EcoHub Marketplace: New education and training offers and digital solutions

Insurance intermediaries are required to update their professional expertise regularly and meet the requirements for VBV certification and recertification. On the EcoHub Marketplace you will now find education and training offers from various providers designed to support you in this process.

Whether practice oriented programmes, flexible online training or digital learning platforms, the offers are aimed at brokers of all company sizes and can be completed regionally or remotely depending on the provider. This allows you to find suitable solutions for your professional development and efficient preparation for VBV examinations and recertification.

In addition, the marketplace features new digital solutions designed to make your daily work more efficient, simplify administrative processes and open up new growth opportunities.

To the offers on the marketplace

 

VBV Insurance Intermediary Training

AcadeMe: Practice oriented education and training for finance and insurance professionals

AcadeMe is an education platform for training and professional development in the finance and insurance sector in Switzerland. Its practice oriented programmes convey specialist knowledge in an accessible and motivating way and demonstrate that learning can also be enjoyable. The broad portfolio includes courses, certifications and seminars covering financial advice, insurance advice, wealth advisory and leadership. With modern teaching methods and a strong practical focus, AcadeMe helps professionals expand their expertise and develop successfully within the market.

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AKAD – VBV Preparation and Re-Certification

AKAD’s VBV Insurance Intermediary preparation course provides the essential foundations for insurance advisory and prepares participants specifically for the VBV qualification. Thanks to its modular structure, you can specialise flexibly in life, non-life or supplementary health insurance.

For already certified intermediaries, AKAD also offers a re-certification course. It supports you efficiently in preparing for the VBV re-certification exam, combining self-study in the MyVBV learning environment with in-depth sessions either online or on-site.

Preparation course Insurance Intermediary VBV

Re-certification Insurance Intermediary

 

AKAD: MAS FH in Insurance

The MAS FH in Insurance offers advanced professional education for insurance specialists who wish to further develop their expertise, strategic capabilities and leadership skills. The Master of Advanced Studies is delivered in cooperation with Kalaidos University of Applied Sciences and consists of three CAS programmes and a master thesis. The thematic focus can be selected individually, allowing the programme to be aligned with personal interests and career goals. The MAS comprises 60 ECTS credits and combines in depth insurance expertise with management and leadership competencies.

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IfFP: VBV Insurance Intermediary Certification and Recertification

The IfFP courses prepare participants in a structured manner for the VBV admission examinations and provide practical advisory know how for everyday professional work. The training profiles “General Skills and Knowledge”, “Life”, “Non Life” and “Supplementary Health Insurance” can be booked individually or combined flexibly. When booking multiple profiles, participants benefit from overlapping content, reducing both time commitment and costs. Completing all profiles leads to the all lines profile and prepares you for all admission examinations. Compact recertification training is also available in German and French.

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Sobrado Smart: The smart platform for competence management

Sobrado Smart supports brokers in continuous learning during their daily work while covering all content required for VBV recertification examinations. This comprehensive learning platform provides multimedia content aligned with the VBV qualification profile and optimised for practical use and mobile access. Sobrado Smart enables efficient exam preparation, ongoing training and quick knowledge lookup before client meetings in German, French and Italian. The solution can also be used as a stand alone platform independent of the traditional Sobrado platform and was developed in collaboration with Mendo and Get More Brain. The Sobrado platform is also available via the EcoHub Marketplace.

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Art of Formation WBA: Guided online continuing education for finance and insurance professionals

Art of Formation WBA is an accredited online continuing education institute with above average completion rates. 97 percent of participants recommend the WBA programmes. The programmes are aimed at brokers and advisers who want to expand their professional expertise and prepare for recognised qualifications in the finance and insurance sector. Participation in the guided online lessons is location independent. As the lessons are recorded, attendance is flexible and easy to plan. This makes it straightforward to combine training with daily professional responsibilities from both an employee and employer perspective.

Small classes of five to a maximum of fifteen participants create a personal learning environment and allow for individual support. WBA also accompanies participants during exam preparation and provides guidance on the next steps in their career development.

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New solutions for your daily brokerage work

eQuit: The digital solution for legally compliant cancellations

eQuit simplifies cancellations for insurance brokers and their clients in a digital, efficient and legally compliant way. Through the eQuit partner portal, cancellations are recorded online and automatically generated. Depending on the provider, delivery can be handled flexibly by registered mail with printing and dispatch, by email or directly via the respective contractual partner. The templates are legally compliant, often electronically signable and include digital proof of delivery. This reduces administrative workload, saves valuable time and significantly eases daily operations.

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riskAware: Lean risk management for SMEs and broker clients

riskAware provides SMEs with a structured, efficient and cost effective solution for systematic risk management. An industry specific risk catalogue covers around 80 percent of typical risks and forms the basis for digital online reporting including a risk catalogue, heatmap, action tracking and risk report.

The annual subscription includes a yearly review through a risk dialogue covering risk identification, the risk report and a risk summary for the board of directors and executive management. Implementation takes place in cooperation with the broker, who integrates the analysis into their holistic advisory approach.

Current broker promotion: 50 percent discount in the first year (CHF 1’500 instead of CHF 3’000)

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Peerly: Turn your clients into your best lead source

Peerly is a referral platform developed in Switzerland for insurance and financial advisers. The solution automates a structured referral process and helps generate high quality leads from the existing client base rather than relying on cold acquisition. Through integrable referral flows and personalised referral pages, qualified consent based leads with a high probability of conversion are created. New contacts are transferred directly into the CRM.

Peerly is GDPR compliant, designed for regulated markets and supports predictable, trust based growth.

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