Welcome note from Kieran Forde

Following a number of years of declining life insurance new business, 2023 was a turning point. The market experienced growth of approximately 8% in 2023 and 2024 has started positively. There is an air of optimism returning to the market. The talk from regulators is all about improving access to financial advice, and advice practices are positioned well for growth and are in good shape financially. 

At Zurich we have been busy delivering improvements across our business and have a number of exciting developments in the pipeline to improve our services to you. In the second half of 2023 we reorganised ourselves and put all functions that impact our adviser relationships together, our BDM's, underwriters, case managers, product and pricing teams and service teams have been brought together under one team. It's a privilege to be leading our adviser business and we are working hard to provide better local relationship based services to you.

Our adviser team mission is to be Australia's leading insurer that advisers trust, recommend and find the easiest to do business with. We are working hard to achieve our mission and hope that this resonates with you. Thanks again for your support in 2023 and we look forward to strengthening our partnership with you in 2024.

TPD Roundtables

Recently we sent out important information regarding the challenges and future opportunities we are experiencing with TPD insurance and some of the initiatives we have in place to address it. Please visit zurich.com.au/tpdupdate where you will be able to access all key information and support tools.

The Adviser Portal

We're continuing to invest in our technology to improve the way you do business with us. With our most recent enhancement to both the adviser and customer portals, OnePath claims information is now available to view online. Giving you the ability to instantly view any current claim on any of your clients’ policies. To find out the latest enhancements to The Adviser Portal, including new quoting scenarios, you can visit zurich.com.au/adviserportal or onepath.com.au/adviserportal.

Zone Education

We're committed to keeping you informed about industry trends and developments through our online education and training resources on Zone Education. Our team of experts will be working hard to provide you with a comprehensive education program for 2024. For the most up-to-date CPD sessions, visit zoneeducation.com.au.

Delivering Better Financial Outcomes

The Federal Government's Delivering Better Financial Outcomes package is bringing legislative reform in 2024. We fully support the intent and direction of this proposed legislation. Our aim is to make insurance advice more affordable and accessible, and we'll continue to advocate for advisers and customers.

Melbourne Football Club

I’m excited to let you know that we have extended our partnership with Melbourne Football Club for a further three years. This partnership is helping bring much needed awareness for the products and services we offer the community all across Australia, and we are really proud to be the team behind the team! You can watch our partnership announcement video here.

I'm optimistic about the opportunities ahead and I'm looking forward to partnering with you again. 

Cheers!
Kieran