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Helvetia customer portal

With just a few clicks you can view, order or directly download your contract documents, bills and other files relating to your insurance online.
Online access to your contracts and documents
Direct contact with your personal advisor
Online simulations, e.g. for pension fund purchases
Modify or re-enter your payment details
Overview of your reported claims

This is what our customer portal offers you

Online storage of contracts and documents
You have access to your personal Helvetia contracts and documents at any time. This is handy, for example, when you are filling in your tax return.
Order documents and forms online
You can conveniently order Helvetia documents and forms online. Whether a green card or accident report, your documents will be on their way to you with just a few clicks.
Contact with your personal advisor
You can contact your personal Helvetia advisor directly, making your advice even more individual.
View your claims online
In the claim overview, you will find details on your reported claims. In addition, here you can view the status of current claims processing.

How to register

Step 1: Security check

A security check will be performed so that you can access your customer data in the customer portal:

Enter the contract data (contract and/or policy no.) of one of your Helvetia products. Have the relevant documents ready (policy document, premium invoice, mortgage agreement or insurance certificate).

Enter your name and date of birth.

When you have been clearly identified as a Helvetia customer or pension fund policy holder, you may continue to create your profile.

Step 2: Create profile

To obtain personal access, you need to create a profile:

Set your personal password and confirm your e-mail address using an e-mail code.

Confirm your mobile phone number using the mTan code.

Your profile has been created and you can now enjoy the advantages of the Helvetia customer portal.

Exception: If you have linked yourself to a pension fund contract, you will receive an activation code by letter to your home address. As soon as this code has been correctly entered, you will also receive access to the customer portal.