A note from Kieran Forde

A seamless experience with the claims concierge

We recently launched the Claims Concierge for Zurich and OnePath income protection customers. This team of experienced Claims Consultants offer a more streamlined service, with a new approach to the way we collect information at claim time.

The Claims Concierge manages customer expectations from the outset and where a customer is identified as needing extra support with the claim lodgement, they can benefit from Zurich’s partnership with CaseWorks. Through this service, the customer is connected with a healthcare professional who will attend a joint appointment with the customer and their health specialist or general practitioner.

Additionally, vulnerable customers can access rehabilitation and support services like the Cancer Support Program and Financial and Grief Counselling. These services are offered as part of the initial phone call, without waiting on the paperwork. 

While the Claims Concierge is still in its infancy, we are already seeing some great customer outcomes. Later in the year, we plan to roll this service out to Trauma claimants. If you would like to know more about the Claims Concierge, please speak to your Business Development Manager.

The Adviser Portal keeps getting better

True to our word, we continue to enhance The Adviser Portal to bring simplicity and efficiency to you and your practice staff. In our most recent technology release, we added even more quoting scenarios to the portal and launched the first iteration of Portfolio Insights.

Through Portfolio Insights, you can delve into the detail of your Zurich and OnePath book of business by age, gender, occupation class, smoking status and more. Throughout the year we plan to bring you even further insights, giving you a comprehensive view of your portfolio.  Visit The Adviser Portal > Insights.

Our next drop of technology enhancements is coming in June, stay tuned for more. 

Commitment to continuous improvement

We are always looking for ways to continuously improve the products and services we offer to you and your clients. Over the next few months we will be busy working on a product update and further digital enhancements to the adviser and customer portals.

As always, thank you for your ongoing partnership. If you need support, please reach out to your Business Development Manager.