Zurich Life

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Zurich Life


USFMG
The Way Life Should Be?
For Agent/Broker Use Only
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Agenda

• Sales Tools
• TeleLife
• Z-App
• Starlink

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Sales Tools
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Zurichlifeus.com
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(No Transcript)
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Software Download
Click Here
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Software Download
Click Here
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Software Download
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(No Transcript)
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TeleLife?
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(No Transcript)
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TeleLife?

• First and still the best!
• Launched in 1995 by Zurich Life to facilitate
  the sale of life insurance for
• Property Casualty agents
• Bank affinity group markets
• Goal was to give ZL the capability of selling
  life insurance through both Traditional and
  Non-Traditional distribution channels

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TeleLife?

• Today...
• We complete more than 100,000 applications per
  year life insurance from
• Agents and agencies desiring to lower there
  .processing costs
• Agents with non face-to-face phone life sales
• Agents with internet life sales
• Property Casualty agents

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TeleLife?

• First and still the best!
• Sales process as easy as 123
• Identify your customers needs and obtain a
  commitment
• Complete a one page pre-application and fax it
  to us
• A TeleLife? representative will call the
  applicant to get
• more information and to set up paramed visit.
  Paramed
• obtains signature on the application.

Company and state replacement forms and
procedures are required.
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TeleLife?
Simple pre-application !
Applicants signature not required
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TeleLife?

• The interview...
• Life applications are completed via telephone
  interview with the applicant
• Interviews conducted in English or Spanish
• Life application is completed during interview
• Paramedical Exam is scheduled
• Inspection Report MVRs are ordered
• Rate Class validation process optimizes placed
  policies

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TeleLife?

• Call activity...
• Hours of operation
• Monday through Friday. 7am to 11pm CST
• Saturday .. 9am to 2pm CST
• Fax Number. [phone]

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TeleLife?

• Call activity...
• Inbound calls
• 6,000 to 11,000 per month
• Outbound calls
• 18,000 to 35,000 per month
• TeleLife? applications processed
• 6,500 to 13,000 per month

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TeleLife?

• Other facts...
• During the process
• 3 calls per case without message/2 with message
• 62 of interviews are outbound calls/ 38
  inbound
• Follow-up postcards
• Interview lasts 12 to 15 minutes
• 85 of interviews are complete within 3 days
• TeleLife APS ratio 10.4
• 70 of policies issued premier or preferred
  

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• Zurich Lifes Term OnlineTele-application
  Process

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5 Input Screens

• For a basic Policy there are only 5 screens
• Start a new Z-app
• Primary Insured
• Primary Insured (cont.)
• Policy Payment Information
• Beneficiaries

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Zurich Life New Business making
life easier
Same Great TeleLife Service!
Case Manager
Same Electronic Links!
TeleLife
Consistent Underwriting Decisions!
10 Approved Without Underwriter!
Faster Issue Times!
Application Readiness
Underwriting
Issuance Team
Same Fax Number for GAs!
888.615.9619
Powered with new Z-Track File Track
Technologies!
Distributor Services Center (DSC) 800.442.5433
Option 2
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(No Transcript)
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24 / 7 Support
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StarLink?
Request Access to Starlink
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StarLink?
Complete Basic Agent Information
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StarLink?
List Your Licensing Code Number
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StarLink?
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StarLink?
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StarLink?
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StarLink?
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StarLink?
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StarLink?
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StarLink?
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Commissions Online

• Access from Starlink or Zurichlifeus.com
• Hierarchy built in
• Download of statement data to Excel
• Agents can view their personal production
• 3 months of statements stored

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Commissions Online
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Commissions Online
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Commissions Online
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Commissions Online
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Support Services

• Toll Free number 1-800-442-5433
• option 1 - Inforce Automated Attendent
• option 2 - Distributor Service Center (DSC)
  (Pending Application Status)
• option 3 - Life Contact Center (Inforce)
• option 4 - Sales Support (Marketing,
  Illustrations)

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Whats Next??
SALES!