I hope you managed to enjoy some time off with family and friends during the Easter / ANZAC period, it’s hard to believe we are coming up to the halfway point of 2022, the year is flying by.
As we communicated throughout April, we have recently completed the transfer of all OnePath policy records to our Zurich systems – a significant milestone for us and our partners. Having all Zurich & OnePath life insurance customer data and records on one platform means that we are much better placed to improve our services to you and that is what we are 100% focused on doing.
By consolidating our systems, we will be making it easier for you to do business with us. We are now offering access to all Quotes and Applications, Pre-assessments, Client management and Claim services plus more for both brands, on a single online location and login, via The Adviser Portal (which also gives you access to _ZONE Education). We have a significant upgrade to The Adviser Portal happening on 6 June which will add functionality and more upgrades occurring over the subsequent 3 months.
Our project team remains in place and on the OnePath side we have a list of issues and improvements that the team is methodically working its way through to resolve and implement. We would like to thank you very much for your patience and understanding as we bed down these remaining integration activities.
We have set up guided responses to frequently asked questions within the portal that can help you resolve your query quickly. As always, you can also reach out to your Business Development Manager if you require further help or direction.
I am extremely proud that both Zurich and OnePath were recently recognised as market leaders in two high calibre industry awards. Thank you to all our partners who voted for us, as this is always a great reminder of the hard work, we put in to support our advisers, and champion advice across our industry.
- Zurich is the proud WINNER for Most Consistent Retail Life Insurer at the inaugural Adviser Choice awards by Adviser Ratings.
- OnePath, was awarded the prestigious Financial Newswire & DEXX&R 2022 Risk Company of the Year honour as well as the top prize in three categories at the Adviser Choice Risk Awards.
Recently we launched our 2021 claims statistics and customer stories across Zurich and OnePath. The dedication our claims teams put in behind the scenes to treat every customer with total care and empathy when they are most vulnerable is something we take a lot of pride in. Please take a look at the claims we paid in 2021> Zurich, OnePath.
Election day is looming and on the 21 of May, we all get to have our say. Whatever the result, both sides of Government, on the face of it at least, seem determined to help improve access to quality advice and significantly reduce the amount of regulatory change we have all experienced over recent years. Whilst this sentiment still has to translate into action, it is very comforting to hear both sides of Government talking about this.
As always, thank you for your continued support. We take your feedback onboard in our decision making and will constantly learn and innovate to support you and your business as we enter a new era of efficiency and customer service for both Zurich and OnePath.
Regards,
Kieran.