The ValueQuest®
multi-client surveys

Understanding what really counts. The multi-client studies for Swiss insurance companies provide you with sound data and benchmarks.

  • Comprehensive industry benchmarks: Obtain valuable comparative values to your competitors and gain deep insights into service quality along the entire customer journey - from claims to termination.

  • Early market analysis and trends: Use reliable and early insights to react to market changes and tailor your product development precisely to the needs of customers and brokers.

  • Targeted measures for customer retention: Make proactive decisions based on sound data to reduce the willingness to switch and improve the quality of advice and service.

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Your ValueQuest experts

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Over 1,200 clients already rely on ValueQuest. Find out what makes us special

Understanding what really matters as an insurer

Our surveys provide industry-specific feedback for the insurance sector in Switzerland - precise, needs-based and future-oriented. The data helps you to take targeted measures to strengthen customer loyalty and service quality and to adapt to market changes at an early stage.

Our range comprises three products:

Moment of Truth Tracking Study

For insurance companies looking for targeted insights into key customer contact points.

Our study measures service quality in critical phases of the customer journey - from claims and cancellations to customer advice. With well-founded industry benchmarks, you can identify the real "moments of truth" and increase customer loyalty in the long term.

Broker Panel Switzerland

For insurance companies that want to specifically improve their cooperation with brokers.

Our annual survey provides comprehensive data on service quality and identifies potential for shaping the relationship between insurers and brokers. Based on systematic feedback, the panel supports strategic decisions.

Change monitor

For insurers who want to understand and influence their policyholders' willingness to switch.

The switching monitor examines the reasons for churn on an annual basis and provides real-time data for adjusting premiums and marketing strategies. This allows you to implement customer retention measures at an early stage and strengthen your competitiveness in the long term.

How our
Moment of Truth Tracking Study

Our study provides Swiss insurance companies with valuable insights into the "moments of truth" along the customer journey - from claims to terminations. Through targeted analyses and well-founded industry benchmarks, you can improve service quality in key interactions and strengthen customer loyalty in the long term.

Benefit from detailed comparative values that allow you to position yourself neutrally in the market. Independent panels ensure unbiased insights that you can use to optimize your customer interactions.

The study examines key phases such as claims, the quotation process, customer advice and terminations. This gives you precise insights into which moments are particularly relevant for customer loyalty.

Simple, visual representations of the results make interpretation easier and enable direct derivation of action steps. The clear key figures give you certainty when making strategic decisions.

Detailed evaluations help to identify patterns and trends and derive targeted development measures. This data analysis enables managers to identify specific areas for improvement and make strategic decisions on a sound basis.

Since 2010, the study has provided consistent data that you can use to identify long-term changes and trends. This allows you to optimize your strategies over the years and identify new developments at an early stage.

Some insurance companies that are already successfully using our Moment of Truth Tracking Study:

AXA logo in black and white with a diagonal line above the lettering.
The Generali logo shows the winged Lion of St. Mark holding an open book with the Latin inscription "PAX TIBI MARCE EVANGELISTA MEVS". This historical symbol, inspired by the heraldic animal of the Republic of Venice, stands for protection, wisdom and trust.
Helvetia logo in black and white with stylized triangular symbol and lettering.
Black logo of "Die Mobiliar" - modern, typographically reduced trademark of the traditional Swiss insurance company.
A nurse in scrubs with a headset sits at a white desk, takes part in a video call and at the same time fills out an employee survey on a clipboard.

How our
Broker Panel Switzerland works

The Broker Panel Switzerland is the leading multi-client study on the relationship between Swiss insurers and around 1,600 brokers. The annual survey provides comprehensive data on service quality and advisory standards and supports insurers in strategically strengthening their broker relationships and aligning them specifically with market needs.

One person evaluates the results of an employee survey and holds reports with percentages, bar charts and line graphs in their hands, while additional evaluations are on their desk - focusing on statistical analysis, HR controlling and employee satisfaction.
Our annual survey includes systematic feedback from brokers of all sizes in Switzerland. This ensures a well-founded and broad perspective on your service quality and shows where there is potential for optimization.

Since 2010, the panel has been providing regular comparative data that shows how broker relationships are developing in the industry. These in-depth insights help you to strengthen your position in the market in a targeted manner and react to changes at an early stage.

Several insurers share the data and benefit from an excellent price-performance ratio. This gives you valuable insights at a fraction of the cost of an individual study.

The results of the study provide impetus for optimizing your offerings. Tailor your products even more precisely to the expectations of brokers and end customers, thereby increasing your market acceptance and competitiveness.

