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.