Zurich Launches More Data Feeds

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Zurich has announced it has linked with AdviserLogic to offer daily data feeds for users of the software firm’s platform.

Advisers operating the AdviserLogic financial planning software system will be now be able to access daily updates of in-force and other client information for clients holding Zurich life insurance policies.

…we believe efficiency remains one of the biggest challenge facing advisers

Philip Kewin, Zurich’s General Manager Retail, Life & Investments, said previous research conducted by the insurer indicated advisers felt the need to drive efficiency would be the single biggest outcome from the FoFA reforms, “… and notwithstanding the recent amendments, we believe efficiency remains one of the biggest challenge facing advisers,” he said.

Zurich’s rationale for the value of daily data feeds is that advisers who don’t use them must manually enter new client data into their financial planning system.

The insurer says daily data feeds provide advisers with a number of efficiencies including:

  • No need for double entry
  • Access to the most up-to-date client information as and when required

In March 2013, Zurich became the first insurer to offer daily data feeds when it partnered with XPLAN (see: Zurich Launches Automatic Risk Data Feeds).



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