Vermittler (Berater & Broker)
Coordinated transfer
Structured transfer process:
Analysis & consultation - Together with intermediary and client
Plan design - According to individual client goals
Data and asset migration - Secure transfer of all insured data
Coordinated processing - Seamless transition from previous provider
Communication & training:
Employer information - Comprehensive clarification about changes
Employee communication - Understandable explanation of new structures
HR training - Training for responsible persons in companies
FAQ and support - Answers to all arising questions
Operational support:
Complete takeover - Livica takes over operational transfer support
Intermediary integration - In accordance with the supervising intermediary
Project management - Structured processing with clear milestones
Follow-up care - Support even after successful transfer
Consultation & Contact Our experts are happy to accompany you in defining and implementing your individual needs. Contact us for a non-binding consultation:
Email: info@livica.ch
Phone: +41 31 330 21 11