Zurich revamps adviser portal with new platform

The new Zurich Adviser Portal will provide advice practices with a simplified and mobile one-stop shop for quotes and applications, client management and service requests that have been designed to maximise productivity and drive advice efficiency when using the new platform, Zurich said in a statement.

The portal was developed in collaboration with life insurance software specialist Omnium.

It said the new addition of a scenario planning tool allows side by side comparisons in real time, to ensure the policy parameters selected provide the best fit for clients without the hassle of creating multiple quotes.

Further, Zurich noted that the ability to navigate to any point in the quote process and add/remove policy options and details without having to re-enter data or information is a feature that is bound to alleviate frustrations commonly faced when trying to navigate complex quoting systems.

Zurich life and investments head of propositions Tim Howell said it has put design and usability at the forefront of its decision making.

“We have strategically partnered with organisations that also shared this belief and drive to fundamentally deliver a smarter, simpler platform that will save advisers time on every single quote and client administrative task,” Mr Howell said.

“The Zurich Adviser Portal is our commitment to put the needs of a modern advice practice front and centre, the transition to a completely online solution is one we made in consult with many advice partners and allowed us to incorporate functionality that will be quicker to upgrade and evolve to meet the adviser expectations moving forward.”

Adrian Flores

Adrian Flores is a deputy editor at Momentum Media, focusing mainly on banking, wealth management and financial services. He has also written for Public Accountant, Accountants Daily and The CEO Magazine.

You can contact him on [email protected].