We're delighted to announce the latest addition to our Signature Free ‘OnlineApply’ offering – Single Premium Advice and Standard PRSAs , including AVCs and transfers from other life offices.
Built on the same platform as our signature free Savings, Income Protection and Personal Pension products this is a quick, easy, and innovative way to submit business to Zurich. Ideally suited to the new modern way of working, the application can be completed online from start to finish without the need to meet your client in person.
NEW: For transfers requiring proof of scheme wind up or a certificate of benefit comparison, this can be uploaded during the application.
NEW: For policies expecting a transfer - once your client approves the application form, the willing and able letter is automatically available in your pipeline under the correspondence tab.
As you know, capturing your clients data before you begin the online application is essential. How you collect the relevant details is up to you, but we've put together a simple data capture form that you can use. Note - this does not need to be uploaded/sent to Zurich.
Once your client approves the application form, the willing and able letter is automatically available in your pipeline under the correspondence tab. If you would like to issue the willing and able letter to the transferring life office in addition to transfer request forms, feel free to download a copy of the letter here.
Zurich Life Assurance plc Zurich House, Frascati Road, Blackrock, Co. Dublin, Ireland. Telephone: 01 283 1301 Fax: 01 283 1578 Website: www.zurich.ie Zurich Life Assurance plc is regulated by the Central Bank of Ireland.