August 15, 2019

August 15, 2019 | Risk Pulse


Zurich is going paperless!

We’re pleased to announce that moving forward we’ll be sending most of the documents related to your clients Zurich products using their nominated email address on our records, rather than by mail.

 

This environmentally friendly email solution has been designed to add convenience and flexibility for our customers.

What you need to do?

We will transition clients across to email communication automatically.

You can encourage your clients to simply register and log in to the online My Zurich portal to ensure their contact details are up-to-date as these documents include important disclosures.

If your client would prefer to receive paper-based correspondence, these preferences can be updated anytime via the My Zurich portal.

Connecting with Zurich has never been easier with My Zurich.

Clients can review all their Zurich Insurance, Superannuation and Investment information in one online, easy to use portal.

  • Update address, payment details and other preferences easily online
  • Review historical statements with the click of a button
  • Access and print off tax statements and other documents
  • 24 hour claims tracking

Please watch a quick video below for more information on My Zurich –

 

If you have any questions please reach out to your Zurich BDM.

August 15, 2019

“United” – a mantra we can all get behind

We are excited to introduce you to the three finalists in the running for the prestigious 2019 AFA Adviser of the Year awards. It is a privilege to again part of the judging panel, being part of the rigorous process and meeting all of the inspiring finalist is something I truly enjoy experiencing firsthand. We look forward to announcing the winner in conjunction with the AFA at the 2019 National Adviser Conference in Adelaide on the 29th of August. The theme for this year’s conference is “United” a mantra the whole industry can rally behind. I hope to see many of you there!

August 15, 2019

Introducing the 2019 adviser of the year finalists

The AFA Adviser of the Year Award have come to stand for many things – vision – leadership – excellence. They have come to symbolise a pioneering spirit and the highest professional standards. Many advisers are continuously looking to improve both their business efficiency and their client engagement proposition this award plays a pivotal role in shining a spotlight on, and sharing, best practice insights.