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Insurance check-in

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This is a free and non-binding insurance consultation for all foreigners who've been living in Switzerland for some time. If that sounds like you, then you must already have some experience with the Swiss social security and pension system. Now it's time to review your insurance set-up, optimise your costs, and save money. You might also be thrilled to find out you can use insurance to buy property, but let's not get ahead of ourselves. There's much to discuss. 

Helvetia is a top Swiss insurer who specialises on the insurance needs of international professionals. 

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If you've lived in Switzerland for a couple of years now, it's high time you checked your insurance set-up. Thanks to this free Insurance Check-in you'll be able to optimise costs, check for gaps in your insurance coverage and pension plans, get rid of unnecessary coverage, and ultimately save your hard-earned money.

If you're thinking about settling in Switzerland and buying property here, this Insurance Check-in will also touch on the topic of saving towards buying a home. Did you know you could use your pension and bundled savings as collateral for your mortgage? Your free Insurance Check-in consultation will include this and give you loads of practical tips and ideas. 

Who benefits most from Helvetia's Insurance Check-In?

If you're a foreigner who has been living in Switzerland for at least 2 years, then this is for you. Maybe you're not happy with your current insurance set-up or maybe you're just looking to take some time and carefully consider your financial future in Switzerland. Either way, get ready for an advanced course on Swiss insurances. 

Why should you book this free Insurance Check-In?

Well, it's a free consultation with an insurance expert who specialises in the needs of international professionals in Switzerland. 

This is a spectacular opportunity to pick an insurance expert's brains FOR FREE to: optimise costs, check for coverage gaps (things might have changed in your life, they usually do), understand how to save money & plan for the future.

What do you get from this free consultation exactly? 

During your consultation, you can choose to discuss the topics that interest you and your family the most. It definitely helps to also discuss the following topics, which are recommended by Helvetia: 

  • Get a complete review of your current personal insurance set-up 

  • Get advice on personal insurance products such as private liability, household insurance, car insurance.

  • Get a crystal-clear view of which insurances are necessary for you and your family, potentially reducing your overall costs as a result

  • Plan for the future to close the pension gap resulting from 'late' arrival to Switzerland

  • Get a pension savings explanation and a free pension check

  • Get a health insurance situation review and explanation of additional coverage. Helvetia is a health insurance broker and is able to provide quotes from several health insurance companies. 

Optionally, in addition to the key topics above, if you're looking to settle in Switzerland and buy property here or find out how to secure your future in this country, you might consider including the following: 

  • Find out how mortgages work in Switzerland and understand which savings plans are best suited to saving for a mortgage down payment

  • Get a detailed consultation on the Swiss Pension and Social Security System, including 3rd pillar pension system, savings, and survivor income protection

At your request, your Helvetia adviser will also provide you with quotes for ALL insurance types you need.

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Find out more about Helvetia

Helvetia is Hello Switzerland's partner of choice for all insurance related topics.

A top Swiss insurer, Helvetia was established in 1858 and now counts 80 agencies throughout Switzerland. At present, Helvetia provides reliable coverage for nearly 1.3 million residents in Switzerland.

Helvetia's expert advisers deal with international people on a regular basis and are uniquely specialized on advising newcomers and handling the intricacies of their relocation timelines.

You will appreciate their personal touch and high level of experience in dealing with the most common issues that international residents encounter in Switzerland. 

 

Your benefits when you choose Helvetia

In-depth knowledge of expat needs

Book through Hello Switzerland to reach Helvetia insurance advisers who are English-speaking and perfectly understand the complex situation of internationally mobile professionals. 

Official documents in English

All insurance documents are available in English, so no worries if you don't speak the local Swiss language. 

All insurances in one place

Helvetia provides consultancy on ALL insurance types. While some insurers specialise only on health insurance and others on other types of insurances, Helvetia will provide consultancy and quotes for all insurance types. 

Direct line to your Helvetia adviser

At Helvetia you are assigned a personal adviser available to you, when you need it. Your adviser knows your personal history and is able to consult on what changes are more beneficial to you, as your situation changes. 

Excellent claims service

Helvetia is well-known in Switzerland for their ultra fast claim response. Most claims are usually covered within 48 hours, which can be a great relief if you are in a tricky situation or far from home.

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Last-but-not-least, some important details to help you plan better

How long does the consultation take?

Helvetia advisers suggest you should reserve around 1 hour for this consultation. Depending on your questions and needs, however, it can take anywhere from 30 to 90 minutes.

Take your time. Insurance is an important topic and it's best to clarify everything from the start. 

Where will the meeting take place?

You can meet your Helvetia adviser wherever it suits you. You can talk on the phone, arrange a video call or meet at your office. You're also welcome to come to your local Helvetia office - rest assured, COVID safety processes are in place.

Ready for your free advanced course on Swiss insurance? 

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Is this consultation not the right thing for you? No worries, we have you covered.

Maybe you've been living in Switzerland for some time or you're interested to see what comes next in your Journey. Then take a look at the free Just Landed Insurance consultation (for foreigners who have just arrived in Switzerland), Plan, save & buy property, or Company start-up free consultation, if you're thinking to start your own business in Switzerland.

What Helvetia customers say

''I've been working with the same Helvetia adviser for the last 5 years and highly recommend Helvetia for house, valuable or car insurance. Adriano provides excellent service, very thoughtful, clearly understands what I need and is also pro-active'' (Emer)

''After our relocation to Switzerland, we needed so many insurances (health, house, car, you name it). But our Helvetia consultant made it easy, he answered very fast, with pertinent advice and spoke flawless English. It was a pleasure to deal with him, we highly recommend Helvetia'. (Catherine & François)