Agency and Commission Hub
Welcome to your one stop shop for agency and commission
Our agency and commissions team handle protection-related agency enquiries for both our Life Protection Platform and our legacy books of business, with a wide-ranging remit which includes commission enquiries, agency transfers and novations, registration queries, agency set-ups, agency closures, and much more!
Start to use the hub
Do you need to register your firm?
If you are new to the Zurich adviser site and platform you will need to register your firm to use the agency and commission hub.
Register a new firm with Zurich or create an initial administrator username for our Life Protection Platform.
If your firm already has an active agency with us and a firm administrator set up on the Life Protection Platform, you’re in the right place.
Use the link below to see how to:
- Register new advisers
- Add more administrators
- Add paraplanners to your existing firm
Apply for terms of business
Applying for a terms of business is only required from the Directly Authorised (DA) principal office when first establishing a relationship with Zurich.
Appointed Representative (AR) offices do not need to apply and can move directly to registration so long as their principal office has already done so.
Zurich Assurance Ltd is part of Origo's Agency Administration service, which allows you to register for terms of business across multiple providers in one place.
Having trouble with registering? See our registration FAQs or get in touch.
Frequently asked questions - everything you need to know
Useful forms which can be completed online
Forms for firm directors and office managers
Change of details
Tell us about a change of contact details for an entire firm or for an individual office. This form should be completed by the firm principal or office manager.
Payment frequency change request
Request a change to the frequency of your commission payments.
Two year indemnity period request
Request a two year accrual option (note that the Zurich default is four years).
Commission term change request
Alter your indemnity and non-indemnity preference at the firm or adviser level.
Account closure
Tell us about an individual leaving your firm, or to instruct the full closure of your firm account.
Forms for advisers, administrators and paraplanners
Request a copy of a commission statement
Request a copy of a commission statement for our legacy book of business.
Register an additional administrator
Tell us about an additional administrator profile you want to register to your existing agency.
Register an additional paraplanner
Tell us about an additional paraplanner profile you want to register to your existing agency.
Get in touch with the agency and commission team
- 0800 151 3333 Lines open Monday to Friday from 9:00am to 5:00pm (excluding bank holidays).
For enquiries relating to agency management, email:
For enquiries relating to commission, email:
For technical support with the adviser portal, email: