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My Zurich Broker Concierge

Zurich’s digital platform for brokers 

Simplify the management of your Zurich business

Developed based on distributor feedback, Zurich North America’s My Zurich Broker Concierge is an intuitive self-service platform that will simplify the management of your Zurich business and help you be more productive and efficient by providing faster access to the information you said you need most.

Reach out to your Territory Leader or Underwriter to find out how you and your office can access My Zurich Broker Concierge.

To locate your Territory Leader, click on your region.

 

East Region
New York Metro Region
Midwest Region
South Central Region
Southeast Region
West Region

Learn more

Quickly see the benefits of using Zurich’s broker portal and why your office should sign up today.

My Zurich Broker Concierge Fact Sheet
My Zurich Broker Concierge Feature Guide

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24/7  access to your clients' data 

  • Customized experience provides ease of access and self-service usability.
  • One-stop login to a secure and safe digital environment.
  • Current data is available 24/7, 365 days a year.
  • Get instant access for you and your local offices to relevant information.
  • View active and expired policy and endorsement documents.
  • Request and receive loss runs on demand.

Customize your experience

  • Set personalized communication/notification preferences.
  • Your office controls who has access to what information.

Stay up to date on your Zurich account

  • Near real-time notifications about critical information including:
    • Updates on submission statuses.
    • Updates on information needed for open subjectivities.
  • Communicate directly with your Underwriter and provide information to close subjectivities.
  • Zurich team contacts at your fingertips.
  • Access to Zurich Middle Market’s P&C Industry Guide.

My Zurich Broker Concierge — making you more efficient

Watch the video to find out how our distributor portal can benefit you.


My Zurich Broker Concierge FAQs

My Zurich Broker Concierge is a self-service digital platform that provides on-demand access to information on policies, submissions, loss runs and more to help you manage your clients with Zurich.

Brokers who use My Zurich Broker Concierge will benefit from:

  • 24/7 real-time updates
  • The ability to obtain instant access to loss runs
  • Access to Zurich contact information at the account and individual policy/submission levels along with one-click email accessibility
  • On-demand access to policy documents with ability to search by policy number and insured name
  • Submission status updates available on demand
  • Transparency into open subjectivities on active submissions and policies with the ability for brokers to provide information needed to close out a subjectivity directly from the platform
  • A Middle Market P&C Industry Guide that allows search by SIC code or industry keyword
  • Notifications that can be customized at the account level

The platform includes data across both our U.S. Middle Market and U.S. National Accounts business units.

Information is updated in real time. This means that you have virtually instant access to the latest information on your clients.

The first step is to work with your Zurich representative to schedule an introductory meeting and identify the key individual(s) at your firm who should attend the introductory meeting.

Access to your My Zurich Broker Concierge account will be managed by the employee(s) at your company that you define as administrator(s). This administrator role has the ability to add and remove users as well as customize widget-level access levels.

Please reach out to your Territory Leaders and/or Regional Executives with requests to get a new My Zurich Broker Concierge account created for your office.

Use of the platform will not be mandatory, and you will still be able to receive information/data in the same manner you do today. My Zurich Broker Concierge helps simplify doing business with Zurich by providing you a channel to access real-time updates 24 hours a day, seven days a week.

Please reach out to your Territory Leaders and/or Regional Executives with questions regarding My Zurich Broker Concierge.

If you have technical issues with your account (not related to adding or removing access for individuals to an existing account), please contact Zurich’s Application Support Center at 877-263-0583 or usz.application.support.center@zurichna.com.

Zurich is committed to continuing to improve the customer experience and providing you an excellent digital experience. We will continue making enhancements to the platform, prioritizing those items that we hear are most important to you.

Please reach out to your Territory Leaders and/or Regional Executives to share enhancement requests.