If your life insurance policy starts with 'PR'
If your policy number begins with PR, then the quickest and easiest way to manage your policy is via our 24/7 online customer portal.
Sign in or register for our customer portal
On the portal you can:
- See key information about your cover
- View and download your policy documents, so they’re always to hand
- Change your address & contact details
- Update your bank details
We understand that not everybody feels confident using online technology. We’ve put together a guide that explains how to access the portal for the first time, and how to work your way around the portal once you’ve registered and logged in. If you’d still rather not use the portal, you can get in touch with us to manage your account.
Making changes to your policy
There are multiple ways you can make changes to you policy such as using the portal, calling, emailing or by filling out an online form.
Visit the relevant page below to see your options.
Frequently asked questions
The quickest and easiest way to change your bank details is online through your secure customer portal following our simple two-step process.
This allows you to add your new account details and amend your preferred premium collection date in just a few clicks.
And because we know flexibility is key, there’s also the option to specify which policy is paid from which account, ensuring you’re always in control.
Step 1:
- Once you’ve logged into your account simply navigate to your ‘Dashboard’ on the left hand-side of your screen.
- From here you’ll see an option for ‘Bank Details’. Click here to get started and select the ‘add new bank account’ option shown on screen.
- Add your new account details on screen and click ‘verify details’ – this will confirm the account provider, giving you the option to ‘add bank account’ once you’ve checked these details are correct.
- Your new account details will now be shown on screen, along with any existing or previous account details for completeness.
Step 2:
Now your new bank details are saved, you can decide which policy you want to pay from which account. This ensures you’ve got the extra flexibility to pay for different policies through different accounts, should you wish to.
It’s important to complete this last step to ensure you apply your new account details to each of your respective policies. If you don’t, your premiums will continue to be debited from the original account.
Here’s how:
- From your dashboard, select the policy you want to apply your new account details to. If you have more than one policy you’ll need to do each in turn.
- Select the ‘change payment details’ option shown at the bottom of the screen (in the middle) after your policy information and end date.
- Using the drop-down options simply select the bank account details you wish to make payment from and the preferred premium collection date. This is the date we’ll take your premiums from your account each month.
- Once you’ve updated all of your information, remember to click on the ‘Update details’ button – this ensures your new information is saved.
If you’re not already registered it’s quick and easy to active your account in just a few clicks, providing you with easy access to all your policy information, all in one place.
Prefer to speak to us?
No problem. If you’d prefer to speak to us you can call our friendly UK-based team of customer experts on the contact number shown below and we’ll be happy to help:
Call us
Monday to Friday 9.00am to 5.30pm (except bank holidays)
If you’ve cancelled your direct debit in error, or it’s been cancelled by your bank following a rejection, don’t worry. It’s quick and easy to set it back up in just a few clicks using our secure online customer portal.
Here’s how:
Step 1:
- Once you’ve logged into your account simply navigate to your ‘Dashboard’ on the left hand-side of your screen.
- From here you’ll see an option for ‘Bank Details’. Click here to get started and select the ‘add new bank account’ option shown on screen.
- Even if your bank account details are the same, you’ll need to add these again as if you were adding a new account. This enables us to lodge your new direct debit instruction with your bank again if it’s previously been cancelled.
- Add your new account details on screen and click ‘verify details’ – this will confirm the account provider, giving you the option to ‘add bank account’ once you’ve checked these details are correct.
- Your new account details will now be shown on screen, along with any existing or previous account details for completeness.
Step 2:
Now your bank details are saved you’ll need to apply them to each of your respective policies in turn.
It’s really important to complete this last step because, even if they’re the same bank details you provided originally, your new direct debit instruction won’t be updated unless you complete this final step.
Here’s how:
- From your dashboard, select the policy you want to apply your new account details to. If you have more than one policy you’ll need to do each in turn.
- Select the ‘change payment details’ option shown at the bottom of the screen (in the middle) after your policy information and end date.
- Using the drop-down options simply select the bank account details you wish to make payment from and the preferred premium collection date. This is the date we’ll take your premiums from your account each month.
- Once you’ve updated all of your information, remember to click on the ‘Update details’ button – this ensures your new information is saved.
If you’re not already registered it’s quick and easy to set up your account in just a few clicks, providing you with easy access to all your policy information, all in one place
Prefer to speak to us?
No problem. If you’d prefer to speak to us you can call our friendly UK-based team of customer experts on the contact number shown below and we’ll be happy to help get you back up and running again in no time.
Call us
Monday to Friday 9.00am to 5.30pm (except bank holidays)
You may be able to make changes to your policy to reflect your changing circumstances, for example, increasing or reducing your cover or adjusting how long your policy runs for. Some policies also allow you to make changes like increasing cover at certain key life stages and without the need to provide us with extra information about your personal circumstances.
In order to understand the flexibility your policy offers, check out your key features and your policy terms and conditions. You’ll find a copy of these saved securely for you in your Customer Portal in the ‘Documents’ section.
Email us
Call us
Monday to Friday 9.00am to 5.30pm (except bank holidays)
We may record or monitor calls for training and quality purposes.
Write to us
Zurich Assurance
Protection Operations
PO Box 4157
Swindon
SN4 4QB
When you took your policy out originally you gave us your marketing preferences.
These preferences aren’t permanent which means you can change or withdraw them at any time.
If you want to change your marketing preferences, simply email us at marketingpreferences@uk.zurich.com with the subject title ‘Marketing consent’ quoting your name and policy number and confirm the change you’d like to make.
These changes apply only to your marketing preferences. They won’t affect the way we communicate with you about the on-going servicing of your policy.
Once we’ve got your request, we’ll update our records to reflect what you’ve told us. It can take up to 4 weeks for any changes to take effect.
During this time, you may continue to get some marketing information so please bear with us whilst your change request takes effect.