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

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

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Platforms - an easier way for your clients to afford their cover

First month's premium waived

The popularity of risk products on platforms continues to grow thanks to their convenience and efficiency, combined with the affordability benefits of insurance written and paid for through superannuation. Zurich’s life insurance via platform gives your client the first month’s premium is waived for all new policies that go into force. Commissions still apply.

Other reasons to choose Zurich when taking life insurance via platform:

• The ability to split policies to enable part payment via superannuation
• Accidental injury benefit which is built into lump sum policies in super
• Tele-underwriting saves up to four hours per case, on average
• Award winning products that are regularly updated
• Upgrade guarantee – fairer for clients, less work for you
• Accessible relationship managers who add real value
• A global brand your clients can trust

Currently available through the following platforms:

❯ HUB24
❯ IOOF
❯ Netwealth
❯ Yellow Brick Road
❯ OneVue
❯ Praemium
❯ Macquarie Wrap