Exciting enhancements to the Zurich Access Portal
We’re delighted to share some recent updates to the Zurich Access Portal. These enhancements are designed to make it even easier for you to do business with us online.
More reasons to manage your portfolios online
Category updates
- For group life we’ve increased the maximum multiple of salary to 15, and we’ve increased the fixed benefit from £600,000 to become £1million.
- For group income protection we’ve added a ‘lump sum’ option.
- For group life and group income protection, we’ve made the minimum and maximum entry age an editable field plus we added more terminating ages, which means you have increased flexibility when setting up a quote or policy.
Disclosure update
- Long Term Absentee Disclosure: You can now disclose long term absentees directly within the portal.
- Previous Medical Underwriting Decisions: Schemes that include a previous medical underwriting decision can now also be disclosed through the portal.
Minimum lives update
All group life policies are now available from 3 lives on the portal.
We’ve taken the opportunity to increase the scope of the Zurich Excepted Group Life - Trust Solution (EGLTS), by reducing the minimum number of members to from 10 to 3.
Whilst this is great news, please be aware that this reduction in the minimum number of lives does increase the potential that clients can be close companies, and the arrangement isn’t considered an employee benefit arrangement.
In support of these changes and to highlight the risks and considerations for close companies and partnerships, we’ve created a new Excepted Group Life overview document, that discusses how entry periodic and exit charges could apply in respect of the discretionary trust.
You can find out more in the Excepted Group Life overview.
Plus, you can now access most of your clients’ documents through the Zurich Access Portal and take certain actions like request scheme histories or submit claims referrals - whether they’re administered via the portal or not.
Why choose the Zurich Access Portal?
Our easy-to-use portal enables you to quote, apply and administer schemes created online for all Zurich Corporate Risk products.
- Get immediate quotes online 24/7, for schemes with 3 to 250 employees for all products
- 3-year rate guarantee period
- Enhanced EAP for portal customers - 10 Health Assured Structured Counselling sessions
- Automatic Companies House register checks
- Portal administrator function to manage users within your firm
- Ability to share and progress your work with other users in your firm
- Quick, efficient and intuitive end-to-end user experience
- Live chat function, enabling you to ask real-time questions and get speedy answers to queries about ZCR products
- We're planting seagrass around the UK coastline for customers who place or review their cover through the Zurich Access Portal - as a 'thank you' for choosing Zurich
Recent updates to the portal have included
Increased flexibility in the Zurich Access Portal
We enhanced the portal to include increased flexibility around choosing eligibility and salary definitions.
We developed this functionality so you can choose and input your own eligibility and salary definitions, rather than using pre-defined options.
This feature means you can expand your portfolio for quotes within the Zurich Access Portal and streamline your workflow.
Want to know more?
Please speak to your usual Zurich contact.
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