Tools and guides

Get accurate, up to date and clear indicative underwriting decisions before applying.

You can also choose to chat with our experienced underwriters regarding to your pre-app results ‘in the moment’ using our live chat service.

A valuable tool to help your customers understand the risks associated with being unable to work due to illness or injury, suffering a serious illness or dying. Option to customise the deferred period to align with your recommendation.

Work out the maximum monthly benefit your client can apply for under a Zurich Income Protection policy.

Work out the maximum benefit your client should apply for under a Zurich Income Protection policy when selecting dual deferred periods.

Use your client's occupation to check what we can offer.

This tool helps demonstrate how much a Whole of Life policy will be worth based on a client’s life expectancy.

Calculate the savings that can be made by selecting tax-efficient death in service life cover.

Use this tool to calculate the initial direct debit collection dates for your clients.