The new broker
Building Bespoke Medical Insurance Plans for a Swiss Family Office
- Challenge
A family office in Switzerland sought to create a pioneering suite of medical insurance plans. They required comprehensive support across all aspects of product development and launch.
Product Innovation
Develop unique and innovative medical insurance plans.
Regulatory Compliance
Navigate licensing and company domicile requirements in Switzerland.
Market & Audience
Navigate licensing and company domicile requirements in Switzerland.
Cost & Timeline Management
Develop a clear budget and timeline for project completion.
Technology Integration
Determine the necessary systems and technology for efficient operation.
Implementation & Support
Facilitate training for staff and establish robust distribution channels.
- Solution
Cogotec partnered with the family office to provide a comprehensive solution:
Product Development
Our team of experts collaborated with the family office to design innovative medical insurance plans tailored to their vision and market needs.
Licensing & Domicile
We leveraged our industry knowledge to help the family office navigate the licensing process and establish a compliant company domicile in Switzerland.
Market Analysis & Target Audience
Through in-depth market research, Cogotec identified the ideal target audience for the new plans, ensuring market suitability.
Cost & Timeline Management
Through in-depth market research, Cogotec identified the ideal target audience for the new plans, ensuring market suitability.
Technology Solutions
Cogotec assessed the family office’s needs and recommended appropriate systems for efficient administration, claims processing, and client management. We also facilitated seamless integration with existing technology.
Training & Distribution
We provided comprehensive training for the family office staff on the new plans, systems, and processes. Additionally, Cogotec assisted in establishing effective distribution channels to reach the target audience.
- Results
Through Cogotec’s comprehensive support, the Swiss family office successfully launched their pioneering medical insurance plans. They benefited from:
Innovative Products
A unique and competitive suite of medical insurance plans.
Compliance & Structure
A fully licensed and compliant company structure established in Switzerland.
Market Driven Approach
Products precisely targeted to a well-defined customer segment.
Cost & Time Efficiency
Clear project costs and a defined timeline ensured efficient execution.
Streamlined Operations
The recommended technology solutions facilitated efficient administration and distribution.
Empowered Staff
Comprehensive staff training enabled confident product promotion and client support.
