There may be times where you want to replace an existing Zurich policy with a new one.
To help make this as smooth as possible for you and your clients, take a look at our top tips below.
Indicating a replacement in the “Other cover” section
To replace a current policy with a new one, you’ll need to go through the application journey just as you would when applying for a new policy.
When you get to the “Other cover” section of the Underwriting questions we’ll ask you about any previous applications to Zurich within the last 2 years and whether the new application is intended to replace any existing cover you have with Zurich.
If this is the case, you should answer ‘yes’ to both questions.
This will help us find the existing policy and transfer over any information we already have about your client, saving you time and effort.