Zurich has launched a mobile phone app that gives advisers and paraplanners access to the progress of protection applications whenever they need it.
Zurich says the app, called M-Office, is a “first for the industry”, providing all the key details around the progress of an application in one place, including status updates, next steps, timescales and outstanding actions.
Zurich claims the app includes features that are not available elsewhere in the market, including the ability to activate cases that are only awaiting a start date from within the app itself.
Users can also prioritise their pipeline and customise features, which is particularly useful for those advisers that have established tracking and chasing processes.
For those that have many cases in their pipeline, they can filter their cases by name or by what stage the applications are in the process.
Advisers and paraplanners can also view a list of the outstanding requirements, whether the action is the adviser’s or Zurich’s, and inform Zurich of new information or respond to a requirement easily via the app as well.
It is available via the Apple App Store as a free download.
Ian McKenna, director at the Finance and Technology Research Centre, said: “This is a great app which delivers excellent functionality to advisers and paraplanners.
“It’s a first-class example of how insurers can use the app ecosystem to provide instant access to key information whenever advisers need it.”
Peter Hamilton, head of retail propositions at Zurich, added: “When we designed M-Office, we wanted to ensure that it could answer all the questions that people have in mind about the progress of a protection application in an intuitive way.
“We are confident M-Office represents a big step forward and we are committed to regularly developing it to ensure it continues to meet the needs of not only advisers and paraplanners, but the customers we all serve.”
