Frequently asked questions - Zurich Corporate Risk

We've put together some frequently asked questions to give you more information about Zurich Corporate Risk and the cover we offer.

So, whether you're looking for a little more detail about our products or want to find out more about making a claim, please use the relevant links below for more information.

What is the minimum number of lives for Group Protection policies?

The minimum number of lives for our schemes is 20, increasing to 250 lives for flexible benefit schemes.

Does Zurich offer Death in Service?

We do not offer Death in Service Pension (DISP).

Do Zurich Corporate Risk products offer an Employee Assistance Programme?

We work with EAP provider, Health Assured Ltd, and can provide our customers with proposition solutions that support both integrated and independent EAP arrangements.

Please speak to your Account Manager to find out more.

Do Zurich Corporate Risk products offer free bereavement counselling?

We work with Health Assured Ltd and can provide our customers with proposition solutions that support both integrated and independent bereavement counselling.

Please speak to your Account Manager to find out more.

Can I add TUPE members to a scheme?

You can request to add a TUPE group to the policy. This change may impact the rate or terms that we are able to offer. To confirm this, please call our Scheme Underwriting Team on  0800 141 2002. You’ll need to provide details about the new members, including the company they previously worked for, eligibility, benefit structure, and the date of the transfer.

The Scheme Underwriter will confirm the terms that will apply, together with actions that need to be taken.

My client has employees who are travelling abroad - does Zurich require notification upfront?

We only require prior disclosure when members are travelling to destinations against Foreign, Commonwealth & Development Office (FCDO) advice. In such circumstances, we’ll need to know the location and the frequency of travel.

Do you cover overseas members?

We normally cover employees on UK contracts of employment with UK employers or who are members of UK trusts. We may be able to cover members outside of this but cover will be subject to our cross-border business rules and you will need contact us in advance to see if we are able to provide cover.

Can you cover members who are seconded abroad?

We are able to cover members who are seconded abroad subject to confirmation that:

  • They have a contract of employment with a UK company covered by the policy.
  • Their period overseas does not exceed three years, unless they’re sent to a company within the same group of companies, in which case the period abroad may be longer.

If members don’t meet this criteria, please call our Scheme Underwriting team on  0800 141 2002.

We may agree to cover any member working outside the UK, but all premiums and benefits will be paid in UK currency. If we agree to cover members working outside the UK, we may apply special terms and conditions if we consider this appropriate following our risk assessment.

We will specify in any quotation the terms that apply to any members seconded abroad.

Does Zurich cover members who are on maternity leave?

Yes. Members of a scheme who are temporarily absent from work, including maternity or paternity leave, who are still receiving pay, can continue to be members for the temporary absence period selected.

What is the minimum number of employees required to offer spouse/partner cover?

We can provide spouse/partner cover for schemes with a minimum of 250 employees eligible to apply for the benefit.

What is the minimum number of lives Zurich covers for a flexible benefits arrangement?

The minimum number of lives for our schemes is 20, increasing to 250 lives for flexible benefit schemes.

Does Zurich still provide Group Income Protection cover for employees who are temporarily absent from work?

If a Member is away from work for reasons other than illness or injury, including maternity or paternity leave or holiday, and is still receiving pay, we will treat them as a Member for up to 12 months’ temporary absence. Their cover will be the amount of benefit the policy provided on the day before their absence began.

If the Member is away for reasons other than illness or injury and is not receiving pay, the Member can be covered for up to 12 months at the level in force on the day before the absence began provided that:

  • there is an agreed date of return in writing, between the employer and employee
  • the employee remains an employee and has a right to return to work to the same occupation
  • the absent member continues to be included in the data and premiums are paid in respect of the member.

Where cover is continued during unpaid temporary absence, the Income Benefit will be paid one month in arrears from the latter of a complete month after:

  • the Deferred Period; or
  • the agreed date of return.

Does Zurich still provide Group Life Insurance cover for employees who are temporarily absent from work?

If the member who is away from work is still regarded as an employee of an employer included in the policy, and the employer continues to pay premiums in respect of them, we will maintain cover where the absence is a result of illness or injury up to the terminating age, or where the absence is for any other reason for 36 months.

On request, the period that cover continues during absence:

  • As a result of illness and injury can be reduced.
  • For any other reasons can be reduced to 12 months.

We may agree to extend cover for longer periods in some circumstances.

Does Zurich provide cover for employees who travel overseas?

