Agency and commission registration FAQs
To support you in managing your agency account as effectively as possible, we have answered your most frequently asked registration questions for our Life Protection Platform.
Directly authorised (DA) firms that have not previously established a relationship with Zurich Assurance Ltd (ZAL), will need to complete our online agency application hosted by Origo Services Ltd.
Appointed Representative (AR) firms do not need to apply and can move directly to registering their firm on our platform provided their principal has already done so.
Upon receipt of your agency application from Origo Services Ltd, we typically look to respond within five working days and will confirm our decision via the Origo platform.
However, please note that where you have linked a third-party service provider on your application, it will automatically be referred to them for approval before being submitted to Zurich Assurance Ltd (ZAL).
Our default offering is non-indemnity. Should your firm require indemnity terms, either during the initial agency application or in the future, Directors Personal Guarantees (DPGs) must be completed.
If not completed as part of the original agency application, you will need to complete a DPG forms.
Appointed representatives (AR) will normally inherit the terms already offered to their principal firm and are not required to complete DPGs.
When registering your firm, the above error is displayed if an existing firm registration already exists for the FCA number supplied.
Please contact the agency team for assistance:
- 0800 151 3333 Lines open Monday to Friday from 9:00am to 5:00pm (excluding bank holidays). We may record or monitor calls for training and quality purposes.
When registering your firm, the above error is displayed if your directly authorised (DA) principal firm has not yet registered for our Life Protection Platform (LPP).
You will need to contact your principal firm to request that they register and establish terms of business with Zurich Assurance Ltd (ZAL) before you can proceed.
Error message ‘user account is currently not active’
This error would normally be due to the user account showing a closed status, this can be due to account inactivity or closure.
Please contact our e-support team for assistance:
- 0370 850 4419 lines open Monday to Friday from 9:00am to 5:30pm (excluding bank holidays). We may record or monitor calls for training and quality purposes.
Error message ‘the firm is currently not active’
If your firm has recently registered to place business with us, please note that it typically takes two working days for Zurich Assurance Ltd (ZAL) to review and activate the firm’s agency. Alternatively, please contact the agency team for assistance:
- 0800 151 3333 lines open Monday to Friday from 9:00am to 5:00pm (excluding bank holidays). We may record or monitor calls for training and quality purposes.
As the online agency application is hosted by Origo Services Ltd, you will need to contact their helpdesk to resolve any issues experienced while using their service.
The following link will take you to the Origo request submission form, where there is also a live chat feature.
