Before requesting a comparison
A clear file for comparing without missing the essentials.
Choose a topic and tick only the points that fit your situation. The lists organise your preparation but do not replace an insurer’s terms or individual advice.
Choose your file
Each path contains a product-specific checklist and review points.
health insurance
Prepare the location, model, deductible and accident-cover details needed to compare basic insurance on a like-for-like basis.
Open checklistpension planning
Build an overview of the three pillars, your time horizon and existing commitments before assessing a pension solution.
Open checklistcar insurance
Organise details about the vehicle, its use and drivers so liability, comprehensive cover and options can be compared consistently.
Open checklisthousehold insurance
Inventory household, housing and private-liability needs before comparing limits and exclusions.
Open checklistlegal protection insurance
Clarify the people, areas of law and territories to cover before comparing private or motor legal-protection insurance.
Open checklisttravel insurance
Describe your trips, insured travellers and cover already available elsewhere before comparing cancellation, assistance and medical benefits.
Open checklistHow to use these lists
Gather only documents you already hold. A checklist point is a preparation suggestion, not a universal requirement.
Then compare the benefits, limits, exclusions, deductibles and terms actually stated in each quote and policy wording.
Official references
- FOPH — health insurance for Swiss residents
- Priminfo — official premium calculator
- ch.ch — how Swiss old-age provision works
- ch.ch — private pension and pillar 3
- FINMA — authorised institutions and registered intermediaries
- FEDRO — traffic rules, liability and insurance
- FINMA — non-life insurance classes
- FINMA — questions or problems concerning insurance
- FDFA — general travel information