Quote & Apply video tutorials

    • Tutorial videos for desktop
    • Tutorial videos for Apple and Android apps
    • How to login

      How to login in Quote & Apply

      A step by step tutorial video that guides you on how to successfully login to Zurich’s Quote & Apply platform.

    • How to create a new customer

      How to create a new customer in Quote & Apply

      A step by step tutorial video that guides you through the process of creating a new customer on Zurich’s Quote & Apply platform.

    • How to search for existing customers

      How to search for existing customers

      A step by step tutorial video that shows you how to search for existing customers on Zurich’s Quote & Apply platform.

    • How to create a customer quotation

      How to create a customer quotation

      A step by step tutorial video that shows you how to create a quotation for your customers using Zurich’s Quote & Apply platform.

    • How to convert a quote

      How to convert a quote to an application

      A step by step tutorial video that shows you how to generate an application from a completed quote using the convert feature on Zurich’s Quote & Apply platform.

    • How to complete a customer application

      How to complete a customer application

      A step by step tutorial video that shows you how to successfully complete a customer application for a new policy using Zurich’s Quote & Apply platform.

    • How to login

      How to login

      A step by step tutorial video that guides you on how to successfully login to Zurich’s Quote & Apply mobile platform.

    • How to create a customer quotation

      How to create a customer quotation

      A step by step tutorial video that guides you through the process of creating a quotation for your customers using Zurich’s Quote & Apply mobile platform

    • How to create a new customer

      How to create a new customer

      A step by step tutorial video that guides you through the process of creating a new customer using Zurich's Quote & Apply mobile platform

    • How to complete a customer application

      How to complete a customer application

      A step by step tutorial video that shows you how to successfully complete a customer application for a new policy using Zurich’s Quote & Apply mobile platform.

    • How to convert a quote to an application

      How to covert a quote to an application

      A step by step tutorial video that shows you how to generate an application from a completed quote using the convert feature on Zurich’s Quote & Apply mobile platform.

    • How to submit other documents for a new application

      How to submit other documents for a new application

      A step by step tutorial video that shows you how to submit the required documents to process a customer application for a new policy using Zurich’s Quote & Apply mobile platform.

    • How to sign and confirm a customer application

      How to sign and confirm a customer application

      A step by step tutorial video that shows you how to sign and confirm a customer application for a new policy using Zurich’s Quote & Apply mobile platform.
    • How to submit a customer application for processing

      How to submit a customer application for processing

      A step by step tutorial video that shows you how to successfully submit a customer application for processing a new policy using Zurich’s Quote & Apply mobile platform.