Zurich launches protection microsite for advisers

Nia Williams

March 17, 2010

The new site is a one-stop-shop that aims to provide everything an adviser will need to offer a comprehensive and professional service to clients whilst helping the industry try to bridge the protection gap.

Microsite highlights include a suite of templates to help advisers kick start an effective protection campaign along with a range of meeting tools comprising a new interactive sales kit, video customer case studies and top tips on talking customers through the importance of protection. The site also features advice on handling difficult questions and calculators for ‘running a family’, ‘life costs’ and ‘treats’ to help show customers where cover is needed and how savings can be made to pay for it.

A separate range of tools is also available for advisers wanting to grow their businesses into the business protection arena; including tips on how to ensure successful client meetings, video customer case studies and downloadable promotional material.

Commenting on the launch of the microsite, Peter Hamilton, protection management director said: “The start of a new financial year provides advisers with the perfect opportunity to meet with their clients and help them re-evaluate their financial and protection needs. Further economic recovery is expected but as we know, this is likely to be a gradual process. With this in mind, it’s more important than ever that advisers help their clients get their house in order to ensure they have adequate protection in place for themselves and their families, should the worst happen.”


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