Caveo Corporate.

Our expertise for your company

Comprehensive expertise in all areas of corporate pension provision and insurance. From occupational pensions to modern cyber risks, we cover the entire spectrum.

Occupational benefits

The 2nd pillar is the backbone of Swiss social insurance - and at the same time one of the most important financial instruments for SMEs. Properly structured, it opens up opportunities for tax optimization, liquidity planning and employee retention.

Service catalog:

  • Review of the current situation & needs analysis
  • Evaluation of the appropriate organizational form
  • Creation of a company-specific pension concept
  • Tenders & negotiations with pension funds
  • Cost and performance comparisons
  • Annual and balance sheet meetings
  • Employee orientations & individual consultations
  • Support with mergers & acquisitions

Staff insurance

Illness, accident, maternity: staff insurance is a key component of any HR strategy. They not only protect employees, but also the company from considerable financial burdens.

Service catalog:

  • Analysis of the current situation & needs analysis
  • Development of a solution concept for personal insurance
  • Tenders & negotiations with companies
  • Cost and performance comparisons
  • Coordination of social insurance
  • Advice on continued salary payment obligations
  • Employee orientations
  • Document service

Property insurance

Your company is exposed to risks every day: Fire, natural hazards, technical defects or criminal acts. We identify weak points, assess risks and develop customized concepts.

Service catalog:

  • Review of the current situation & needs analysis
  • Uncovering potential risks
  • Evaluation of the operating downtime
  • Development of an individual solution concept
  • Tenders & market comparisons by price-performance ratio

Liability solutions

Even small mistakes can cause major damage - and lead to liability claims that threaten your existence. We analyze the risk potential of your business activities and ensure that you are covered against rare but serious events - from public liability to D&O.

Service catalog:

  • Review of the current situation & needs analysis
  • Definition of sums insured & scope of cover
  • Cost and performance comparisons
  • Risk analysis & detailed risk assessment
  • Tenders & negotiations with suppliers
  • Preventive advice as part of risk management

Asset insurance

Whether cyberattacks, directors' and officers' liability or fidelity losses: modern risks require modern solutions. We offer SMEs comprehensive asset protection strategies - from cyber to legal protection.

Service catalog:

  • Directors' and officers' liability (D&O)
  • Loss of confidence
  • Credit insurance
  • Further special solutions on request
  • Cyber risks & IT protection
  • Sureties & guarantees
  • Legal protection

Caveo Corporate.

The new generation of corporate brokers for Swiss SMEs.

Arrange an initial consultation now
Services from Caveo Corporate - Corporate Insurance & Pension | SME Advisory