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Policy servicing

To help you with your policy servicing 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

  • 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.

  • What changes can be made to a policy once it is issued?

    The new platform comes with extensive contractual change capability allowing you to change your customer's policies to meet their changing needs. The changes available include:

    • increases and decreases in cover
    • changes in term length
    • adding and removing benefits
    • changing increasing or decreasing rates

    You can see a complete list of what changes can be made to a Personal Protection policy and Income Protection policy by following the links below and selecting the flexibility tab.

  • How do I carry out a contractual change?

    This can be done by yourself on your portal. You need to find the policy in My Policies, then click Servicing, and then amend the policy details as desired. If the change involves an increase in risk we will carry out further underwriting to confirm whether or not we can offer the change and on what terms.

    You can see a complete list of what changes can be made to a Personal Protection policy and Income Protection policy by following the links below and selecting the flexibility tab.