Tools and resources

Practice Management tools

Our comprehensive suite of research whitepapers and best practice tools gives you an insight into different aspects of advice; from best practice learnings from award winning advisers, to financial literacy to the onboarding process. These insights will help you improve your business.

Zurich Adviser Portal

The Zurich Adviser Portal gives advisers unrivalled efficiency when dealing with an insurer.

The new portal is a smart, simple and seamless all-in-one platform for quotes, applications, renewals, client management, notifications, scenario planning and advice tools. Everything can be accessed online with a single sign-on, and can be easily personalised to suit your preferences and maximise productivity.

Market-leading functionality and design provides a user experience unlike any other in the market, making it the most intuitive and productive adviser quoting platform, client management and online servicing available.

The Zurich Adviser Portal is our commitment to put your needs as a modern advice practice front and centre, streamlining the way you do business.

Access the Zurich Adviser Portal

Adviser Flipchart

Australia’s first consumer-facing life insurance education app was designed in-house by Zurich, providing advisers with a tablet-based tool to educate their clients about life insurance and the range of options available to them.

Contact one of our dedicated Risk Management Business Development Managers to find out more on 1800 252 650.