Zurich launches adviser platform with multi-application approach

Provides 'personalised dashboard'

clock • 1 min read

Zurich has launched a protection platform enabling advisers to apply for multiple policies in one application.

Called 'ZHub', the platform provides advisers with a personalised dashboard where they can keep track of their entire protection business with Zurich.  The platform enables advisers to apply for up to five policies under one application, without the need to re-key customer information.  Electronic signatures have been introduced so advises do not have to wait for paper signatures for access to customers' medical records. From the new dashboard, advisers can access a document library offering guides on setting up all types of cover, sales aids and infographics, as well as guidance o...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Individual Protection

Cover Excellence Awards: Intermediary shortlists revealed

Thursday 10 October, The Brewery, London

Cover
clock 12 August 2019 • 1 min read

How the Apollo 11 crew obtained their life insurance

50th anniversary of moon landing

Adam Saville
clock 19 July 2019 • 1 min read

CII chief issues call for Insuring Women's Futures ambassadors

‘Talk to 10,000’

Adam Saville
clock 04 July 2019 • 1 min read