Your guide to our platform
Whether you’re new to Zurich Life Protection or you’ve been with us for a while, our newly developed adviser portal guide might be just what you’re looking for...
Different providers, different portals and completely different ways of working. It can be confusing, we get it.
That’s why we developed our new adviser portal guide.
It offers a step-by-step guide covering everything you need to know from completing a pre-app enquiry, getting a quote, all the way from apply to issue, servicing and retention. It’s all here.
With easy-to-follow instructions and links to relevant information and useful documents, along with jargon busting tips and tricks designed to put you in control.
Our guide features an interactive menu meaning you can ‘jump’ directly to the section you need, without scrolling.
And if you’ve got questions, we’ve got answers with a series of FAQs from adviser’s just like you.
Adviser approved
What’s more, our handy guide has been road tested by a selection of advisers to ensure it covers all the key need to know’ information you’ll need to make it easier to do business with us.
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