Helping your clients when they make a claim
Zurich’s bereavement guide is designed to help your clients when they make a claim on their life policy, at what we recognise is a key moment of truth.
We know that losing someone close is incredibly difficult.
The interactive guide provides a range of useful information beyond the basics of simply notifying a bereavement to Zurich. It includes practical guidance and signposting to help them navigate the often-challenging process of who to notify and what to do, as well as providing a range of emotional support services to help those recently bereaved deal with their loss.
Our new guide features:
- A step-by-step guide to notifying a claim with Zurich Life Protection.
- How to get in touch with agencies like HMRC or DWP using the Governments ‘Tell us Once’ service.
- Useful information about Zurich Support Services and other charitable organisations who can provide emotional support when dealing with grief.
- Where to find guidance around probate, postal redirection, and things like pension tracing or death in service benefits.
- Signposting to organisations who can help when dealing with debts or support for funeral costs.
- A jargon buster of technical terms and what they mean.
Our new guide is accessible to customers via our website and available for advisers to view on our Claims page, as well as downloadable from our protection document library.
