CPD: The cost of care – part 2 – mental health

From

In analysing common methodologies used across the life insurance advice sector, we were able to identify a missing link that could help advice be more tailored and personalised. The Cost of Care whitepaper is an industry first, bringing together detailed research across the broad spectrum of injury and disease. Across three articles, we will delve […]

continue reading

Zurich appoints Head of Bancassurance & Direct 

From

Zurich Financial Services Australia (Zurich) is pleased to announce the appointment of Kieran Forde to the newly created executive role of Head of Bancassurance & Direct within its Life and Investments business. Mr. Forde joined Zurich from ANZ, in November ahead of the acquisition of the OnePath life insurance business. His appointment has been made ahead of […]

continue reading

CPD: The cost of care – part 1 – the cost of cancer

From

In analysing common methodologies used across the life insurance advice sector, we were able to identify a missing link that could help advice be more tailored and personalised. The Cost of Care whitepaper is an industry first, bringing together detailed research across the broad spectrum of injury and disease. Across three articles, we will delve […]

continue reading

New Zurich Adviser Portal to significantly improve adviser efficiency

From

Zurich has announced the launch of its ‘next generation’ adviser portal, incorporating a new online platform for life insurance quotes and applications. Developed in conjunction with Omnium, UnderwriteMe and User Experience specialists Jade Software, the Zurich Adviser Portal also incorporates client management functionality and utilises the UnderwriteMe rules engine to significantly increase straight-through-processing rates. An […]

continue reading

New research provides missing link in risk advice methodologies

From

New Zurich research has accurately quantified the direct and indirect costs of serious health conditions, providing licensees and advisers with a more robust platform to recommend products, benefits and sums insured to life insurance consumers. Zurich’s Cost of Care study, conducted in conjunction with research partner Zest Healthcare Communications, draws on industry wide data to […]

continue reading

Zurich announces new leadership team to drive dual proposition strategy

From

Zurich has unveiled details of the executive leadership team that will take its Australian Life & Investments business forward once the acquisition of OnePath Life has completed. The composition of the new team reinforces Zurich’s commitment to a dual proposition strategy which will see the Zurich and OnePath Life brands and products continue to operate […]

continue reading

The Vinnies CEO Sleepout: reminding us of our social purpose

From

At a time of intense scrutiny on the financial services sector, it is easy to lose sight of the inherent social purpose underlying the myriad of products and services it provides. This is especially true of life insurance, where the $10 billion life insurers pay in claims each year isn’t widely appreciated; except perhaps by […]

continue reading

Zurich’s AREITs Fund upgraded to Gold with Morningstar

From

Following their most recent fund review, Morningstar have upgraded the Zurich Investments Australian Property Securities Fund (Fund) to a Gold Morningstar Analyst Rating™ as of 21 May 2018. Having also maintained its “Highly Recommended” rating with both Lonsec and Zenith in their most recent reviews, this sees the Fund now hold the highest possible rating […]

continue reading

CPD: Five steps to create a niche market

From

Five steps to create a niche market No business can be all things to all people, especially when that business is a small business. In this article, Zurich explores the development of a niche market and how that can be beneficial for both client and adviser in a financial planning practice. A niche market is […]

continue reading

The unexpected outcomes of getting customer experience right

From

First impressions that drive lifetime outcomes The customer experience you provide to your clients delves much deeper than the standard customer service standards. As described by customer experience firm Qualtrics, ‘…customer experience is more than tracking promoters or satisfaction scoring. You have to know how your customers are changing, which ones matter most, and, essentially, […]

continue reading