How do I submit a quote request for a new client?

A good partnership is based on simple and efficient processes. To help you find a suitable pension solution for your clients quickly, we have compiled all the necessary information for requesting a quote for you here.

Your quote request process: Required documents

To create a tailored quote, we distinguish between two scenarios: a company switching from an existing pension fund to Tellco and a pension solution for a new company.

Scenario 1: Takeover quote for existing companies

For a company to switch to Tellco pk, we require the following documents:

Fully completed quote form
Personnel data in our Excel template
Claims trend statement for the last five years (an overview of insurance claims)
Current list of pensioners (if available, otherwise a brief confirmation)

TIP

You can also find the required templates, such as the quote form and the personnel data Excel file, here: Go to the Download Center

Scenario 2: Quote for new companies

For a newly founded company or a company insuring staff for the first time under the Federal Act on Occupational Retirement, Survivors' and Disability Pension Plans (OPA), the following documents are sufficient:

Fully completed quote form
Personnel data in our Excel template

TIP

As soon as we have received all the documents, we will process your request immediately. You can generally expect a response within a few working days. This allows you and your clients to plan quickly.

NOTE

The protection of sensitive client data is our highest priority. All transmitted information is treated as strictly confidential and processed securely in accordance with current data protection guidelines.

Your direct contacts for a fast quote

Send your complete documents directly to your regional contact person. This will ensure that your request is processed quickly.

Market region	Your contact person	E-mail for quote requests	Telephone
Central Switzerland	Christof Hügli	zentralschweiz@tellco.ch	+41 58 442 26 20
Mittelland	Peter Lüthi	mittelland@tellco.ch	+41 58 442 26 60
Northwestern Switzerland	Yannick Stirnimann	nordwestschweiz@tellco.ch	+41 58 442 26 80
Eastern Switzerland	Joel Levi	ostschweiz@tellco.ch	+41 58 442 26 40
Romandy	Loïc Sautebin	romandie@tellco.ch	+41 58 442 25 00
Ticino	Andrea Bianchi	ticino@tellco.ch	+41 58 442 27 00
Zurich	Granit Kabashi	zurich@tellco.ch	+41 58 442 26 00

General questions about our partnership?

Do you have general questions about a partnership with Tellco or would you like to learn more about our digital tools for distribution partners? We look forward to hearing from you. Please use our general contact form.

_{Legal Notice: The content provided in this Knowledge center is intended solely for general informational purposes. It does not constitute binding information, does not replace legal, tax, financial or any other professional advice, and does not contain any recommendation to enter into, amend, or terminate contracts.

The information is prepared with due care and updated regularly. Nevertheless, the companies of the Tellco Group do not assume any guarantee for the accuracy, completeness or timeliness of the content. The only authoritative sources are the applicable legal provisions, the relevant regulations, and the official product and contract documentation, including individual contracts and the pension plans of the respective responsible company.

Use of the content is at your own risk. To the extent permitted by law, the companies of the Tellco Group exclude any liability for direct or indirect damages arising from the use of or reliance on the content of the Knowledge Centre. Furthermore, the general legal notices on www.tellco.ch apply.}