BidSwiss enables insurance and pension advisors to acquire verified, exclusive prospects ready to be contacted, through a transparent auction system or direct purchase.
Verified prospects
Guaranteed exclusivity
Secure payment via Stripe
500+ active advisors
High quality leads published daily
92% verified reachability
BidSwiss simplifies prospect acquisition for insurance and pension advisors. Through an automated marketplace, you access qualified, exclusive and immediately actionable opportunities, without complex subscriptions or time-consuming prospecting.
✦Each prospect undergoes preliminary qualification: genuine interest in the 3rd pillar, monthly budget, professional situation and information consistency.
Each opportunity is assigned to a single advisor. No resale, no sharing, no competition on the same prospect.
Before bidding, you view an anonymised profile including age, canton, monthly budget and prospect situation. You decide with full knowledge of the facts.
Publication, auctions, closing, payment and prospect assignment: the entire process is automated to save you time.
If a prospect remains unreachable after several justified attempts within the specified timeframe, we proceed with a replacement or credit to your account.
The cost of an opportunity remains limited compared to the potential value of a pension client over time. A single case can make several acquisitions profitable.
BidSwiss covers several segments of the pension market, enabling advisors to target the opportunities most aligned with their business strategy.
Prospects looking to set up a new 3rd pillar, with confirmed interest and defined budget.
Individuals already holding a pension solution, looking to optimise or reassess it.
Prospects looking to transfer their pension assets to a more suitable or higher-performing solution.
Salaried profiles looking to optimise their tax situation and structure their savings via the 3rd pillar.
Self-employed workers looking to build or strengthen their pension provision, often with higher needs.
Each lead is priced according to its profile: age, budget, 3rd pillar, intention and location. Here are concrete examples with the calculation breakdown.
These amounts are indicative and serve as a reference. The final price may vary depending on the auction dynamics on the platform.
BidSwiss enables insurance and pension advisors to focus on selling rather than prospecting. The platform gives them access to exclusive, qualified and easy-to-use opportunities.
Reduce the time spent prospecting. Opportunities are already qualified and available directly on the platform.
Acquisition costs remain controlled, while the potential value of a pension client can be significant over several years.
Each prospect has shown genuine interest in the 3rd pillar. One opportunity is assigned to one advisor only.
A structured process to ensure quality prospects.
Digital campaigns target individuals actively seeking 3rd pillar and pension solutions.
Each prospect completes a detailed form: age, professional situation, monthly budget, canton of residence and expressed needs.
Contact details and information consistency are checked before publication.
Qualified prospects are published on the platform and offered to advisors via auctions or direct purchase.
Our priority is to offer reliable, exclusive and actionable opportunities for advisors.
Each prospect is checked before publication to maximise reachability.
If a prospect remains unreachable despite the planned attempts and required documentation, a replacement or credit solution is offered.
Each opportunity is assigned to a single advisor and is never resold.
Insurance and pension professionals who use BidSwiss daily.
BidSwiss transformed our client acquisition. In 3 months, we signed 12 new 3rd pillar contracts thanks to the platform's leads. The ROI is unbeatable.
Marc Brunner
Director
The prospect quality is remarkable. 9 out of 10 leads answer the phone, and the auction system allows us to control our acquisition costs.
Sophie Favre
Pension advisor
Before BidSwiss, I spent hours prospecting. Now I focus on what I do best: advising my clients. A massive time saver.
Luca Ferretti
General agent
Everything you need to know before getting started.
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