Insurance broker Global Sana and Deutsche Vermögensberatung cooperate
The Swiss insurance broker Global Sana AG and Deutsche Vermögensberatung have announced the launch of a strategic partnership. The aim of this cooperation is to become the leading provider of bancassurance in Switzerland.
With over 110,000 customers, Global Sana AG is one of Switzerland's leading insurance brokers in the field of health insurance, insurance and retirement planning for private customers. Since 2014, the insurance broker has been offering advice on optimizing insurance solutions. The signs point to further growth: in the current year, the workforce has grown by 30% to 130 employees despite pandemic challenges. Now the cooperation with Deutsche Vermögensberatung has been added. Global Sana thus aims to become one of the leading providers of bancassurance advice in Switzerland.
Insurance broker wants to become a bancassurance provider
The family-owned company DVAG is Germany's largest independent financial advisory firm with revenues of around two billion euros in 2020. Through this partnership, Global Sana has the opportunity to expand its business model and develop its bancassurance offering in Switzerland. At the same time, Deutsche Vermögensberatung, the leading bancassurance company in Germany, will support the further development and growth with its comprehensive expertise.
Private customers first, later also corporate customers
"We are very pleased to have found a strong partner in Deutsche Vermögensberatung for further expansion in Switzerland. Deutsche Vermögensberatung, with its multiple award-winning business model, has the expertise in bancassurance that we would like to make available to our customers," says Daniel Neumann, Managing Director of Global Sana AG. The gradual introduction of bancassurance services will focus on private customers in a first step and on corporate customers in a second. "Knowledge transfer in bancassurance is a key factor in our growth strategy," says Dani Kass, also Managing Director of Global Sana AG. "We support our clientele in securing or regaining their financial self-determination. Especially in times of crisis, it is important to have an independent and competent partner in order to maintain an overview and benefit from the best possible solutions."
Three questions for Daniel Neumann
Why does Global Sana choose a partner from Germany?
Daniel Neumann: Deutsche Vermögensberatung DVAG is by far Germany's largest independent financial advisor. With their expertise in bancassurance, we are in a position to gradually expand and further professionalize our service offering in Switzerland. We cannot imagine a better and more competent partner for our planned growth in Switzerland.Did this cooperation come about as a result of an opportunity or did you deliberately look for a partner abroad because you couldn't find one in Switzerland?
We have been in contact with Deutsche Vermögensberatung for a long time. The initiative for a cooperation came from our side, because from our point of view a dynamic growth in Switzerland in the area of bancassurance is only possible with a strong partner like DVAG.Or was it the other way around that DVAG found a suitable partner in Switzerland through Global Sana in order to penetrate the local market?
The synergy effects of our partnership are very high indeed. With our strong market position, we are helping Deutsche Vermögensberatung in Switzerland to achieve sustainable growth in bancassurance.
Sources and further information: Global Sana / DVAG
