As we enter the fourth quarter, we want to thank you again for your business, feedback and partnership this year. We continue to work on initiatives that improve our broker and customer experience while responsibly growing with a focus on long term sustainability. With these goals in mind, I would like to share the following updates.
Update to Retention Limits
As COVID cases continue, please note the following updates to our retention limits effective today. Click here to download the announcement and transition guidelines.
- Nearest Age Through Age 60:
- Through Table D: $20,000,000
- Table E - H: $10,000,000*
- Table I or above: Postpone
- Nearest Age 61-69:
- Through Table D: $10,000,000
- Table E or above: Postpone
- Nearest Age 70-75:
- Through Table B: $5,000,000
- Table C or above: Postpone
- Ages 76+: Postpone
*Not available if comorbidity for COVID-19 conditions exist: Obesity; Chronic respiratory conditions, such as COPD, asthma, emphysema, etc. , Chronic kidney disease, Diabetes mellitus, Heart disease, Cancer, Hypertension, Immunocompromised illness (e.g., Crohn’s, ulcerative colitis, HIV, SLE, RA), Solid organ or bone marrow transplantations, Long term use of immunosuppressive treatments
New Portal Updates: Pending Case Statuses now available
We are pleased to announce that the broker and BGA portal now includes pending case statuses. If you haven't already, please take a moment to register for life.zurichna.com so you can view in force and pending case information. If you are a staff member, please complete this spreadsheet for your team and send it to life@zurichna.com so that we can add you to our system prior to registration.
Sneak peek - E-application and next giveaway!
In our continued efforts to improve the broker experience, we are pleased to report that we expect to launch our new e-application platform in the 4th quarter. The platform is designed to provide a positive broker experience and allows a broker to engage with a client online to help complete missing application items.
Click here for a 2 minute demo of e-application platform. After viewing the video, answer this question to be entered into our next Zurich drawing for a giveaway!
