Zurich’s value-added services
Zurich Online Claims (ZOC)
Why Zurich Online Claims
- Avoid being put on hold to report a claim
- Focus your time on our mutual customer, not our claim staff
- Full transparency on the Claims process
Where we are today
- 600+ Dealers enrolled
- 1,300+ Service advisors reporting claims
- 12,000+ Claims handled
- Customer Council Dealers are reporting 40% of their claims online
- Payment request option
- Auto filling contractual labor rates and billing - in development
Why Zurich Online Claims
- Avoid being put on hold to report a claim
- Focus your time on our mutual customer, not our claim staff
- Full transparency on the Claims process
Where we are today
- 600+ Dealers enrolled
- 1,300+ Service advisors reporting claims
- 12,000+ Claims handled
- Customer Council Dealers are reporting 40% of their claims online
- Payment request option
- Auto filling contractual labor rates and billing - in development
New Account Sign-up (NAS) Improvement – F&I
Doing business with Zurich made easier
A better and easier way to sign-up new F&I accounts as well as enroll existing customers with current product offerings. The previous method of signing up a customer involved numerous forms, cumbersome paperwork efforts, and a struggle to ensure all necessary forms were accounted for.
Improvements
- Redesigned all F&I NAS documents to create a consistent look and fillable capabilities
- Combined Master Agreements with product schedules
- Enabled a completely paperless process for account sign-up utilizing DocuSign
- Set up NAS forms/process for future enhancements
Benefits
- Interactive and dynamic forms are fillable and easily allows for unlimited rooftop entries
- Supporting our sustainability initiatives by eliminating the need to physically print and sign account paperwork and allowing digital signatures
- When DocuSign is used, notifications are immediately sent when the form(s) are signed, or if there is any other action needed
- The completely paperless process enables a faster turn-around time to sign new business
- Existing customers will benefit from this enhancement when any changes are needed (e.g., new rooftops and/or adding additional products).
Dealer Portal Enhancements
Coming in 2023!
Key Features
You expect a seamless portal experience to assist with managing your business This project will transform the digital portal experience for you with several great enhancements
Self-Service Functionality
F&I Contract and Remit Management
Performance Dashboard
- Print and access certificates and ID cards
- “One-click” access to F&I information and P&C policy (if applicable)
- Immediate visibility into contract cancellations done through our customer service team
- Streamlined remit management and reporting, including over remit statements
- Immediate insight into reinsurance trust account balance, performance, and withdrawal limit
- Link to information on F&I claims under 90 days
Self-Service Functionality
- Print and access certificates and ID cards
- “One-click” access to F&I information and P&C policy (if applicable)
F&I Contract and Remit Management
- Immediate visibility into contract cancellations done through our customer service team
- Streamlined remit management and reporting, including over remit statements
Performance Dashboard
- Immediate insight into reinsurance trust account balance, performance, and withdrawal limit
- Link to information on F&I claims under 90 days
F&I Online Educational Resources
Refresh planned for Q4 2022
- Redesigned with a fresh, modern look
- Interactive and engaging content with a mix of imagery and graphics
- Is responsive to display on desktop, mobile and tablet
NEW: F&I Legal Issues Compliance Training
A collaboration with Hudson Cook, LLP
Snapshot:
- Simplified content
- Everyday language
- Easier to understand
- More robust
- Up-to-date
Covered Topics:
- Advertising & Marketing
- Applying for Credit
- Negotiating the Deal
- Contract & Document Preparation
- Closing the Deal
- Assigning the Contract to Finance Source
- Additional Important
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5 DEALER PRINCIPAL