Making it easy for you to do business with us
Better never stops and neither do we. That’s why is why our range of improvements are designed around you.
From useful guidance to help you make the most of our platform to our new online forms, the new year is all about putting you in control.
Adviser approved
In Q3 last year we launched our adviser guide to our Life Protection Platform. Designed for you, with you, our interactive guide takes you through the journey step by step.
From pre-app to quote, apply, issue and all the way through to servicing and retention, it provides easy to follow steps, screen shots and videos designed to ensure you’ve got everything you need, right at your fingertips.
It’s now been downloaded more than 600 times.
What’s more, with our interactive digital menu you can ‘jump’ straight to the section you need, without scrolling through the bits you don’t.
If you’ve not had a chance to take a look, download it now, and enjoy a bit of navigation know-how.
Our new adviser online forms
Following the success of our customer forms, we’ve now launched a range of ‘always on’ digital forms, available 24/7 allowing us to notify us of changes to your client’s Life Protection policies, even when our offices are closed.
From changing address, to deferring indexation or notifying us of a cancellation there’s no need to call, just fill in our quick and easy online form and leave us to do the rest!
Ideal if you’re multi-tasking and don’t have time to talk, our suite of secure online forms mean you can contact us at a time and in a way that’s convenient for you.
And since we’re always evolving, we’re developing new forms all the time, all designed to put you in control and make it easier for you to do business with us.
Sign up to our advice matters newsletter
Featured articles
Zurich’s cancer definitions: ‘We cover more than advisers might think’
