Zurich Intermediary Group For use by professional financial advisers only
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Registration

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Registering and using Zurich Services 

To be able to use the Life Protection Platform, or off-platform investments (Plan Enquiry, CEB2B) services, you need to register your firm with Zurich.

If you haven't already done so, you'll need to sign up to Zurich's Terms of Business through Origo.

If you have already done this, you can register with each service as described below.

Useful tools to help you through the registration process

  • Register to Zurich Protection Services

    Register my firm for Life Protection Platform

    • Step 1: Create a Zurich Services username

      In order to set up a firm, you have to nominate and register an administrator. To find out what an administrator's role is, see the relevant section in the FAQs.

      If you are a current Protection Hub user, you can use that username when setting up the administrator. If you’re not sure what this is, more information is available in the Find my current Protection Hub username section in the FAQs below.

      The administrator username can only be used once per Firm Reference Number (FRN) being set up. If you need to be an administrator on multiple FRNs, then you should carefully consider which FRN you want your existing username linked to. Your existing username must match up with the FRN’s Financial Conduct Authority number.

      If you don't have a username or you don't want to use your current username for the administrator, you can create one by registering for Zurich Services through the links below.

      Before moving to Step 2, you must know your username.

      Register for Zurich Services without Unipass

      Register for Zurich Services with Unipass

      How to register my firm

    • Step 2: Register your firm and administrator

      Now armed with your username, you can register your firm for the Life Protection Platform. Click the appropriate link below to register.

      Register your Directly Authorised (DA) firm

      Register your Appointed Representative (AR) firm

      Please note, you will not be able to set up your Appointed Representative firm until the Principal (DA) firm you sit under is authorised.

      Once you have completed your firm set up and accepted the terms of business, the Zurich Agency & Remuneration team will be automatically notified.Your application will be reviewed and, subject to due diligence findings, activated. We aim to do this in 48 hours and you will receive confirmation of this on completion.

      Once you have confirmation, your advisers will be able to register.

      How to register your firm administrator

    • Step 3: Register Advisers

      In order to place business with Zurich, you'll need at least one adviser associated with your firm.

      To register advisers, paraplanners or additional administrators, please see the relevant sections below.

    Register advisers

    Register paraplanners

    • Step 1: Create a Zurich Services username

      If you are a current Protection Hub user, you can use your username and password or your Unipass details to sign in. Simply provide your username to your administrator so that they can proceed to Step 2. If you’re not sure what this is, more information is available in the Find my current Protection Hub username section in the FAQs below. You can also see in the FAQs section below, what access a paraplanner has when using the platform.

      If you don't have a current username, you will need to register to use Zurich Services using one of the options below. As part of this registration, you will receive a username which you'll need to give to your administrator before moving to Step 2.

      Register for Zurich Services without Unipass

      Register for Zurich Services with Unipass

    • Step 2: Assign your username to the paraplanner
      Once they have your username, your administrator can sign into the Life Protection Platform and set you up as a paraplanner. This will give you access to the appropriate advisers.

      When they have confirmed that this is done, proceed to Step 3.
    • Step 3: Sign in to the platform
      When your administrator has confirmed that you are set up, sign in to the Life Protection Platform where you'll enter the adviser dashboard and can start writing business.

    Register additional administrators

    • Step 1: Create a Zurich Services username

      If you are a current Protection Hub user, you can use your username and password or your Unipass details to sign in. Simply provide your username to your administrator so that they can proceed to Step 2. If you’re not sure what this is, more information is available in the Find my current Protection Hub username section in the FAQs below. You can also see in the FAQs section below, what access an administrator has when using the platform.

      If you don't have a current username, you will need to register to use Zurich Services using one of the options below. As part of this registration, you will receive a username which you'll need to give to your administrator before moving to Step 2.

      Register for Zurich Services without Unipass

      Register for Zurich Services with Unipass

    • Step 2: Assign your username to the admin
      Armed with your username, your administrator can sign into the Life Protection Platform and set you up as an administrator, or administrator with paraplanner rights and with delegated access to the appropriate advisers. 

      When they have confirmed that this is done, proceed to Step 3.
    • Step 3: Sign in to the platform
      When your administrator has confirmed that you are set up, sign in to the Life Protection Platform where you'll enter the adviser dashboard.
  • Register as an off-platform investment user

    If you've already got a Protection Hub username you can use that to log in to Plan Enquiry where you can also upgrade your account. It is necessary to upgrade your account in order to service policies/plans on the platform.

    If you don't have a current username, you will need to register to use Zurich Services using one of the options below.

    Register for Zurich Services without Unipass

    Register for Zurich Services with Unipass

FAQs

Find my current Protection Hub username

If you are a current Protection Hub user and wish to be setup as an administrator or paraplanner on the Life Protection Platform, then you’ll need to know your username.

If you're a username/password user then it's the credentials that you use to sign in to ZHub. If you're not sure what your username is, please contact eSupport.

If you have a Unipass certificate, you can view your current username in the MyProfile section of your ZHub dashboard. If you're not sure what your username is, please contact eSupport.

What access do advisers have?

Advisers have access to quote, apply/submit business, review pipeline, activate policies and enact contractual change on the clients’ policies.

What access do paraplanners have?

This role gives access to all, or specified advisers in their firm to work on their behalf. They cannot set up other paraplanners or administrators. They also won't be able to manage their own rights or permissions. Only the administrator has the ability to do this.

What access do administrators have?

This is a 'Super User' role and can set up new paraplanners and administrators. They can also manage paraplanner access to advisers to set their rights and permissions and to view commission statements (these are the only users who can view the commission statements). All firms should have at least one administrator.

The administrator cannot quote and apply for business unless they give themselves paraplanner rights. For sole trader firms, we recommend that the administrator account is set up with paraplanner rights and authorised to process business on behalf of the adviser account. The adviser will still need to register as an adviser.