View more on these topics

Zurich launches protection pipeline case-tracker app

Zurich has launched a free mobile application that allows advisers to track the progress of protection applications.

The M-Office app provides key information on applications including progress so far and what steps need to be taken to complete the application.

Advisers are shown a summary screen to help them prioritise their pipeline cases, and can customise features based upon their own processes.

Cases can be filtered to show how many have been submitted, issued, declined or postponed.

Advisers with lots of pipeline cases can also search against specific client data to filter through to particular applications. Where the policy is just awaiting a start date, advisers can activate this via the app.

Advisers can see full case details and view a list of outstanding requirements and whether these are the adviser’s or Zurich’s responsibility to complete.

Finance & Technology Research Centre director Ian McKenna says: “This is a great app which delivers excellent functionality to advisers and paraplanners. It is a first class example of how insurers can use the app ecosystem to provide instant access to key information whenever advisers need it.”

Click here for Ian McKenna’s analysis of the M-Office app 

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com