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.
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
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
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
Model your practice cash flow
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
If you would more information on any of these tools, please fill out the form below.
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