Adviser Resources

Supporting you through COVID-19 and beyond

Adviser COVID-19 resource centre

We want to assure advisers that we’re here to help you get the most out of your cover, just like we’ve always been, through floods, bushfires and now pandemics.

We’ve collected all of our resources in one handy location below to help you communicate with your clients and give you access to helpful tools and content so you can continue to provide financial security for your clients and their families when it's needed most.

Affordability options to help customers during COVID-19

As an insurer, we understand that following the sudden shutdown of many parts of our economy and the resulting sharp increase in unemployment and decline in cash flow for many businesses, many Australians will look to reduce household and personal expenditure. We also know that customers value the importance of insurance and want to retain their cover more than ever.

With this context, we have short term premium relief options for both Zurich and OnePath Life Customers to help assist advisers and customers with premium payments in the face of this global pandemic.

Zurich Premium Relief Options

  • New flexible cover underwriting offer
  • Increased flexibility on Premium and cover holds (referred to as a Premium holiday) provision

Find out more

OnePath's Premium Affordability Options

  • Premium and Cover Suspension (Cover Suspension)
  • Cover bounce back

Log into OnePath Adviser Advantage to find out more 

Get help with a claim

We’ve put measures in place to make sure that we continue to support new claims, and offer extra help for customers currently receiving income protection benefits. A claim resulting from you contracting COVID-19 will be assessed in the same way as other injuries and illnesses. If you have any questions or need to make a claim, please contact us – we’re here to help.

On-demand Adviser Learning

There’s a new way to unlock your potential – and provide value beyond advice to your clients.

_ZONE is your education program, designed to guide you through the professional development you need as an adviser and now offers a range of courses designed to support your business through times of change.

Some helpful webinars include:

  • Running a Virtual Financial Planning Business
  • Utilising Zoom and Tips on running a virtual office
  • Productivity and Morale in a Virtual Office
  • Pivoting our Client Engagement in a Virtual World

Explore our full range of online courses and on-demand learning options with CPD accreditation now.

Register for _Zone

Marketing with Clarity Toolkit

A practical guide to help you use our market-leading OnePath Clarity content to educate, retain and attract clients. You’ll  learn how to best use a range of resources and communication channels to develop a plan that takes your client touch points to the next level.

The Marketing with Clarity toolkit includes:

  1. OnePath Clarity white-labelled resources you can customise and use to educate your clients and reinforce your position as a life insurance expert

  2. Marketing basics to help you understand the communication channels available and the best way to use them

  3. Personalisation tips to help you plan your Clarity content marketing activities and ensure you send your clients the right messages at the right times

Explore the toolkit now

Looking after yourself

It’s important to look after ourselves, so we’ve collated a great range of health and wellbeing resources in the My Wellbeing Hub to help you while we adapt to new ways of working.

These resources will be updated regularly and include factsheets, articles and recipes designed to help you take a holistic approach to looking after yourself.

Explore the My Wellbeing Hub.

Product information and support resources

We’ve collated our key COVID-19 business and economic resources so you can easily access the information you need to address client queries, including: