Today, for all states except New York, we are pleased to announce the launch of our e-application platform, designed to provide an innovative broker and client experience. This platform, powered by Porch Software, allows a broker to engage with a client online to seamlessly complete and electronically sign the application.
- Available for all Life Products
- Accommodates Trust & Entity Owned Policies
- Can handle cases with Multiple Owners
- Replacements and 1035 Exchanges are no problem
- All Supplemental Forms are included
For a broker to begin an e-application, they must be registered on life.zurichna.com. Once a broker is logged into life.zurichna.com, he or she will click Menu –> New Business/UW –> e-Application to get started.
Ready to roll Zurich’s eApp out to your advisors? Contact Andrew Clapp on the AIN Member Services Team to get started!
Head of Wholesaling
Find out more about these changes from Zurich…