Geschichte

25 years may leave a mark

Only a positive one at InvestSuisse!

Our success story

1988 Foundation of invest2000ag by Mr J. R. Ernst.

1994 Commencement of brokerage activities with the analysis of the existing insurance portfolio of private investors and SMEs.

1995 Initial operation of the proprietary InvestSuisse AG broker software in which data management is combined with document management through a scan. This efficient and modern solution minimises the number of errors when documents are sent, guarantees the client obtains exceptionally quick advice on the telephone and comes very close to a paperless office.

1995 Move from the start-up office on Forchstrasse in Zurich to the Business Centre in Zurich – Wallisellen.

1997 Agreement of co-operations with foreign brokerage companies and the associated commencement of business activities in the neighbouring countries.

1999 Commencement of supplementary business activities of the subsidiary swissinvest.si AG, which focuses on private clients and provides these with comprehensive and expert advice.

2000 Admission to SIBA (www.siba.ch). Only the most important brokerage companies in Switzerland belong to this associatio

2001 Admission to the AESIS international network(www.aesis-network.com). This network is the largest and most important independent network of insurance brokers in Europe.

2002 Franchises begin to be awarded to specialist partners. First franchise awarded to the company Agentur P. Schneider AG in Zurich(www.agentur-schneider.ch).

2003 Initial operation of the internally developed control system for key accounts.

2004 Due to the successful implementation of the internal control system, extension to the entire InvestSuisse AG portfolio.
Change of the invest2000ag name to InvestSuisse AG.

2005 Licence awarded to A. Aebi assurance in Crissier.

2006 InvestSuisse is being licensed by FINMA

2008 Cooperation agreement with Estim AG in the area of property management (insurance operations).

2008 Cooperation agreement with I & R Investment Research AG in the area of investment activities.

2009 Expert support and assistance with the development in i-net-insurance ag, with the realisation of the world’s first fully automatic insurance solution (www.iDirect24.ch), including payment by credit card, from the generation of an insurance certificate to the preparation of the policy in the customer service centre. All the processes are controlled completely automatically without a break in media.

2010/12 Collaboration and progress in the realisation of a fully-electronic Internet-based insurance solution (www.iDirect24.ch), for all the insurance products that do not require advice for the sale of insurance products up to the market launch of the most complex branch of insurance, motor vehicles, in January 2012.

2012 Expert assistance with the development of iDirect24 (www.iDirect24.ch) with further products that do not require advice up to realisation and the launch at the start of 2014.

2013 Move to the new business premises in the centre of Zurich and re-launch of the website.

2014-2019 Partial cooperation via vision and know-how exchange of InvestSuisse AG founder J.R. Ernst in establishing the start-up company AutoMate Insurance AG which he had co-founded.