New Zurich insurance app to boost efficiency, customer experience


By

April 18, 2017

New Zurich life insurance app to drive adviser efficiency and improved customer experience

Zurich Financial Services Australia Limited (Zurich) today announced the successor to its pioneering LifeXpress mobile app, with the launch of ZLife mobile, an app designed to provide advisers with easy, quick, secure access to clients’ life insurance information.

Equipped with push notification capability, the ZLife mobile app will place detailed, up to date client information at advisers’ fingertips, allowing them to deliver higher levels of service ‘on the go’ whilst at the same time giving them more visibility of approaching events within their client portfolio.

“The ZLife Mobile app includes market leading functionality, developed after extensive beta testing with a panel of advisers,” said Marc Fabris, Head of Digital,
Zurich Life and Investments.

In addition to push notifications which can be personalised to suit advisers’ individual needs, advisers can also tag VIP clients, and view upcoming renewals, pending lapses and cancellations, and changes in client details. Advice is also provided on applications going in force.

“The VIP tagging allows advisers to be more informed and more proactive in providing a higher level of service to their most valuable clients,” said Mr Fabris.

“Zurich ZLife Mobile is intuitive, user friendly and offers a useful trigger for advisers to open conversations with their clients; it’s just another way Zurich Australia offers award-winning service and support to help advisers work smarter and more productively,” he added.

Effectively harnessing the power of Zurich’s ZLife adviser portal, the ZLife app is available now via the Apple Store for iPhones and Google Play Store for Android phones.

SOURCE: Zurich Financial Services Australia


Cut & Paste conveys information received directly from the organisations concerned. Statements and releases published here have been selected for their relevance to the financial planning profession. They are generally unedited, and the views expressed do not necessarily reflect those of Professional Planner.


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