Making it easy with pre-app

Given the great feedback we receive on the tool, we wanted to improve this further, ensuring better ‘in the moment’ access to a real-life underwriter to discuss your results, exactly when you need them.

Taking action based on your feedback

Based on your feedback we now have a live chat service, accessible from the pre-app results page, allowing you to chat with one of our underwriters and discuss more complex cases or multiple disclosures without the need to email us.

Here’s how:

• Login to your adviser portal and navigate to the ‘pre app tool’ from your menu.
• Complete your pre-app exactly as you would normally.
• When you reach the results page, you’ll see the option to ‘Chat with an expert’ allowing you to connect to one of our experienced underwriters there and then.

Don’t just take our word for it….

Take a look at the range of great feedback from advisers just like you who’ve used our new pre-app live chat service:

‘Brill, best thing ever!’

‘I received a clear, concise response to my query without having to wait.’

‘First class. Other providers use a chatbot and don’t give the option to speak to a human and that rarely works with the types of queries these live chats will generate. Well done Zurich ’

Want more information about pre-app?

You can out more about our pre-app tool, including a step-by-step guide to using it on our intermediary website right here.