Your reinsurance, reinvented
New trust bank means greater access to your reinsurance assets.
Zurich is always looking for ways to enhance your customer experience. Realizing the management of your reinsurance trust assets is important, we recently selected Bank of Oklahoma Financial, NA (BOK) as our new reinsurance trust bank. BOK has the knowledge and experience necessary to protect and grow auto dealers’ reinsurance trust assets, and we are confident our customers will benefit from this level of expertise.
Why we chose Bank of Oklahoma Financial
- Over two decades committed to the reinsurance industry with 4,000 accounts1
- More than $3 billion in assets for reinsurance companies2
- More than 75 years of investment management experience3
- 32 consecutive years of profitability
- More than 900 dedicated wealth management employees4
- Dedicated reinsurance service team located in Overland Park, Kansas
Enhanced and empowered access
As we reviewed the advantages of transitioning to BOK, what stood out most to us was their ability to provide our dealer customers with greater insight into the performance of their reinsurance trust assets. Customers simply access the online portal to view their reinsurance accounts, which includes up-to-date account balances and activity, along with archived monthly statements. Investment performance reporting specific to each dealer’s account is available quarterly.
With this expanded level of account access comes increased support. Each trustee benefits from a dedicated service team available to answer questions and help make investment changes. With BOK’s customer-centric approach to reinsurance, it’s never been easier to see how and where your money is working for you.
Surplus account solutions
With a proven history of opening surplus accounts for dealers, BOK has a thorough understanding of customers’ investment needs. Surplus account activity and statements are accessible through the same online portal as the trust account, providing customers with greater visibility over their assets.
BOK’s reinsurance specialists are available throughout the entire process of opening and maintaining a surplus account. From sending documents directly to you via Docusign to communicating with you regarding paperwork and processes, BOK empowers you with increased transparency and involvement in your surplus account performance. There are several investment strategies available, and you can change strategies at any time by connecting directly with BOK.
Recognizing these features and benefits, Zurich chose to transition to BOK with our customers’ best interests as our primary focus. We are committed to providing you with the highest quality of services, and we readily embrace opportunities that allow us to uphold and exceed these standards. As you achieve financial growth, Zurich looks forward to evolving alongside you, continually delivering exceptional service and support.
- Bank of Oklahoma. “Captive and Reinsurance Services.” Accessed 12 September 2024.
- Ibid.
- Ibid.
- Bank of Oklahoma. “Managed Retirement Solutions.” Accessed 12 September 2024.