Zurich Enhances Small Biz Site

Schaumburg, Ill.-based insurer Zurich North America Small Business said it has enhanced its customer service and account management by giving its agents and brokers online access to important customer account management documents.

Producers, by logging onto eZSB, the Zurich Small Business Web site, can access, view and print their clients loss run reports and policy documents and forms at their desktop.

"Making it easy for agents and brokers to do business with us is a key driver behind our technological innovations," said Steve Slizewski, vice president of e-business at Zurich North America Small Business, in a statement. "Online access to these important documents enhances the value agents provide their customers.

"The ability to immediately produce a current loss run, or provide a copy of a policy declaration page, adds to the concept of agency self-service and ease of doing business," he continued. "In addition, it reduces the amount of paper an agent receives, time spent on administrative tasks and agency file storage needs. Were confident that our agents will recognize the value of these enhanced capabilities."

Agents can access their customers policy documents on eZSB through the Zurich Web sites Document Warehouse. The warehouse is an online repository for storing and retrieving policy documents and forms that include:

Insured copies of policy declaration pages for new business, endorsements and renewals.
Policy forms by policy.
Underwriting-initiated cancellation.
Non-renewal and restatement notices.
Billing-initiated direct notices of cancellation and reinstatement notices.

Zurich said documents are updated daily and available the following day. Agents can easily print and e-mail the documents, which are in PDF format and can be downloaded.

Agents looking for claim details on their customers policies have online access to view and print loss run reports. The online claim detail report has been redesigned to make it easier to understand a customers claim activity, providing a history of losses incurred over the life of a policy, reported by policy year, the company said.

Details for each claim include policy year, claim number, loss type, loss date, loss description, status of claim and loss information, such as paid losses, expenses and the net incurred loss.

Answering concerns about security, Zurich said only the agent of record has access to the clients information.

Additional information about Zurich is available through www.zurichna.com.


Reproduced from National Underwriter Edition, February 10, 2003. Copyright 2003 by The National Underwriter Company in the serial publication. All rights reserved.Copyright in this article as an independent work may be held by the author.


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