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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingBulleWe Sana Conseils Sàrl
We Sana Conseils Sàrl Logo
Verified· 3 sources

We Sana Conseils Sàrl

Summary

About the company

We Sana Conseils Sàrl is an independent insurance broker offering management and optimisation of insurance portfolios for private individuals and businesses. Services include risk analyses, claims management, assistance with tax declarations, partner discount packages and administrative and marketing support for companies.

AI-generated
Offering

Products & services

Industry:Insurance Brokerage & Consulting
✓ Offered10
Insurance management
Comprehensive management of private insurance policies, free management mandate, administrative follow-up of existing policies, offer comparisons and continuous optimisation of coverage.
Retirement and pension planning advice
Retirement planning analysis, retirement planning, AVS and LPP pensions, pillar 3a, early or progressive retirement, with personalised support.
Tax return and tax optimisation
Filing of the tax return, tax optimisation, use of deductions related to provision and research of legal levers for savings.
Mortgage financing advice
Guidance for the mortgage and finding the best property financing based on the client’s situation.
Advice for self-employed and company formation
Support for the self-employed with sole proprietorship, advice for starting an activity and company formation in Switzerland.
Administrative support for businesses
Administrative support, management of contract deadlines, insurance comparisons and handling of claims for businesses.
HR and marketing support for businesses
HR support, marketing support and assistance related to internal organisation, presented as advantages for business customers.
Discounts and collective benefits
Discounts for employees, group contracts, family benefits and negotiated reductions on different services for individuals and businesses.
Supplementary health insurance without a medical questionnaire (Familia Care)
Supplementary health insurance without a medical questionnaire for families in French-speaking Switzerland, with additional coverage and easier access.
Benefits platform for businesses (Business Care)
Benefits platform to improve employee wellbeing and engagement, with leisure options, shopping discounts, sport and health reimbursements.
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Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 5 reviews across all connected sources

Sources
GGoogle55
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Location

Route de la Pâla 129
1630 Bulle
Opening hours
Mon
09:00 - 12:00, 13:00 - 17:00
Tue
09:00 - 12:00, 13:00 - 17:00
Wed
09:00 - 12:00, 13:00 - 17:00
Thu
09:00 - 12:00, 13:00 - 17:00
Fri
09:00 - 12:00, 13:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Limited Liability Company
UID
CHE-112.236.857
Founded
2007 · 19 years
Last commercial register change
March 14, 2022
Employees
1 to 10

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