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The Adviser Portal – Intelligent, intuitive and seamless

At Zurich and OnePath The Adviser Portal is more efficient than ever before. Bringing you access to two insurers with three highly sought-after products, underpinned by two powerful underwriting engines – all with one simple sign-on.

Making it easier for you to do business and perform at your best, The Adviser Portal provides;

Choice

  • Two leading Insurers.
  • Three highly sought-after products.
  • Two powerful underwriting engines – UnderwriteMe and OneCare Express.
  • Easily quote across both product suites from the one platform so you know you’re offering the right fit for your client.

Efficiency

  • A combined view of both Zurich and OnePath submitted quotes, applications and inforce policies.
  • All-in-one quoting, application and client management intuitive system saving you time.
  • Intelligent pre-assessment tools giving you and your clients a better indication of requirements up front.
  • View essential client information at your fingertips and in one simple view with the portal dashboard.
  • Make alterations to inforce policies online.
  • Live help centre with guided walk-throughs at your fingertips, to ensure you are maximising your efficiencies.

Innovation

  • Smart navigation allows you to navigate to any point in the quote process without having to re-enter information.
  • Regular updates and enhancements to both underwriting engines allows improved straight through processing rates and real time decision making.
  • Instant premium calculations that respond in real time.
  • Mobile-optimised design so you can connect on any device (mobile, tablet, laptop), anytime, anywhere.

Confidence

  • Easy to use, powerful solution to help you grow and manage your advice business with confidence.
  • Keep up to date on latest product offerings and marketing materials all from within the portal so you can be ahead of the game.
  • _ZONE Education – professional development so you can be confident you are providing value beyond advice for you clients.

 

All in one place. Anytime. Anywhere. From any device. 

 

Visit The Adviser Portal today.

zurich.com.au/adviserportal

onepath.com.au/adviserportal

 

The Adviser Portal – Intelligent, intuitive and seamless
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Zurich Financial Services Australia (Zurich Australia & New Zealand) is the local arm of Zurich Insurance Group...

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