New Zurich Efficiency Initiative

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Zurich has launched a new self-serve portal for its customers, intended improve services and drive adviser efficiency.

Zurich’s Head of Propositions for its Life & Investments business, Tim Howell

Called My Zurich, the new service portal is available for Zurich’s life insurance, superannuation and investment clients.

In a release outlining the nature of the new offer, Zurich says the portal “…will deliver a new level of self-serve convenience for clients”, while at the same time helping drive greater adviser efficiency by streamlining non-core client administration tasks.

These facilities offered via the portal include:

  • Changing address
  • Updating credit card details
  • Downloading tax statements and other policy related documents
…any client-initiated updates are quickly visible to advisers

The insurer says these tasks can now be done quickly and easily by Zurich policyholders through the mobile optimised portal service and that the Zurich data-feed solution also ensures any client-initiated updates are quickly visible to advisers.

Tim Howell, Head of Propositions for Zurich’s Life & Investments business, said adviser and client feedback identified a number of engagement points to focus on, based on their frequency and perceived inconvenience:

“Clients now expect a convenient, simple self-serve experience across all their service providers,” said Howell, adding “By offering the same accessibility and ease of use that they enjoy in other areas, we’re hoping to improve the extent to which they engage with and appreciate the value of their life insurance.”

He continued, “Everyone can relate to the dread of an expiring credit card, and the raft of direct debits you need to change as a result. However, what previously may have taken several hours and many phone calls can now in many instances, be accomplished with a few mouse clicks, at any time of day or night.

“By reducing the burden around administrative tasks and by delivering engaging and rewarding propositions to discuss with clients, we want to help advisers drive efficiencies and enrich the experience they deliver to their clients,” concluded Howell.