Some of our clients who already rely on our Broker Panel Switzerland:

Zurich insurance logo in black and white with stylized "Z" in a circle and the lettering "ZURICH"
Groupe Mutuel logo in black and white with modern, sans serif lettering, representing the Swiss health insurance company Groupe Mutuel with a focus on clarity and trust.
ÖKK logo in black and white with striking, sans serif lettering, represents the Swiss health insurance company ÖKK with a focus on clarity and trust.
Swiss Life logo in black and white with curved wave shape and lettering. Symbol for security, provision and quality of life.

How our
change monitor

The Switching Monitor is the only Switzerland-wide study that systematically records policyholders' switching intentions before and during the switching season. The results enable you to take targeted measures to increase customer loyalty and strengthen your market position through proactive premium and marketing strategies.

The churn monitor records the reasons for customer churn both before and during the churn season. You receive valuable data at an early stage, enabling you to plan and implement your customer retention strategies effectively.

Compare your customer loyalty with other insurers to better understand your own position and take targeted improvement measures. The comparative data provides you with orientation and supports your strategy development.

Use the findings to adjust your premium calculation and marketing measures in a targeted manner and tailor them to the needs of your policyholders. This will not only increase customer loyalty, but also the satisfaction of your existing customers.

By surveying around 5,000 policyholders over a five-month period during the switching season, the Switching Monitor delivers comprehensive and differentiated results that help you to gain an in-depth understanding of switching behavior and tailor your strategy to these findings.

Person analyzing the results of an employee survey, holding printed charts with percentages and data visualizations; on the white desk are other documents with bar and line charts.
Sabrina Karthe is Research Manager and Managing Partner at ValueQuest. She studied Applied Mathematics at Mittweida University of Applied Sciences (Dipl.-Math. FH) and stands for analytical excellence in quantitative research and data-based consulting.
Sabrina Karthe

Research Manager

Questions? I look forward to your call!

Please do not hesitate to call me.

Illustration of a marketing funnel with five color-coded stages: Attention, Interest, Intention, Purchase and Loyalty - illustrates the path of potential customers from initial contact to long-term loyalty, as analyzed and optimized by ValueQuest.

Basis for strategic decisions

Our studies provide Swiss insurance companies with data-driven insights that can be used in key areas of the company - whether to optimize customer loyalty, strengthen broker relationships or improve service quality at critical touchpoints.

Practical data and benchmarks

Benefit from objective and practice-oriented comparative data that comes directly from the Swiss insurance industry. Our multi-client studies enable you to make well-founded decisions that are specifically tailored to market requirements.

Photo of the Matterhorn in the morning light, reflected in a clear mountain lake - a symbol of Swiss precision, reliability and closeness to nature. Based in Switzerland, ValueQuest GmbH stands for the highest quality, transparency and trustworthiness in the evaluation of customer feedback and employee surveys.
Illustration of data protection and data security with shield symbol, password symbol and checkmark, with security features listed next to it: ISO 27001 certified, SSL-encrypted and ESOMAR-compliant - ValueQuest GmbH stands for trustworthy, data protection-compliant processing of customer feedback and employee surveys.

Secure and user-friendly solution

Thanks to GDPR and DSGVO-compliant data security and user-friendly tools that are also available on mobile devices, ValueQuest offers a secure and easily accessible solution for your feedback management.

Excellence @ Work Award
Give your employer branding a boost

With ValueQuest, you can master the entire employee survey process. We accompany you step by step, from planning and target definition to execution, analysis and implementation of measures.

  • Strengthening employer branding: The award shows internally and externally that you are an outstanding employer.

  • Motivation and commitment: Recognition for excellent leadership and employee motivation promotes the commitment of your teams.

  • Increase attractiveness: The Excellence@Work Award makes your company more attractive to top talent and increases employee loyalty.

Emblem with VQ logo - symbolizes excellence, trust and proven quality. The seal stands for ValueQuest's well-founded, data-supported processes in feedback, development and organizational consulting.

On the pulse of time

ValueQuest also helps you to master the challenges of today's working world. Not only do you gain insights into the current and future needs of your workforce, but you also identify the most important areas for change. These levers will help you to successfully overcome your challenges.

Our expertise includes, among other things:

The rapid development of digitalization and artificial intelligence is fundamentally changing the world of work. With our question blocks, you can find out how your employees perceive these changes, where they need support and what automation potential they see.

