;
• Commission accounting.

Maklerzentrum Schweiz AG Helpdesk

Helpdesk:

• Quoting;
• Sales support;
• Agent hotline.

Maklerzentrum Schweiz AG Infrastructure

Infrastructure:

• Office space;
• Rental participations;
• IT access.

Maklerzentrum Schweiz AG Quality Management

Quality Management:

• Complaint handling;
• Quality calls.

Maklerzentrum Schweiz AG Legal Management

Legal Management:

• Preparation of contracts;
• Company formations;
• Support in legal cases.

For a better quality of advice:

Maklerzentrum Schweiz AG Customer Service

Customer Service:

• Free customer hotline;
• Customer service in 8 languages;
• Specialists with consulting experience.

Maklerzentrum Schweiz AG Virtual

Virtual Maklerzentrum:

Infrastructure for virtual consulting meetings with maximum security and representative virtual environment.

Maklerzentrum Schweiz AG

Especially due to the pandemic, a trend towards virtual consultations has become increasingly important. Older people have also learned to (appreciate) using portals such as Skype, Zoom or Webex during the pandemic. Thus, it can be assumed that virtual communication will also become more and more important in the future. MAKLERZENTRUM SCHWEIZ AG now has virtual conference rooms, which are not only very secure for data protection reasons, they are a representative step into the digital future for our customers.

0800 822 800 [email protected]