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Finding focus and opportunity in this new world

A huge shout out and thank you to our advice partners, I think you are doing a remarkable job of delivering exceptional customer outcomes in the face of a myriad of changes. It is important that we all continue to connect with customers and during this period look for new and meaningful ways to enhance the customer experience.

The opportunity to provide high quality advice to Australians is more important today than ever before. So as you face into increased customer queries, I want to reconfirm our commitment to the high service levels you have come to expect from our Zurich and OnePath teams. Our business development and operational teams are here to help you and your clients when you need us.

Market conditions are moving at pace around us, so as an industry we need continued focus on immediate customer needs, as well as long term sustainability and affordability.  At Zurich and Onepath we remain fully committed to APRAs IDII requirements, as well maintaining the difficult but delicate balance between the push of rising claims and the pull of customer affordability. During this period, it’s important that we work through this together, and we welcome your views.

 At Zurich and OnePath, we want to help you protect as many Australians as possible. The benefit of our multi proposition strategy is that we have a very broad product offering, with choice to find the best fit, as well as provide high quality and great value solutions.

Affordability is a growing concern for many. Both Zurich and OnePath product options have inbuilt options to assist in times of hardship, we are also working on more options for your customers to keep protection in place, but to adjust in line with their situation. Please stay in touch with your BDM who will be able to guide you through current and future options when they arrive.

With this in mind, we are proud to be the inaugural signatories to the FSC Life Insurance Committee Covid-19 commitment to frontline healthcare workers.  The commitment provides surety and consistency to life insurance customers and financial advisers.

While in this environment we have less face to face interactions, our support to you doesn’t change. I encourage you to login and utilise the valuable modules and resources within _ZONE Education. Our new online and on-demand education platform allows you to decide what education resources you need, the desired format and how and when you would like to consume it. Most content is also recognised for CPD allowing you to meet your educational requirements.  We have hand picked some content for you that may be of interest, you can find direct links in this edition of the newsletter.

A timely reminder that our Zurich Adviser Portal is our commitment to put your needs as a modern advice practice front and centre, streamlining the way you do business. It has market-leading functionality and design which provides an excellent user experience, making it the most intuitive and productive adviser quoting platform, client management and online servicing available. The Zurich Adviser Portal allows us to deliver solutions quickly and seamlessly to the market.

Finally, I sincerely hope you are showing the same level of care for yourselves as you are for your clients. We have provided some inspiration for your mental health and wellbeing in this newsletter that you can choose to use yourself, use with your practice, or with your clients.

Please be safe and healthy,

Kris.