Agent, broker and program administrator online services


Tool Descriptions

  • Auto ID Card Tool for Program Administrators  Create Vehicle ID Cards using an import from Z-SPIRE or entering vehicle information manually or via spreadsheet upload.

  • D&B Lookup Tool for Program Administrators  Access to D&B reports for specific Program Administrators via Submission IDs

  • Direct Bill Account Inquiry  Access to the Billing Web site and Statement of Account for your Direct Bill Customers.

  • Financial Enterprises Forms Library  Access Zurich North America Financial Enterprises Forms Library

  • Fire Protection Impairment System  Impairments to fire protection systems can prove to be disastrous in emergency situations. This tool provides information, instructions and utilities facilitating impairment notification and restoration of fire protection systems via Fax, e-mail or online.

  • Loss Run Reporting Tool  (Zurich Systems - Programs & Direct Markets users only)

  • PA Enterprise Umbrella  Zurich Programs online policy writing system for Enterprise Umbrella.

  • Policy Document Retrieval  Access your recently issued policy documents. Policy documents can also be retrieved via Policy Number search or Customer Name search (currently available for a limited number of systems).

  • PolicyCenter  Access PolicyCenter.

  • Producer Clearance & Registration (PC&R)  (Zurich Systems - Programs & Direct Markets users only)

  • Surety Bond Forms  Access forms for Zurich North America Surety

  • Underwriting Management (UM)  Tool used for producer clearance & registration.

  • Surety Bond Validator  Use this quick and easy search to determine if a bond has been reported and authorized by Zurich.

  • VIN Verification  Vehicle Identification Number verification online.

  • ZPLUS  A professional liability platform, providing full policy processing and administrative functionality.

  • Z-SPIRE Import File Creator  Listed are the necessary steps to create a properly formatted XML import file from a spreadsheet.

  • Z-SPIRE Tool  Zurich Services for Policy Issuance Rating and Endorsements touches many aspects of the underwriting process, including submission, rating, issuance and renewals.

  • Z-SPIRE PreProd  Training for Zurich Services for Policy Issuance Rating and Endorsements touches many aspects of the underwriting process, including submission, rating, issuance and renewals.

  • Zurich RiskIntelligence®  Zurich RiskIntelligence® is an enhanced claims and loss information tool that gives risk managers the ability to create and view loss analysis reports via the Web using information that is updated daily.

  • Zurich RiskIntelligence Exchange®  Learn about the ability to view loss data from your past and present carriers through the RiskIntelligence Exchange product.

  • Zurich RiskIntelligence Express®  Zurich RiskIntelligence Express® is a web-enabled tool using point and click technology to view loss information designed for authorized user with low to moderate loss frequency. 

  • Zurich Surety Express  Rate and issue contract and commercial surety bonds online.

  • My Zurich Broker Concierge is a self-service digital platform that enables our brokers to securely access and monitor their clients’ Zurich information in real time, anytime. Brokers can access loss runs, documents, and submission statuses, providing increased transparency on open subjectivities and the ability to act on information needed by their Underwriting team.