Insurance and Financial Services

The challenges for insurance brokers and agents are as complex as the variety of modern insurance products – ranging from a simple liability policy to a complex pension plan, from household goods to a company’s risk protection. They have to be familiar with the small print of various providers and identify the best possible offer for their clients. At the same time, they have to compete with the insurance companies themselves as well as with the new electronic sales media.

ECOVIS relieves insurance intermediaries, brokers and medium-sized financial service providers of the additional workload involved in accounting, preparation of financial statements, income-expenditure statement or tax returns by providing them with a customised advisory service.

Banking institutions rely on ECOVIS for special legal issues – for example concerning the creation of tax-efficient financial products.