The Caveo app is your insurance wallet. You can see what you're insured for, how much it costs, and when your coverage expires. We'll review whether everything still meets your needs as part of your financial plan.
All policies, including premiums, terms, and notice periods. Including those for your family.
Upload a photo or PDF, or provide the name of the insurer. With your authorization, we'll retrieve the policy for you.
The app reminds you in advance of expiration dates and notice periods.
With just one click, you can file a claim and reach your insurer's hotline.
Access your policies and terms and conditions on your cell phone anytime, even when you're on the go.
In the financial plan, we review where you have too much, too little, or duplicate coverage.
The app is free for you. If you authorize us to manage your policies, we will receive a commission from the insurer. This will not affect your premium.
Only by looking at your income, assets, retirement savings, and family situation can you determine whether insurance is necessary and how much coverage you need. That’s why the policies in your app are automatically incorporated into your financial plan.
We provide occupational pension, personal, and property insurance services for owner-managed small and medium-sized enterprises (SMEs), tailored to the owner’s personal financial plan.
Retirement planning and insurance →