The new generation of corporate brokers for Swiss SMEs.
We are more than just a broker. Caveo Corporate provides Swiss SMEs with holistic support: from pension and insurance planning to implementation using state-of-the-art technology. We combine traditional protection with modern concepts for financial wellbeing so that your employees also benefit in the long term.
Our goal: less complexity, more clarity - so that you can concentrate fully on your core business.
Why do we need Caveo Corporate?
Many SMEs today work with traditional brokers. They manage contracts - nothing more. The problem: managers and HR can't see the wood for the trees.
The solution: Caveo Corporate.
We are the new generation of corporate brokers for Swiss SMEs.
Our specialist areas - everything from a single source.
Our approach: Risk management instead of policy management.
Your advantages with Caveo Corporate
PERSONAL
A fixed contact person and a team of certified financial planners & insurance professionals - supplemented by specialists in the background.
SAFETY
Independent advice and structured planning for pensions, insurance and financial wellbeing.
SELECTION
Broad access to proven partners and market-leading solutions.
SAVINGS POTENTIAL
Optimized conditions thanks to a strong negotiating position and smart technology.
OVERVIEW
All contracts and measures bundled digitally - transparent and up-to-date at all times.
FINANCIAL WELLBEING
Added value for companies and employees through modern benefits and pension solutions.
Technology as an unfair advantage
SME dashboard
Full overview of provision, insurance & risks.
Employee app
Financial Wellbeing & Benefits directly for the workforce.
Swiss Made Software
Developed in Switzerland, secure and scalable.
Our consulting approach
Compensation model - transparent & fair.
With regard to our terms and conditions, you as a company have the choice between a mandate model or a fee basis.
In the broker-mandate relationship
If you award us a mandate, Caveo Corporate will become your strategic partner for all issues relating to pensions, insurance and financial wellbeing. We prefer to support you as part of a long-term collaboration: from the analysis of your existing contracts, through optimization and implementation, to ongoing support and the processing of claims. We keep your documents up-to-date and digitally available for you at all times. As Caveo Corporate is compensated directly by the insurance and pension partners, there are no additional costs for you as a company. You also benefit from our exclusive additional services for employers and employees.
In the fee-based consulting contract
If you would like to engage us for a specific project or for independent advice without a client relationship, we will invoice you on a fee basis. The fee is defined transparently according to time and effort or a flat rate and agreed with you individually.
Caveo Newsletter.
Monthly. Relevance instead of noise.
Caveo Corporate.
The new generation of corporate brokers for Swiss SMEs.