Improvements to the Zurich Life online Protection Portal
- More data transfer from quote to application: More client details being brought through to the main application from the quote stage including smoker status and occupation on Income Protection applications.
- Quicker data input: We now have very handy new ‘pick lists’ once a disclosure is made – this means there will be less need to do searches for many of the main medical / family history disclosures. You simply pick from the ‘top disclosures’ list provided on answering a question ‘Yes’. However, you can still search for any condition not listed in the ‘pick-list’ but we are confident that we have included the vast majority of our top disclosed conditions in these new pick lists.
- Easier to view the dynamic questions and answers: Dynamic display on same-page of interactive questions for disclosures made.
- Fresh new look and feel: This is just the start of a new range of features we will be introducing. Over the coming months you will notice several enhancements to the online journey and also some new tools and guides within the Broker Centre itself which will help you inform and serve your clients. Watch this space!