Free check-up · In English
Understand where you stand on insurance and pensions in Switzerland.
Answer seven simple questions and get general guidance, with the topics that usually deserve attention in a situation like yours. If you wish, an insurance adviser working with ELEVANA Brokerage Sàrl can contact you afterwards, in English.
Free, no obligation and no health questions. You are only contacted if you ask to be.
What to expect
The whole picture
Many people have contracts signed at different times and have never looked at them together. The first aim is to understand what you already have and what it means in practice.
Topics worth checking
The result shows the topics that usually deserve attention in a situation like yours, with links to our guides. It decides nothing for you.
In English, no jargon
Deductible, co-payment, 2nd pillar, pillar 3a: the guides explain each term in plain English, with the official sources.
How it works
Answer seven questions — about three minutes
Where you live, who with, your work situation and which insurance or pension arrangements you already have. We do not ask about your health. Until you ask to be contacted, your answers stay on your device and are not sent to us.
Get general guidance
One of four general profiles and the topics to check, with the matching guides. This is general information, not personal advice.
If you wish, ask to be contacted
An insurance adviser working with ELEVANA Brokerage Sàrl contacts you in English to take stock of your situation. You only go on to this step if you want to.
Who it is for
- You have recently arrived in Switzerland.
- You have contracts you have never reviewed together.
- You have changed job, canton or family situation.
- You receive a 2nd pillar pension certificate and do not fully understand it.
- You are self-employed, have several employers or are a cross-border commuter.
- You would rather deal with these topics in English.
Limits
This check-up does not handle ongoing claims, does not replace legal or tax advice, is not an emergency service and does not automatically recommend an insurer or a product.
Frequently asked questions
- Is it really free?
- Yes. The check-up and the follow-up contact are free for you. If you go on to take out a contract, Elevana Brokerage is paid by the insurer.
- Do I have to change anything?
- No. The contact is there to take stock of your situation; you can decide to change nothing.
- Is the result advice?
- No. It is general information based on your seven answers; it does not review your contracts or recommend insurers or products.
- Will you contact me?
- Only if you ask after seeing your result. You can take the check-up without giving an email address or phone number; until then, your answers stay on your device.
- What information do you ask for?
- Canton or cross-border situation, time in Switzerland, household, work situation, the insurance and pension cover you already have, and your main concern. We do not ask for health information, contract numbers, documents, amounts, your current insurer or your tax situation.