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Quote & Apply video tutorials

  • Tutorial videos for desktop

    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 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.

  • 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 mobile 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 using 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 convert a quote to an application

    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 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 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.