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.
