In this issue of ‘Protection Insider’, we announce an upgrade to our online journey and Justin Kelly, our resident expert on all things Life Technical will cover why business insurance matters. And of course, we’ll also meet some more of our Protection Team – Jane Collins will give us a little bit of background about herself. In case you missed them, you’ll also find a round-up of recent communications including our special offers that have been extended until the 30 November 2022, the removal of the covid questionnaire, and our large case underwriting team.
Again, if there is any particular protection areas you would like to hear more about, please do not hesitate to contact us and we will try our best to include in the next edition.
Improvements to the Zurich Life online Protection Portal
Today, we are excited to announce an upgrade to our online journey, which has the following benefits for users and there will be more to come!
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!
Hints and Tips:If the ‘NEXT’ button remains grey towards the end of an application have a look back and see of any questions left unanswered. It may be the Height / Weight question where there is a new ‘Confirm’ button beside each which must be clicked, see example below:
Small and Medium sized (SME) businesses are the lifeblood of the Irish economy and it's the entrepreneurial spirit of their owners that drives them to succeed. But what if illness strikes an owner or a key employee - do they have the capacity to survive?
Large sum assured cases can require extensive medical and sometimes financial underwriting. With the Zurich large case service, our aim is simple – make placing large protection risks easier for you and your clients.
In case you missed it, a number of weeks ago we were delighted to confirm that we no longer require covid declarations as part of the application process for any of our risk products.
Ronan O'Neill Head of Retail & Corporate Marketing
ronan.oneill@zurich.com
Zurich Life Assurance plc Zurich House, Frascati Road, Blackrock, Co. Dublin, A94 X9Y3, 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.
