ProtectionApr 16 2014

Zurich targets protection advice

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The portal, which requires no log in, includes a calculator to guide advisers on what medical information they require from customers to apply for multiple protection products.

Other features include the platform investment choices tool, which offers an overview of all accounts and investment opportunities available, together with optional add-ons like investment life cover.

According to Zurich the website was created after researching adviser needs, with the majority of intermediaries requesting a system that included instant access to service areas and to documents and support material.

Richard Howells, intermediary sales director at Zurich, said: “We have put adviser needs at the heart of building the new site and by offering simple solutions have aimed to provide a resource that helps make doing business with Zurich much easier.”

Adviser comment: Sarah Fullaway, director of Derby-based Oviso, said:“Zurich’s new website for protection is a massive improvement on what was previously on offer. To have the facility to quickly find a potential rating due to BMI will certainly help cut down the number of calls needed to the underwriting department. The site is well structured so that you can quickly find the information you are looking for, which helps.”

Visit: zurich.co.uk/zurichintermediary/home/