Our commitment to put your needs as a modern advice practice front and centre and streamline the way you do business means we will begin integration of OnePath systems into a redesigned Adviser Portal from 24 September 2021.
What this means for you
With time a key commodity in today’s environment, we are continuing to invest in our ability to serve you and your clients through smart technology which can enable new efficiencies and business processes that allow you to be more agile and customer-focused.
The Zurich Adviser Portal – our simple and seamless all-in-one platform for quotes, applications, renewals, client management, notifications, scenario planning and advice tools, will retain all current functionality.
Changes from 24 September, 2021 – Brand, design and new functionality
The Zurich Adviser Portal will be renamed to ‘The Adviser Portal’ and the user interface will be updated to include the OnePath brand. This is the first part of our journey to streamline the way you interact with our dual propositions into one-user friendly experience. The changes aren’t limited to design only. Other enhancements include:
- Adding a direct link to login to “Illustrator” via the quoting option in the main menu
- Expanding the Tools and Resources section to include OnePath resources
- Giving you the ability to manage your Zurich client’s tele-interview appointment bookings online and without the need to email us
Excitingly, we are working towards providing you with the ability to serve some of your existing OnePath clients from within The Adviser Portal. We look forward to sharing further information with you shortly alongside further enhancements to The Adviser Portal, helping you save time on administration so you can focus more on your clients.
In the meantime, if you have any questions, your Business Development Manager is here to help.
