Zurich International online (ZIO) has been designed and developed to help you access online client and policy information 24 hours a day, 7 days a week. It puts you in control of your business, saving you time, improving your productivity and helping you support your clients. It can only be used by authorised individuals who have registered with us to use the system, and to whom we have issued a secure ID and password.
Features of ZIO include
- Produce client valuations so you can send them quickly to your clients.
- Track submitted new business – check how you’re performing.
- View payment, withdrawal and investment history.
- Search for and view individual client and contract details.
- Download portfolio data direct into your own local systems.
- View latest news, special offers, investment and servicing information.
- Download literature and administration forms.
- View commission statements.
Benefits to you
- Provides information where and when it is most needed.
- Available 24 hours a day, 7 days a week.
- Targeted tracking and reporting of new business.
- View commission statements as funds are released.
- Synchronised tracking of new business and commission.
- Enables local production of client documentation quickly and efficiently.
- Improves local customer service and satisfaction.
- Improves business productivity.
- Saves you time.
- Look up information quickly and easily.
- Offers you and your clients peace of mind.