Zurich Quote and Apply | Panload

Zurich Quote and Apply is a mobile app provided by Zurich International Life Limited specifically for the Apple iPad for use by financial intermediaries and distribution partners in the Middle East. It provides online functionality for the completion of new business illustrations and applications for retirement, investment, savings and protection products.

Features:

Case management - Ability to manage all activities required to complete a sale of one or more products to a single customer.

Online quote - Creation of on-line quotes and PDF output for customers based on defined product rules with the ability to generate multiple quotes based on the needs of the customer that can be taken forward as applications.

Online apply - Completion of the application form pre-populated with details from the selected quote with business rules ensuring application is valid prior to submission.

Document capture - Photo capture and certification of anti-money laundering (AML) and KYC documents in support of the application.

e-Signature - Electronic signing of quote, application and captured documents for submission.

Electronic submission - Submission of the completed applications either via the distributors back office function (when additional vetting required) or directly to Zurich