Digitalization is revolutionizing the way we work. Our specific question blocks will help you to understand which new working models and processes your employees prefer, how this affects their work-life balance and how you can create an attractive, future-oriented working environment.

At a time when both customers and employees are placing increasing emphasis on sustainability, it is important that your company does not fall behind. Our question blocks allow you to measure the effectiveness of your sustainability efforts and identify areas for improvement.

In times of change, new leadership skills are required. Our question blocks offer you the opportunity to analyze how your managers are mastering the challenges of the modern job market and how they can understand and respond to the needs of Generations Y and Z.

A diverse and inclusive work environment is not only a question of ethics, but also a decisive competitive advantage. Our question blocks reveal where your company stands in terms of diversity and inclusion and how you can create a culture that values and includes all employees.

The competition for the best talent is more intense than ever. With our question blocks, you can determine which factors increase your attractiveness as an employer and how you can position yourself as a preferred employer.

Wir helfen Ihnen zu verstehen, wie eine Kultur der Offenheit und des Vertrauens die Innovationskraft und Produktivität Ihres Teams steigern kann. Unsere Frageblöcke zielen darauf ab, Verständnis für die Dynamiken innerhalb Ihrer Teams zu schaffen und Wege aufzuzeigen, wie psychologische Sicherheit gefördert werden kann.

The latest blog posts on the topic of multi-client surveys

  • Quote from Zurich Insurance regarding the Swiss Broker Panel on structured feedback and collaboration with insurance brokers

    Structured feedback that matters: Zurich speaks at the Swiss Broker Panel

    April 27, 2026

    Reading time: 6 min

    How important is structured feedback for insurers—and how is it used effectively? In this interview, Tiziana Manfioletti, Business Development Advisor for Brokers at Zurich, explains how Zurich’s Broker Panel Switzerland is utilized. She highlights the improvements resulting from the feedback and how brokers can help shape the partnership through their participation.

  • An older couple is reviewing retirement planning documents together

    Swiss Pension Fund Study 2026: What Pension Fund Advisors Need to Know About the Second Pillar

    April 22, 2026

    Reading time: 5 min

    Occupational pension plans, also known as the second pillar or pension funds, are a key component of retirement planning in Switzerland. But how well do pension fund members understand their own pension plan?

  • Yellow eggs with different emoji faces symbolizing various customer emotions and customer satisfaction.

    Customer Satisfaction: The Most Important Questions and Answers

    April 16, 2026

    Reading time: 4 min

    Customer satisfaction is the key to sustainable business success. It fosters customer loyalty, strengthens your reputation, and provides a decisive competitive advantage. But how can you measure customer satisfaction? Which methods and tools actually get the job done? And how do you find the right provider in Switzerland? This article answers the most important questions about customer satisfaction surveys and shows how you can use valuable feedback to develop concrete measures to increase your customer satisfaction.

  • An interview with Franc Büsser of AXA Switzerland on the Swiss Broker Panel and the collaboration between insurers and insurance brokers

    Insurance Brokers – Switzerland's Largest Insurance Study

    March 30, 2026

    Reading time: 8 min

    Insurance brokers are playing an increasingly important role in the Swiss insurance market. More and more companies are turning to independent advisors for help with complex insurance issues. At the same time, the demands placed on insurers and brokers are growing.

  • A group photo of the Landheim Brüttisellen team taken outdoors on a sunny day. In the center, someone is holding an Excellence@work Award, which confirms their recognition as a top employer.

    Switzerland's Best Employers: Landheim Brüttisellen Stands Out for Its Fairness and Sense of Responsibility

    March 19, 2026

    Reading time: 3 min

    In early 2026, Landheim Brüttisellen conducted its first external employee survey with ValueQuest and immediately qualified for our Excellence@work Award with an outstanding result.

  • Marielena Einzinger on 360-degree feedback as a strategic tool for strengthening self-reflection and leadership culture

    360-Degree Feedback: Insights from Leadership Feedback and Implications for Corporate Culture

    March 11, 2026

    Reading time: 10 min

    360-degree feedback strengthens leadership, provides clarity about one’s own impact, and fosters an open feedback culture. When used correctly, it becomes a strategic tool for sustainable leadership development and improved organizational performance.

Let's get started together!

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"The ValueQuest team showed genuine interest in our survey, asked critical questions and were always honest. They worked hard to get the best results for us. The project manager took a lot of time to adapt the questionnaire perfectly to our goals and needs."

Johanna Gasser

Head of Marketing & Communication, Asga Pension Fund

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Your ValueQuest experts

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