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.