In accordance with our standard policy terms, cover will not be provided whilst a member of the policy is travelling on business against Foreign, Commonwealth & Development Office (FCDO) advice, unless otherwise agreed by us in advance.

Consequently, new business travel to a territory against FCDO advice would result in the member not being covered whilst travelling. Cover would resume upon the member’s return.

Cover remains in place for members who were already in or were travelling to these territories prior to the FCDO advising against travel. Members choosing not to return, even if they had an opportunity to do so, wouldn’t result in their cover ceasing.

This approach applies in respect of all FCDO advice, on the date travel commences.

Please note that there are no travel restrictions under the policy where the Member is travelling for personal reasons. However, they must always meet the terms and conditions of the policy to remain covered.

What support do you offer when placing flexible or voluntary benefit policies?

For flexible or voluntary benefit policies, one of our experienced Implementation Managers will work with you to ensure a smooth onboarding experience.

What payment options are available for flexible or voluntary policies?

We will accept monthly or annual payments by Direct Credit.

For monthly paid policies, we’ll provide you with an invoice based on each monthly data file you provide.

For annually paid policies, we’ll provide a ‘deposit’ invoice based on the first monthly data file you provide.

How do you reconcile annually paid flex or voluntary policies?

We’ll provide you with a reconciliation account upon receipt of the final monthly data, which will show any balance or credit due against the policy.

How frequently do you require membership data?

For cover operating on a Unit Rate administration basis, we only require membership data annually.

For flexible and voluntary benefit policies, where premiums are calculated for each Member, we require monthly membership data, that includes the calculated, accurate monthly flex premiums for each Member.

For Group Life and Group Income Protection policies, the calculation of the monthly flex premium should:

  • include any additional premium as a result of a loading for any benefits above the Automatic Acceptance Limited, where applicable
  • only be calculated for benefits up to the Automatic Acceptance Limit where cover above this has been defined

Please note Temporary Cover does not apply to flexed benefits.

When will you send out revision or rate review invites?

Revision invites and deposit premium invoices are sent 90 days before the Yearly Revision Date. Rate review invites, and deposit premium invoices are sent 90 days before the Rate Guarantee End date.

When must outstanding requirements to set up a policy be met?

These requirements include, but are not limited to, Data, fully completed and signed proposal forms, and Direct Debits, which must be returned within 30 days of being requested. Invoices must be paid in full within 30 days of their due date. Any delays in satisfying any of these requirements, may impact our ability to issue a policy, provide ongoing cover or may delay the settlement of any claim.

Is medical underwriting required to be covered under the Group Critical Illness policy?

No. Group Critical Illness is provided without individuals being medically underwritten. We do however apply a pre-existing condition exclusion and a related condition exclusion that means that we may not pay claims for employees, spouse or partners, or children if they have some medical conditions, or symptoms that later indicate that they were suffering from a medical condition prior to the cover starting.

Who can be covered under a Group Critical Illness policy?

Eligible employees and eligible children are automatically covered under the policy, whilst the policyholder can choose to add spouse or partner cover.

How will Group Critical Illness benefit be paid under the policy?

Benefit will be paid directly to the member on behalf of the policyholder. This also applies in respect of claims made on behalf of a spouse/partner or child.

What Group Critical Illnesses are covered?

We automatically provide cover for the standard Critical Illness conditions.

The policyholder can choose to include additional Critical Illness conditions.

The full details of these are available in our terms and conditions.

What is Total Permanent Disability?

Total Permanent Disability is optional cover that can be selected by the policyholder as part of their Group Critical Illness policy. It means we’ll pay the benefit if the insured person is unable to work again or carry out activities of daily living, depending on the definition. Children cannot be covered for Total Permanent Disability.

How do I notify Zurich of a claim?

A call to your dedicated case manager is all it takes to make a claim. If you don’t know who your dedicated case manager is, please call us on  0800 181 4004  or email us at zcr.life.claims@uk.zurich.com

The more information you can provide, the quicker we can assess the claim. Please provide the Member’s name, date of birth, policy number, and cause and date of death, if known.

On receipt of a claim notification, your case manager will review the information you have provided and decide on the next steps. Within 48 hours of notification, we’ll send a form for you to complete and confirm your claim reference number.

How do I submit a claim?

You will need to complete a claim form, which we’ll send to you. In the claim form you’ll need to provide us with details about the employee, such as when they started employment, the date they were last actively at work and salary information.

