IFAs registered with the Zurich IFA Group’s Mortgage Network will soon be able to access QuoteZ, Zurich Financial Services interactive point of sale illustration system, to develop protection sales opportunities.
The system link is expected to be timed with a significant cut in premium rates in Zurich Life’s range of mortgage and pension term assurance and critical illness products.
The move is designed to simplify the existing process and save valuable re-keying time. IFAs using MBL’s Mortgage Broker software will be able to transfer all the necessary client and quotation data electronically direct from MBL to QuoteZ.
They will then be able to complete a Zurich Life protection quotation, including printing an illustration, key features and pre-populated application form, before returning to Mortgage Broker with the protection premium to embed in a comprehensive, consolidated mortgage illustration.
IFAs will also be able to access “reason why” information automatically from the toolbar. The “reason why” pages for each product can then be copied and pasted directly into the “reason why” letters for clients.
The Mortgage Network was established in 1998 as an added value service for IFA’s already doing business with Zurich IFA Group. Its unique proposition soon included exclusive mortgage schemes, a single application form, direct access to lenders, marketing and advertising support, a targeted lead generation service and highly competitive procuration fees.
