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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingZurichREALPRISMA Versicherungs-Treuhand AG
REALPRISMA Versicherungs-Treuhand AG Logo
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REALPRISMA Versicherungs-Treuhand AG

Summary

About the company

The core activity of Realprisma Versicherungs-Treuhand AG is the independent consulting and brokerage of insurance solutions for SMEs, self-employed individuals and private persons. The company offers need-based insurance solutions with a reasonable price-performance ratio and assumes the administration of insurance contracts within the framework of a brokerage mandate.

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Products & services

Industry:Insurance Brokerage & Consulting
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✓ Offered7
Insurance consulting and broker mandate
Advice for SMEs, self-employed people and private individuals; individual advisory mandates or comprehensive support with a broker mandate and management of the insurance policies.
Insurance portfolio analysis
Analysis of the insurance portfolio to assess existing coverages and to support further insurance decisions.
Insurance portfolio management
Management of insurance portfolios within the scope of a broker mandate; central point of contact for all insurance matters.
Risk analysis
Risk analysis as a basis for insurance consulting and suitable coverage for businesses and private individuals.
Retirement planning, wealth and tax advisory
Advice on retirement planning, assets and taxes in connection with insurance and pension matters.
Pension planning
Planning of retirement within the scope of retirement planning advice, including preparation for the transition into retirement.
Health insurance consulting
Advice on health insurance for private individuals and other customer groups within the insurance mandate.
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Location

Rieterstrasse 6
8002 Zurich

At a glance

Legal form
Corporation
UID
CHE-106.776.105
Founded
1991 · 35 years
Last commercial register change
April 16, 2025
Employees
11 to 20

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