The risk appetite app helps brokers and agents with risk selection and placement and saves brokers time and effort when matching clients risks with available capacity. The app acts as part of the Broker Toolkit and helps the brokers to better manage their clients insurance portfolio by analysing available capacity depending on the quality or extent of the risks.
Risk Appetite app provides an analysis tool to facilitate insurance risk selection and helps brokers to identify the potential level of insurance cover a customer can receive from Zurich; and it provides the information for Domestic and International Program business. The brokers get a global and local level overview of all insurance propositions that can help the customer to mitigate all kind of risks from liability to cyber risks. The Risk Appetite app allows the user to create a sharable and printable document with all the information about the insurance that fits the customer risks appetite to help the brokers on their Advisory function on which products Zurich can underwrite. Other functionalities include the level of risk acceptance by specific industry or the option to directly email or make contact with an product specialist to further review and complete the risk assessment; are also available in the app.
We have redefined the app to be focus in the brokers needs to help them give the best recommendation about the insurance products fits better each customer.
-New approach for the Risk Appetite Level/Graph (TBC)
-Option to send recommendations according with the risk appetite level by email, whatsapp or any other option preferred by the user.
-Easy access to guidance per type of insurance product to complete the risk appetite level.
-Bug fixing to simplify the navigation.
- 100.9 MB
- Release Date:
- Zurich Insurance Company Ltd
Safe to Download