New Signature Free PRSA
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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. 

 

 

Top-ups can be submitted using the new system or you can continue to complete the single premium top up template.

 

New Regular Premium Applications with a Single Premium attaching: Please continue to use the regular online application process i.e Completing and uploading the Personal Declaration as before.

 

Salary Deducted policies must also be sent to us to be input. 

 
 
 
Earn an additional €100 for new clients submitted online
 

For every new policy that you submit through the new Signature Free OnlineApply, we will reward you with an additional €100 bonus payment based on the terms and conditions below. 

 

Note:  New customers only.

A minimum premium of €5,000 applies.

The bonus payment does not apply

on top ups to an existing policy.

 
Terms and Conditions
 
 
 
Financial Advisor Guide
 

We've put together a simple guide to submitting a PRSA online using our new signature free technology. 

 
View Broker Guide
 
 
 
Data Capture
 

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. 

 
Data Capture form
 
 
 
Auto generated Willing and Able letters
 

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.

 
Where can I find the Willing and Able letter
 
 
 
Client Application Approval
 

Most clients will find the process of approving the application intuitive. However for any client who might need some guidance, we've put together the attached flyer including screenshots. 

 
Download client approval steps
 
 

If you have any questions, or if you need assistance with an application please reach out to your Broker Consultant who would be more than happy to assist. 

 

Patrick Jordan
Pension Marketing Specialist


patrick.jordan@zurich.com 

 

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.

                              

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