August 07, 2020
August 07, 2020 | Adviser News
The Zurich Adviser Portal just got smarter and more seamless
The Zurich Adviser Portal gives advisers ultimate efficiency when dealing with an insurer – and with our latest enhancements it’s smarter and more seamless than ever before.
Our all-in-one platform for quotes, applications, renewals, client management, notifications, scenario planning and advice tools can be accessed online with a single sign-on, and can be easily personalised to suit your preferences and maximise productivity.
What have we made even better?
- We have improved the self service functionality and user experience - Locate, review and update client details, quotes, applications, renewals and service requests in seconds from the dashboard. Whilst looking at your client’s policy or application details via the portal, you can now choose to export all details into a PDF.
- Claims Notifications - You can now notify us of claims directly via the portal. All claim notifications will now also be visible through the service requests section on the portal.
- More client infomation at your finger tips - Access more of your clients’ policy information such as policy exclusions (does not include older policies or former Macquarie policies) and rollover information with the abilty to directly navigate to related policies without the need to search.
- Enhanced reporting - A new reports section allows you to generate 6 types of customised reports - including reports on LiveWell clients and overdue payments to help you manage your inforce clients.
- Flexibility for you and your clients – your clients can now complete their personal statement online at a time and place that suits them with the introduction of a personalised URL link.
To help you understand the full upgrades, you can watch this helpful video on _Zone Education. If you havent logged in before you can do so with your Zurich Adviser Portal Login details.
The Zurich Adviser Portal is our commitment to put your needs as a modern advice practice front and centre, streamlining the way you do business. The powerful quote and apply platform, utilising the intelligent UnderwriteMe engine, allows you to quickly and easily quote Wealth Protection, Active and Sumo from any device.
Dont forget you can use the help centre with guided walk-throughs, to ensure you are maximising your efficiencies. Please speak to your BDM should you have any questions or would like to know more about the recent enhancements.