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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingOberdorf SoRüefli Partner AG
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Verified· 3 sources

Rüefli Partner AG

Summary

About the company

The core activity of Rüefli Partner AG is independent insurance consulting and brokerage for private and corporate clients, including occupational pension provision, asset consulting and financial planning.

AI-generated
Offering

Products & services

Industry:Insurance Brokerage & Consulting
✓ Offered7
Insurance management for corporate clients
Ongoing support for the entire insurance portfolio, from policy analysis through submission and contract administration to claims management and the annual meeting.
Occupational pension provision (BVG)
Independent analysis of the pension fund solution, tendering and comparison, support during the change of affiliation, plan design, management pension provision and ongoing support.
Needs analysis
Systematic collection of basic data and review of all lines of insurance as a basis for tenders, contract adjustments and ongoing support.
Consulting assignment
Ad hoc analysis, submission and comparison on a fee basis, without an ongoing mandate; suitable for individual policies, second opinions or retirement plan analyses.
Classic broker mandate
Ongoing support for the entire insurance portfolio, remunerated via the industry-standard broker commissions, without additional costs for smaller companies and private clients.
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Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 6 reviews across all connected sources

Sources
GGoogle56
★TrustpilotSoon
PProvenExpertSoon

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Location

Kirchgasse 1
4515 Oberdorf So
Opening hours
Mon
08:00 - 12:00, 13:30 - 17:00
Tue
08:00 - 12:00, 13:30 - 17:00
Wed
08:00 - 12:00, 13:30 - 17:00
Thu
08:00 - 12:00, 13:30 - 17:00
Fri
08:00 - 12:00, 13:30 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-195.111.644
Founded
2017 · 9 years
Last commercial register change
August 31, 2023
Employees
1 to 10

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