Zurich joins CIExpert’s Insight Zone

The digital dashboard provides advisers with key information on all aspects of critical illness and life propositions.

Related topics:  Protection,  critical illness
Rozi Jones
30th March 2023
zurich insurance protection
"We have worked with Zurich to compliment the Insight Zone by incorporating access to their own sales support tools within the same single, centralised protection hub."

Zurich has become the latest insurer to join CIExpert's Insight Zone.

The policy information hub streamlines an adviser’s protection sales and research processes by expanding its existing comparison service to offer a broader perspective on Zurich’s policy propositions.

The Insight Zone also extends beyond critical illness cover to include interactive tools and information on life policies, ranging from claims stats to added value benefits and product flexibility.

The Insight Zone offers advisers a ‘birds-eye' view of the insurer’s policy options, these can be further explored into more detailed elements including condition coverage and payment levels together with sections covering life policy details, claims data, limits, product flexibility, GIOs, smoker treatment, etc. It also includes an updated section on added value services together with other key areas, should advisers need to focus on a particular aspect.

One Insight Zone feature is the Condition Tracer Tool, which visually portrays a policy’s design, allowing advisers to search and explore the conditions, with comprehensive detail about what they are, how they are related and how they are structured and grouped.

Recent statistics show that advisers on average are spending 25% of their CIExpert sessions within the area.

Paul Roberts, proposition and distribution director at CIExpert, said: “We’re delighted to have another major insurer – Zurich – on board our Insight Zone. The interactive tools and insights available will serve both those advisers that are new to protection and those that are experienced, helping to break down the complexities that exist in this sector to make an adviser’s protection journey a more seamless and streamlined one. For example, our unique Condition Tracer Tool enables advisers to visually compare conditions’ coverage between plans to more easily explain the differences between policies for their clients.

“We have worked with Zurich to compliment the Insight Zone by incorporating access to their own sales support tools within the same single, centralised protection hub. Their support enables us to develop and maintain this service for CIExpert’s existing users at no additional cost. Furthermore, our data, and feedback from users, tells us that the Insight Zone is proving a valuable research tool in its own right, with advisers spending a quarter of their CIExpert sessions in this area.”

Louise Colley, director of retail protection at Zurich, added: “CIExpert’s Insight Zone offers quick and easy access to tools, videos, and other interactive support materials that really brings to life the extensive options available across our policies and the flexibility we offer our customers. Our inclusion on the Insight Zone will help to improve advisers’ understanding of how Zurich’s flexible policies can help meet the needs of customers both now and in the future as their life and needs change.”

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