You can either:

  • Ask us to send you our eSignature claim form, allowing you to complete, sign and return the form to us online.
  • Print out and wet sign our form, then send a scanned copy of the form to zcr.life.claims@uk.zurich.com.
  • Print out and post the signed form to: Zurich Corporate Risk, Unity Place, 1 Carfax Close, Swindon, SN1 1AP.

How soon after a death do I need to let Zurich know about a Group Life Insurance claim?

Please notify us as soon as possible after a member’s death. Any claims received later than two years from the date of the member’s death will not be accepted.

How do eSignatures work?

An eSignature is a way to sign a document online - all our claim forms can be completed in this way. Once you have notified us of a claim, we’ll send you a link to our online form.

When you click on the link provided, you’ll be required to add the details of the individual who will be completing the form. An authorised signatory of the scheme will need to sign it. When you open the link, you will be required to nominate a signatory. Please note, if the same person is completing and signing the form, you will need to enter the same details into both sections.

Once you have completed the form, it will automatically be sent to the signatory of your choice. Once the authorised signatory has signed the form, the completed claim form will automatically be sent directly to a dedicated claims manager for review.

Who can sign a claim form? What is an authorised signatory?

Claim forms need to be signed by an authorised signatory of the scheme. Individuals are authorised signatories if:

  • They are listed as company officials at Companies House.
  • They signed the proposal form for the scheme.
  • Or if we have received evidence delegating authority to act on behalf of the Trustees, such as a completed authorised signatory form.

If you’re not sure who the authorised signatories are for your scheme, speak to your dedicated case manager and they can let you know.

If you would like to add further signatories to this scheme, please download and complete this Authorised Signatory form, which will also need to be signed by one of the current authorised signatories.

How do you verify a death? Am I able to make a claim without the original death certificate? 

In most cases, we’ll be able to verify a death using an online death registry. We can only verify a death online if a full UK death certificate has been issued and two weeks have passed since the death was registered.

We can accept an interim coroner’s certificate, but you will still need to provide us with the original death certificate once you have it, as a death will not show on our online registry until a full UK death certificate has been issued. We will send all original documentation back to you by recorded delivery.

What do I do if an employee dies in a foreign country?

We will need to see the original foreign death certificate, with any translations. Your case manager will let you know if there are any additional requirements, and will work with you to finalise the claim efficiently.

How do you assess a Group Life Insurance claim?

We handle each case sensitively and aim to pay as quickly as possible. Each claim has its own case manager, who will be your main point of contact throughout.

Your case manager will assess the claim, which involves checking the online registry and policy schedule for the scheme information. If we need further information, we’ll be in touch with you to let you know what we need and we’ll work with you to reach a final decision as quickly as possible. For example, we may need you to provide evidence of a member’s earnings, where individual data has not been received.

What happens when you have made a decision on a claim?

We’ll email our decision to the scheme contact for the claim. If we are planning to make a payment, we’ll notify the scheme contact, confirming the amount and the timeframe for receiving the funds.

How do you pay claims?

Once we’ve admitted a Group Life claim, we’ll pay the benefit to the trustee(s) of the scheme via BACS.

Once we’ve admitted a Group Income Protection claim, we’ll pay the benefit to the Employer for them to pay their Employee.

Once we’ve admitted a Group Critical Illness claim, we’ll pay the benefit to the member on behalf of the policyholder. This also applies for claims made in respect of a spouse/partner or child.

All payments will be in UK currency, even in respect of members based abroad and foreign nationals.

Please also be aware that we are only able to pay into a UK bank account.

Why do we need a Trustee bank account for Group Life claims?

When paying the claim, we want to make sure the funds are secure, which is why we require a dedicated trustee bank account. Please also be aware that we are only able to pay into a UK bank account.

If no UK or trustee account details are available, please contact your dedicated case manager or our claims team on  0800 181 4004. In some instances, we may be able to pay the beneficiary directly rather than wait for a trustee or UK bank account to be opened.

How long will it take to assess a claim?

Our standard turnaround time on all aspects of claims processing is 48 hours.

What happens to a claim if the policy ends?

If all premiums have been paid up to date when the policy ends, we’ll consider any valid claims that happened before the date the policy ended.

Are your rehabilitation support personnel medically qualified?

Our team employs experienced, medically qualified registered nurses and physiotherapists, with extended scope training and specialities.

Do you fund treatment?

We do not fund treatment. However, those that are struggling to access the right support or treatment can speak to our Rehabilitation team who can help to advise you on additional support you may wish to explore.

Do you share confidential employee information with their employer?

