News and Insights

6 May 2022

Improving adviser experience by bringing our solutions under one smart and simple portal.

This week marks some significant milestones for our newly launched quoting, application and client management system, ‘The Adviser Portal’ that we expect to begin driving significant efficiency gains amongst life insurance advisers.

Our partners now have the choice of unique product and underwriting solutions and a combined view of submitted quotes, applications and inforce policies, all within one smart and intuitive system. Our design process incorporates adviser feedback gained through an extensive research process, to bring together two of the industries most used technology platforms.

Our service and operations teams have been working tirelessly over the past few weeks to resolve some minor and expected issues – these relating to;

  • Historical OnePath Life documents are now available to view within the portal
  • Welcome Packs and Policy Schedules submitted after 11 April will now appear in the dashboards
  • Minor issues around some Application data not appearing as designed has been resolved.

Your feedback has allowed us to understand the impacts more widely and prioritise the issues we fix and focus on. We appreciate your patience as we work through the remaining issues, and we are committed to resolving these as soon as possible – whilst we continue to make modifications to improve the advice experience from initial major transition.

Should you experience any issues here are some quick tips to help resolve;

Login

As part of the initial communications all Illustrator users should have been sent a registration email to The Adviser Portal – this email contained the username that needed to be used to link all your existing policy data to your ID. If you have not received this email or can not login to the portal, please reach out to you Business Development Manager in the first instance.

How to use The Adviser Portal?

Once you gain access to the Portal – we encourage you to use our Guided Help feature. This feature will guide you through the portal and help get you up to speed quickly and simply, by guiding you through key areas such as quotes, client management and setting your preferences whilst providing helpful tips along the way.

We are always adding new help guides to address frequently asked questions.

Who to contact if you encounter an issue?

We had expected some minor issues within the first few weeks as we iron out the some bugs. We are confident we are moving swiftly through these and hope the experience remains strong whilst we work in the background.

We are here to help you, please reach out to your Business Development Manager should you require support.

It has been a driving ambition for us to improve advice efficiencies in business management – particularly the customer onboarding process –knowing it is on the top of the agenda for many financial advice practices

At Zurich and OnePath we recognise the role we need to play and our combined Adviser Portal is a functional way that we can support this, and we believe many of the features incorporated within it will genuinely improve efficiency, choice and service when working with a major insurer. Something that we have always taken pride in delivering to the advice market.