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Life Protection Platform

To support you in writing protection business on our Life Protection Platform, we have created a number of how to videos and answered your most frequently asked questions.

Zurich Life Protection Platform

  • Can I use the back browser button?

    Our platform is not designed to use the back browser button. You can, however, use the on screen navigation options to go back to a previously completed section. Note – Once you proceed passed the ‘Decision’ screen you cannot use the navigation options to go back any further than this screen.

    The application can be sensitive to pressing ‘back’ on the browser and so in clicking back it might cause an error.  In most cases, log in again and it should be possible to pick up a quote or application from where you left off.

  • How does Zurich view birthdays in relation to quotes?

    If a life assured has a quarter birthday in the time between quote and receiving an underwriting decision this may be reflected in the final premium on the decision. If a life assured has a quarter birthday between when you have submitted a start date and when the policy becomes active on the start date then there is no change to the premium.

  • Does the customer have a portal?

    Yes a Customer portal is available and customers can view policies, access the document library for their policies and make basic changes online (change address, change direct debit). Customers will get an email to register to set this up after their policy(s) have issued.

Trusts

  • What options are there for putting policies in trust?

    Policies can be put in trust online, as part of the application process, without the need for a customer signature. Or you can continue to use paper trusts as you do today. Trusts are valid per policy, therefore if more than one policy is being applied for please ensure each policy going into trust has its own trust form.

  • Do I need to submit paper trusts?

    No, unless the policy has already been issued. Completing Trusts online avoids duplication and will ensure that fields are completed fully before creating the Trust, reducing the number of common errors that come with paper submissions. However, Relevant Life and Business Protection Trusts are not currently available online.

  • Can I use paper trusts?

    If the application is still in progress then an online trust can be added and there is no need for a paper trust. Once a policy is issued, then the trust must be done via paper.

Frequently Asked Questions


Download and print a copy of our frequently asked questions.

Occupation Guide tool


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