ZURICH UK Life Business has joined forces with Quay Software to provide advisers with real-time valuations on Zurich products through Quay's Client Care Desktop (CCD) software package.
Users can now instantly upload all relevant fund and valuation details on their clients’ individual plans with Zurich on Sterling Investment Bonds, Zurich pensions – including unit-linked pensions that were formerly branded Eagle Star and Allied Dunbar – and Zurich unit-linked bonds that were formerly Eagle Star. Zurich’s eCapability director in the UK, Paul Kenmir, said: “The link with Quay is the next step in our e-Capability programme and further endorses our commitment to support every way in which advisers want to work with us.” Kenmir believes that the Quay software will make l...
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