Zurich research reveals that many advisers are re-considering their own value proposition, to find ways of ‘future-proofing’ their practices to ensure healthy and sustainable revenue. Zurich will give you the ingredients needed to shape your business for future success. We have multiple tools and resources on offer to assist advisers to find new markets, new clients and ways to improve your business practice to ensure your revenue growing every year.
We will support advisers by helping to:
See what’s available to you under the “Tools & Resources” section.
Customer lives and needs continue to change. One of the main strengths at Zurich is how we deliver innovative product solutions to allow more Australians to get, keep and understand quality protection. Our product innovation commitment is intended to give advisers and their clients more flexibility, certainty and more confidence.
It is this innovative approach saw Zurich win the highest Canstar recognition in 2017 - the National Canstar Life Insurance Australia award. We also won the Canstar Outstanding Value awards across Term Life, TPD and Packaged Life Insurance.
We will focus on:
Our risk offering includes:
The primary way advisers are preparing themselves for LIF is to explore ways to become more efficient.
Zurich has a proven track record of initiatives designed to help drive adviser and practice efficiency. We pioneered tele-underwriting in Australia, and were the first life insurer to roll out a daily data feed solution in 2013.
Ask us about:
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.
Tele-underwriting
Tele-underwriting is the process whereby a specially trained telephone interviewer completes the Life Insured’s Statement required for your life insurance application on your behalf. Tele-underwriting allows you to choose the time and place most convenient for you – in the comfort of your own home, at your workplace or wherever you have your phone.
Data feeds
To make life easy we have created a short user guide to help you set up your data feed in ZLife and to register your details into XPLAN. This user guide contains details on the following:
Identifying, rewarding and sharing best practice is an important way Zurich can help drive the increasing professionalism of advice.
Resources for our trusted partners
Research library & whitepapers
AFA White Paper: Connected Convenience
AFA White Paper: Connecting with Clients
AFA White Paper: Pathways to Excellence
AFA White Paper: The Trusted Adviser
Insurance Literacy Report Whitepaper FPA
Zurich Australia White Paper: Australians & life insurance: misinformed, misinsured?
On boarding process 'How to Guide'
The Zurich Adviser Podcast series
This 7 part podcast series features Financial Adviser Bill Webster
Customer Value Proposition kit
'How do other advisers charge for risk advice?'
Bespoke report from Zurich and Elixir Consulting
If you’re in a position where you’re evolving your pricing model, you want to understand as much as you can about your options, and the likely ramifications of implementing different pricing techniques then this report is incredibly helpful in understanding what pricing models are working in other businesses in today's market, and hearing first-hand from advisers who have already implemented a pricing model that will be sustainable after LIF. To get access simply speak to your Zurich BDM today.
Tools to drive demand and efficiency
Please speak to your Zurich BDM to find out more information on the following tools, or fill in the 'More Information' form if you would like someone to contact you.
Zurich Remuneration Modeller
Please fill out the "More Information" form on the right to gain access to the Zurich Remuneration Modeller.
Wealth Index
Online lead generation tool
Estate Planning Tool
Online tool you can email to clients and prospects
Practice Health Check Tool
Key business health metrics at a glance
Business Diagnostic and Benchmarker
Using industry data, this tool will help you benchmark your business against other practices in the industry
Zurich has long understood the importance of the client engagement process and we continue to bring resources to market which help advisers tell stories in more compelling and more efficient ways.
Videos to share with your clients