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.
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.
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.
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.
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.
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.
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.
