Tim Kane

Zurich Financial Services Australia (Zurich) have announced it has upgraded its Adviser Portal with new technology that automates the process of sum insured increases for eligible policies^[1].

Using cloud technology, the Portal can now automatically import all quote and customer details when an adviser requests a sum insured change, removing the need to complete a full new business application.

The enhancement removes the existing need to manually input data, resulting in significant efficiencies for advisers.

Tim Kane, Head of Retail at Zurich said: “Zurich’s Adviser Portal has continually been recognised as a leading solution by advisers. A key reason for this is our ongoing investment in evolving the platform in response to their needs.”

“By removing the manual burden from sum insured changes, which still exists across most other portals industry-wide, advisers can spend less time on admin and more time focusing on their clients’ needs,” Mr Kane said.

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Notes:
[1] Zurich Wealth Protection, Futurewise, Ezicover and Active IP.

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