Adviser Flipchart application

Zurich Australia Communications Mix SimulatorThe first customer facing life insurance app for tablets is packed with a variety of interactive tools, which can help take your customer engagement process to a whole new level. In a few easy steps you can download this app for free, and add your own logo and colour scheme.

Contact your Zurich Business Development Manager if you are interested in finding out more.

Estate planner discovery Tool

There are four major benefits of applying an estate planning methodology across your business (rather than thinking of it as a service relevant only to your older clients):

    Zurich Australia Estate Planning Discovery Tool
  • It can uncover new opportunities for advice with your active clients
  • It can be a cost effective way of re-engaging with inactive clients
  • It can be an easy to articulate, high value add proposition to take to your referral partners
  • It can add significant flesh to your proposition and can be reflected in your Fee Disclosure Statement.

This tool allows you to email clients (and prospective clients) a weblink to an online questionnaire, the responses to which form the basis of a report which is automatically generated and automatically sent to the client (with a copy to you).

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Contact your Zurich Business Development Manager if you are interested in finding out more.

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