Intelligent, intuitive and seamless

At Zurich our adviser portal is more efficient than ever before. Bringing you access to two insurers with three highly sought-after products, underpinned by two powerful underwriting engines - all with one simple sign-on. Making it easier for you to do business with us and perform at your best.

All in one place. Anytime. Anywhere. From any device.
 


Key benefits & features

The Adviser Portal is intelligent, intuitive and seamless with a range of self-service functionality to help make your business more efficient. With access to Zurich and OnePath quoting platforms, you can easily quote across both our product suites – making it easier for you to do business with us and perform at your best.

Available in real-time so you can:

  • Choose from Zurich and OnePath powerful quoting platforms
  • Make alterations to inforce policies
  • Personalise your home dashboard with important notifications
  • Update and access important client information instantly
  • Delegate third party authorities to help manage your clients
  • Lodge claims on behalf of your client and get real time updates
  • Submit client & policy changes without a client signature
  • Access _Zone Education, all with the same single sign-on.

 


 

 

  • Two leading Insurers.

  • Three highly sought-after products.

  • Two powerful underwriting engines - UnderwriteMe and OneCare Express.​

  • Easily quote across both our product suites from the one platform so you know you’re offering the right fit for your client.



 

  • A combined view of both Zurich and OnePath submitted quotes, applications and inforce policies.

  • All-in-one quoting, application and client management intuitive system saving you time.​ 

  • Intelligent pre-assessment tools giving you and your clients a better indication of requirements up front. ​ 

  • View essential client information at your fingertips and in one simple view with our portal dashboard. ​ 

  • Live help centre with guided walk-throughs at your fingertips, to ensure you are maximising your efficiencies. 

 

  • Smart Navigation allows you to navigate to any point in the quote process without having to re-enter information.​ 

  • Regular updates and enhancements to both underwriting engines allows us to improve our straight through processing rates and real time decision making.​ 

  • Instant premium calculations that respond in real time. ​ 

  • Mobile-optimised design so you can connect on any device (mobile, tablet, laptop), anytime, anywhere. 


 

  • Our easy to use, powerful solution to help you grow and manage your advice business with confidence. ​ 

  • Keep up to date on our latest product offerings and marketing materials all from within the portal so you can be ahead of the game. ​ 

  • _ZONE Education – professional development so you can be confident you are providing value beyond advice for you clients. 

July 2022 enhancements

The Adviser Portal is Intelligent, intuitive and seamless. With the latest enhancements to the self-service capabilities, you can further support your clients so you can perform at your best.  

Here’s what’s new; 

  • Permanent CPI decline – no more signed requests required  
  • Automated Declaration of Continued Good Health (DICGH) notices now available at day 60 

In addition, your clients will now receive a confirmation email when you update any information on their behalf.


Get the best experience with the upgraded portal and watch our latest webinars. 

The Adviser Portal: What's new and how to navigate through the Portal

Thursday 4th August @ 11:30am – Watch Webinar

The Adviser Portal: How to Quote, Pre-Assess and Apply

Thursday 11th August @ 11:30am - Watch Webinar

June 2022 enhancements

We are committed to improving your efficiency when dealing with us and are pleased to let you know we have added improved functionality to The Adviser Portal.

Changes that enhance your inforce management experience:

  • Perform alteration quotes on level premiums - policy reductions and increases
  • Add third party authorities
  • Display Service Requests at a policy level
  • Enhanced ability to update and add new direct debit details
  • Submit policy alterations without underwriting from the one screen (available from 10 June onwards)

With even more enhancements coming soon, we are confident these will drive significant efficiency for you and your business.

September 2021 enhancements

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.

May 2021 enhancements

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

February 2021 enhancements

We are proud to announce our latest enhancement, the ability for you to now instantly generate alteration quotes on eligible Zurich Wealth Protection & FutureWise policies. This is just another way the Zurich Adviser Portal gives you ultimate efficiency when servicing clients, saving you time and creating a smoother experience.

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

July 2020 upgrades

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.