It is not uncommon for customers to change their home address during the application process which sometimes results in sending important documents to the incorrect address. You are able to go back and change your client’s details, updating their address in the application to the new address for example, without the need to start a new application.

Taking advantage of this new feature will help us ensure we have your clients’ current address. This enables us to send documentation correctly to your clients and contact them with important information about their policy. It also helps all of us to meet our Data Protection obligations which include holding accurate customer records and keeping their data secure. If we don’t have your clients’ current address on our Platform, when this address is used to send documentation, this mistake could lead to your clients’ data being accessed by someone who has no entitlement to do this.

If you would like to find out more about the Life Protection Platform, visit the Zurich Intermediary website.