Developed and tested in partnership with advisers, the site requires no log in and aims to provide a comprehensive resource to help advisers to do business more easily.
The results of research by the insurer to find out which online features advisers rate most highly showed that easy access to service areas and instant access to documents and support material came out as the top two priorities in helping them run their businesses.
As well as instant access, site highlights include a new Medical Evidence and Body Mass Index calculator that shows advisers exactly what medical information they need from customers to apply for multiple protection products. Based on customers’ age and BMI, the tool has been designed to help speed up the application process providing customers with cover sooner.
Other features include the new Platform Investment Choices tool which offers a simple overview of all of the accounts and investment opportunities available along with optional add-ons, such as Investment Life Cover.
Richard Howells, Intermediary Sales Director at Zurich said:
“Zurich is passionate about supporting advisers and helping them provide the best possible service to their customers – through effective technical support, market leading tools and products.
“We’ve put adviser needs at the heart of building the new site and by offering simple solutions have aimed to provide a resource that helps make doing business with Zurich much easier.”
