The specialists Expat Savvy works with — partner network across IPMI, relocation, strategic, technology
The specialists we work with — what each one is for.
Independent insurance advisors don't pretend to do everything. For relocation, off-market property, holistic financial planning, IPMI, and adjacent specialist needs, we point clients to people who do those things better than we could. Here is the network — and the framework for how we use it.
FINMA F01067278 · Independent · Paid by insurers, not you · 18 partners across 4 categories
International and IPMI — where Swiss domestic stops.
Some clients land on Swiss soil with a brief that doesn't fit Swiss-domestic insurance. Three-country families, executive worldwide cover, a 22-month posting. We don't write IPMI ourselves — we route to the people who do.
IPMI · International medical
SIP Medical Family Office
For international coverage specifically — IPMI plans, executive worldwide cover, short-term-assignee policies — we work with sip.ch, who specialise in this segment where Swiss-domestic advisors typically don't. Most of the products SIP places sit outside the KVG framework: globally portable, multi-jurisdiction, often the right answer for executive packages and families splitting time across countries. We refer there when the question is "what works in three countries simultaneously" rather than "what's optimal for Switzerland."
Read about how we work with SIP
Legal entity · Disclosure
Lang + Partner Finanzdienstleistungen GmbH
The FINMA-registered independent insurance brokerage Expat Savvy operates under. FINMA F01067278.
Relocation agencies — whose clients we look after on the insurance side.
These are the relocation specialists in Switzerland who know our work and route their international clients to us when the conversation turns to insurance. Independent firms, all of them. Most of the introductions on our calendar each month come through this network.
Strategic partners — adjacent topics, deeper specialists.
Where insurance advisory crosses into off-market property, sister brands, comparison tools, and digital tooling. None of these are insurers; all are specialists in their own field whose answer is sharper than ours when the question goes that way.
OFFLIST
Off-market rental listings in Zürich, Zug and Geneva — built for executives and expats arriving without a local network.
expat-services.ch
Relocation-companion portal — matches expats with verified specialists for immigration, housing, tax.
insurance-guide.ch
Independent insurance and 3rd pillar advisory for new arrivals — FINMA-registered, English-first.
expatsavvy.com
Our international site. Expat Savvy has advised international residents on insurance from Zürich since 2017 — expat-savvy.ch covers Switzerland, expatsavvy.com covers international cover for people moving anywhere else. If your move is out of Switzerland rather than into it, start there.
thatday.ch
Swiss-focused sister brand — built for German-speaking local households who want the same advisory standard in Swiss-market language and context.
-p-500.png)
Primai
Swiss health-insurance comparison and switching assistant — the consumer-facing tool from the same team.
KillBill
Reclaims your gym membership from your health insurer. Most Swiss supplementary plans reimburse fitness; KillBill files the paperwork.
Technology — the people who help us build this.
The site you're reading and the tooling behind it. Two specialists we trust to do the technical work the firm itself doesn't do in-house.
We're listed on agentready.ch — the agent-ready business directory, so an AI assistant can find Expat Savvy and start a health-insurance enquiry on your behalf.
Looking to partner with us?
If you run a relocation agency, a financial-planning practice, a wellness service, or a tech team whose work complements Swiss insurance advisory — and you're independent — we'd like to hear from you. Benjamin reads partnership inquiries directly. We're slow to add new partners and quick to honour the ones already in the network. If your work fits, write a paragraph about what you do and how it intersects with what we do.
Get in touch about partnershipYour Private Client Report
Your insurance, reviewed.
Free · 45 minutes · In English
Step 1 of 3: What do you need help with?
Choose one to continue — or Everything if you’re not sure.
A quick question instead? WhatsApp us · +41 79 155 25 70
Step 2 of 3: Pick a day with your advisor.
Monday to Friday, by video, phone or in Zürich.
Times for
Step 3 of 3: Your details.
You’re booked.
Check your email for the calendar invite. Within 3 working days of your review, you receive your report — everything in writing.