Zurich launches life insurance app

Financial advisers will have simplified, direct access to clients' life insurance information via a new app from Zurich.

ZLife Mobile, equipped with push notification capability, provides advisers with up-to-date client information on the go and is designed to give them greater visibility over client portfolios.

The app can also be personalised to suit an adviser's individual needs, allowing advisers to tag VIP clients, and oversee upcoming renewals, imminent lapses and cancellations, and changes to client details.

Zurich head of digital Marc Fabris, said the app includes market leading functionality and was developed following extensive beta testing with advisers.

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

"Zurich ZLife Mobile is intuitive, user friendly and offers a useful trigger for advisers to open conversations with their clients."

The ZLife app is available on both iPhone and Android via the respective app stores.

Read more: VIPAndroiddigital Marc FabrisiPhoneZurich ZLife Mobile
Editor's Choice
ALEX BURKE
AMP Capital has appointed a new head of its institutional and corporate business.
ALEX BURKE
AustralianSuper appointed a new chair for its investment committee.
ALEX DUNNIN
A Rainmaker study of extra benefits and features being offered by super funds in Australia reveals that technology and communication-oriented features are the most active area of product development.
ALEX BURKE
An $81 billion international investment manager took the majority stake in a large Australian provider of specialist medical software.
Videos
Brought to you by
8 MAR 2017
Having the patience to wait for attractive investment opportunities forms a crucial component to the disciplined, value-based investment approach at Auscap Asset Management. The Auscap Long Short Australian ...
Get it Daily
Keep up to date, don't be the last to know! Get the Financial Standard Daily Newsletter.
SUBSCRIBE
Products
Pocket investment guides featuring adviser case studies and a glossary.
Investing trends and strategies from the industry’s thought leaders.
Putting the spotlight on investment products that matter.
Expert Feed
Andy Marshall
FS ADVICE
Rethinking client engagement
Financial advisers who take the time to understand their clients' personality, emotional intelligence and learning styles stand a better ...
Stephen Fay
FS SUPER
Landscape changes with potential for super implosion
Changes to default superannuation outlined by the recent Productivity Commission report have potential to fundamentally alter the landscape ...
Christopher Page
FS PRIVATE WEALTH
Redefining the family office
While the family office model has traditionally been the preserve of the ultra-rich, this may be changing very soon. Last week, Findex ...
Michelle Baltazar
FS MANAGED ACCOUNTS
Hitting the mark
Ten years from now, every financial adviser in the country will be offering their client a managed account solution. It may happen ...
Featured Profile
Professional Subscription for $295
(inc GST) for 1 year.
SUBSCRIBE
OTHER PUBLICATIONS
FS Advice
The Australian Journal of Financial Planning.
Get the free iPad app
Download the Financial Standard iPad app for FREE.
DOWNLOAD
Link to something LKCnbwPW