We only share confidential information with an employee’s full awareness and written consent, where it’s necessary to support an employee and their employer with the employee’s rehabilitation.

How long can your Rehabilitation Team provide support to an employee?

This will vary depending on the situation and other support available. Where there is already help in place from other rehabilitation resources, we would expect them to continue to provide support, as multiple parties involved can sometimes be unhelpful.

Do you provide Occupational Health support?

No.

Do your Rehabilitation Team need to visit me?

We don’t normally visit employees; we find that telephone or video calling works best for most people.

Can the policy anniversary be changed?

Yes. Once we have received instructions to confirm this change we will update the policy schedule and adjust the latest set of accounts to reflect a different policy period.

Please be aware that our terms are guaranteed for two years or until the second policy anniversary, therefore changing the policy anniversary will normally result in these terms being reviewed early.

If the change results in an extension to the guarantee period, e.g. change from 01/08 to 01/10, then please contact our Scheme Underwriting team on 0800 141 2002.

Can I add participating employers?

You can request to add a participating employer to the policy. This may impact the rate or terms that we are able to offer. To confirm this, please call our Scheme Underwriting Team on  0800 141 2002.

You’ll need to provide details of the new participating employer and the new members, including the eligibility and benefit structure. For group life policies, you’ll need to confirm that the trust has been updated to include the new participating employer.

My client wants to cancel their policy – how do they do this?

Please contact us. You’ll need membership data relating to the last day of cover. If membership data wasn’t provided at the end of the last rate guarantee period before the policy was cancelled, we’ll also need you to provide the membership data that was applicable on that date.

How do I inform Zurich about a change of a client’s work address?

If you need to let us know if your client has changed location or their registered office address or you want to let us know about a new location of employees based overseas, you can call us on  0800 141 2002.

If your client is moving into or out of any of the postcodes listed below, we may need to review their terms. The affected postcodes are:E14, EC1, EC2, EC3, EC4, SE1, NE1.

These postcode areas are ‘hotspot’ locations in London where we have the greatest concentration of risk. We may also need to review terms if the scheme has £100 million or more sums assured in any single location.

If either of these situations are relevant to your client’s scheme, please call our Scheme Underwriting team on0800 141 2002.

How does Zurich calculate the adjustment premium on an account?

The adjustment premium takes into account joiners/leavers and pay changes throughout the previous policy period. Based on a simplified admin process we assume these changes happened halfway through the policy period. The calculation is the difference between the sum assured at the last renewal date and the sum assured at the day before the current renewal date.

The calculation looks like this:

£16,785,444 (adjustment SA) - £15,131,104 (last renewal SA) = £1,654,340

£1,654,340 * 1.129 (rate) = £1,867,749.86

£1,867,749.86 / 1000 (or 100 for GIP) = £1,867.75

£1,867.75 / 2 = £933.87

There may be a penny difference due to rounding within our system.

Why does Zurich need a completed and signed proposal form? 

The proposal form is one of the key documents that establishes the contract between the customer and Zurich. Establishing a contract requires that the proposal form is completed and signed by the duly authorised officials of the proposed policyholder.

We recognise that for ease of day-to-day administration, once the policy has been issued your clients may wish to delegate authority in respect of the operation of the policy to individuals in your organisation. To do this, employers can complete our Authorised Signatories form.

A quote I received from Zurich has expired – what should I do?

You will need to call the contact provided with the quote, or call our Scheme Underwriting team on  0800 141 2002. Please see the Zurich Access Portal FAQs for portal related quotes.

Who should sign a proposal form?

At least one authorised signatory must sign the proposal form, however it is the Policyholder’s responsibility to ensure the form is signed by an appropriately authorised signatory, or signatories, with the authority to act for and on behalf of the Policyholder and in accordance with its constitutional documents which may require additional signatories.

We would normally expect the authorised officials to be two Directors listed on Companies House or a Director and Company Director and the Company Secretary or for an LLP, Designated Members.

Where the policyholder is the trustee(s), the appropriate authorised people are likely to be:

  • The two duly authorised official(s) of any corporate trustee.
  • Each of the individual trustees (if there are any individual trustees).
  • The authorised signatory of the body of trustees.

Where the policyholder is the employer or a corporate trustee, the authorised officials are normally: directors listed at Companies House; the company secretary; or, for a Limited Liability Partnership, designated members.

What format should the signatures be added to a proposal form?

We can accept a variety of signature formats, wet signatures, scanned copies of wet signatures or eSignatures when provided with supporting evidence.