The Adviser Portal

Changes from 24 September, 2021 – Brand, design and new functionality

The Zurich Adviser Portal will be renamed to ‘The Adviser Portal’ and the user interface will be updated to include the OnePath brand. This is the first part of our journey to streamline the way you interact with our dual propositions into one-user friendly experience. The changes aren’t limited to design only. Other enhancements include:  

• Adding a direct link to login to “Illustrator” via the quoting option in the main menu
• Expanding the Tools and Resources section to include OnePath resources
• Giving you the ability to manage your Zurich client’s tele-interview appointment bookings online and without the need to email us

Excitingly, we are working towards providing you with the ability to serve some of your existing OnePath clients from within The Adviser Portal. We look forward to sharing further information with you shortly alongside further enhancements to The Adviser Portal, helping you save time on administration so you can focus more on your clients.

Our latest enhancements include the ability for you to quote on your existing inforce policies (including 10 year projections) and our brand new self-service functions which saves time for both you and your clients.

With self-service functions you can now

• Quote to increase, decrease or make alterations to inforce policies
• Update payment information instantly
• Decline an indexation increase without the need for a client signature
• Submit a claim notification

Other enhancements

• The ability to export full details of your clients’ policy to an easy to understand PDF
• Remuneration information is now displayed at policy level
• Detailed exclusion wording displayed on applicable policies
• New instant reporting available reports including a LiveWell client report
  
  

To help you understand the most recent enhancements, you can watch this helpful video on_ZONE Education. If you haven’t logged in before you can do so with your Zurich Adviser Portal login details.

With Alteration Quotes now available, you can quote to:

• Increase / decrease cover
• Update Waiting Period / Benefit Period
• Remove core / optional covers
• Update payment frequency
• Add / remove options (e.g. Increasing Claims option)
• Update premium structure – Stepped to Level (only)
• Change definition (reducing risk) – e.g. Income Protector Plus to Income Protector
  
  

To help you understand the enhancements, you can watch this helpful video on _ZONE Education. If you haven’t logged in before you can do so with your Zurich Adviser Portal login details.

What have we made even better?

• We have improved the self-service functionality and user experience - Locate, review and update client details, quotes, applications, renewals and service requests in seconds from the dashboard. Whilst looking at your client’s policy or application details via the portal, you can now choose to export all details into a PDF.

• Claims Notifications - You can now notify us of claims directly via the portal. All claim notifications will now also be visible through the service requests section on the portal.

• More client information at your fingertips -  Access more of your clients’ policy information such as policy exclusions (does not include older policies or former Macquarie policies) and rollover information with the ability to directly navigate to related policies without the need to search.

• Enhanced reporting - A new reports section allows you to generate 6 types of customised reports -  including reports on LiveWell clients and overdue payments to help you manage your inforce clients.

• Flexibility for you and your clients – your clients can now complete their personal statement online at a time and place that suits them with the introduction of a personalised URL link.