After an insured event
Preserve the facts. Prepare a readable file.
Choose the relevant area to organise immediate actions, available records and policy points to review. Every list is a preparation aid, never a universal requirement or a coverage decision.
Which file do you want to organise?
Actions, evidence to preserve and policy checks are specific to each product.
healthcare and health insurance
Organise bills, prescriptions and correspondence after treatment while separating basic, supplementary and accident insurance.
Prepare this filepension and life cover
Structure an incapacity, disability or death case involving occupational pension, pillar 3 or life insurance.
Prepare this filemotor claim
Prepare facts, contacts, photographs and records after a collision, parking damage, theft or another motor claim.
Prepare this filehousehold and home claim
Gather an inventory, photographs and reports after water, fire, theft or damage affecting the home and belongings.
Prepare this filelegal protection
Order the timeline, received documents, contracts and evidence of a dispute before contacting legal protection insurance.
Prepare this filetravel incident
Prepare bookings, reports, receipts and correspondence after cancellation, illness, baggage theft or another incident abroad.
Prepare this fileClaim journal
Create a factual, temporary journal after an insurance event in Switzerland, with optional dates, explicit sorting, local printing and no data transmission.
Temporary personal chronologyA careful method
Protect people and property without exposing yourself to danger. Then record only what you directly observed, without assigning blame or interpreting the cause.
Keep originals unchanged. Work from copies, retain a record of submissions and ask the insurer which channel and documents it expects.
Official sources
- FOPH — health-insurance benefits and tariffs
- Priminfo — basic insurance and cost sharing
- FINMA — what to do about a problem with an insurer
- FSIO — disability, benefits and applications
- FSIO — occupational pension benefits for survivors
- Bern Cantonal Police — what to do after a road accident
- FEDRO — road traffic rules in Switzerland
- ch.ch — reporting an offence to the police
- FINMA — authorised institutions and insurers
- FDFA — consular protection and assistance abroad
- FDFA — general travel information