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Online Agent/Broker Services

Online Customer Services

  • Business Interruption coverage calculator - The BI coverage Calculator was built to reduce the guesswork and variability involved in evaluating business interruption exposures and calculating coverage needs.
  • Commercial EPL
  • Construction Builders Risk - Residential Policy - learn about the ability to issue a Residential Builders Risk policy in under 5 minutes online
  • Crimson - Risk Engineering's Crimson provides a powerful customer service reporting system online. It gives our corporate customers instant access to their global risk assessment data; ready to interrogate and to assist in managing their business risks.
  • Direct Bill Account Inquiry - Access to the Billing Web site and Statement of Account for your Direct Bill Customers.
  • DocPro NextGen- (Zurich Systems - Programs & Direct Markets users only)
  • E-Risk Questionnaire Online - Zurich's E-Risk Questionnaire is a free online survey designed to help you assess the security of your IT systems and identify security gaps that you want to evaluate and control further.
  • eZiNA - ZNA small business online policy writing system (excluding Workers Compensation)
  • eZSB - Farmers small business online policy writing system (including Workers Compensation)
  • Financial Enterprises Forms Library - Access Zurich North America Financial Enterprises Forms Library
  • Forms Tracker Agent Access - Forms Tracker is the Zurich Enterprise solution for querying and viewing proprietary, bureau and surplus lines forms. This tool supports the policy issuance process and is a reference tool for product development and compliance. Zurich Partners (MGA) are able to access customized reports to fit their business needs.
  • FirstReport ONLINETM - FirstReport ONLINETM, provides both large and small employers a secure, online OSHA record keeping service for occupational safety and health incidents. The "Incident Description" entry form will also produce state specific "First Reports of Injury" and provide management reports.
  • Impairment Notification/Restoration Permits - 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.
  • IRMI Online TM - learn how to reduce losses by increasing knowledge and understanding of current contract management issues through the Contractual Risk Transfer reference manual. Each month you will also receive new ideas, tips and tactics to help manage your construction business.
  • IRS Forms 1099 and B-Notices - Information for 1099 and B-Notice forms
  • LEAP - Learn about the Lender's Environmental Automation Program that we offer.
  • Loss Run Reporting Tool- (Zurich Systems - Programs & Direct Markets users only)
  • PA Umbrella/Excess System- (Zurich Systems - Programs & Direct Markets users only)
  • Partner Pride 2000
  • 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).
  • Producer Clearance & Registration (PC&R) - (Zurich Systems - Programs & Direct Markets users only)
  • Risk Features - Zurich Risk Features is designed to help our customers and brokers better understand the risk grading process and allows us to work together in reducing risk for the benefit of both Zurich and its customers.
  • Surety Bond Validator - Use this quick and easy search to determine if a bond has been reported and authorized by Zurich.
  • Surety Bond Forms - Access forms for Zurich North America Surety
  • Surety Bond Library - Access Zurich North America Surety Forms Library
  • Virtual Risk Manager - Airbrakes - Delivers state-of-the-art driver training on airbrake systems to prevent crashes caused by brake defects, safety violations and costly roadside brake repairs. This technical training product is designed to give drivers and technicians a through understanding of the air brake system.
  • Virtual Risk Manager - Fire - A state-of-the-art system to help businesses reduce their risk of fire and comprehensively train employees on prevention/recognition techniques and safe emergency procedures.
  • Virtual Risk Manager - Fleet - The world's first interactive motor fleet risk management tool kit. Virtual Fleet Manager enables you to do online fleet auditing, driver risk assessments and defensive driver training with full management reporting.
  • Virtual Risk Manager - Forklift - Delivers state-of-the-art forklift operator training and hazard profile assessment. This is not an OSHA training product but instead a on-line product designed to assess a forklift operator's hazard profile.
  • Virtual University - Risk Engineering's Virtual University contains a range of low cost health and safety e-learning courses, incorporating a learning management system along with automated compliance recordkeeping for individuals and enterprises with government-mandated training requirements.
  • Z-PLUS - A professional liability platform, providing full policy processing and administrative functionality.
  • zpWC - ZNA Workers Compensation online policy writing system (authorized PAs & GAs only)
  • Zurich Safety Plan Resource - Risk Engineering has partnered with OSHA Fast Fix, a leading provider of written OSHA compliance plans, to provide a suite of OSHA-oriented safety plans to Zurich customers. These plans address specific exposures, as well as, OSHA requirements
  • Zurich Surety Express - Rate and issue contract and commercial surety bonds online.
  • Z-SPIRE Central - The Z-SPIRE homepage containing documentation and updates about the application.
  • Z-Spire WC Tools - Based on line of business select the appropriate link.
  • Training Z-Spire WC - Based on line of business select the appropriate link.
  • Z-SPIRE
  • Import File Creator
  • Training Z-SPIRE
  • Boiler Inspection Request Online - Regular boiler/machinery inspection is critical to the proper functioning and safety of your facility. As an added convenience, Zurich customers may now request boiler inspection online.
  • ClickSafety - Risk Engineering has teamed up with ClickSafety, a leading provider of online compliance solutions for Construction and General Industry. With nearly 250 training programs and over 40 titles in Spanish, Risk Engineering customers may access programs at deep discounts directly from the site. ClickSafety largely focuses on identifying and controlling slips, trips and falls (STF) by offering 20 courses to help reduce these types of losses. Custom course development is also available.
  • Crimson - Risk Engineering's Crimson provides a powerful customer service reporting system online. It gives our corporate customers instant access to their global risk assessment data; ready to interrogate and to assist in managing their business risks.
  • E-Risk Questionnaire Online - Zurich's E-Risk Questionnaire is a free online survey designed to help you assess the security of your IT systems and identify security gaps that you want to evaluate and control further.
  • eZTransition - eZTransition provides zurich customers with the necessary return-to-work tools and resources to help reduce workers' compensation, disability and worker replacement costs. It focuses on the three phases of return-to-work strategy including pre-injury, injury management and return-to-work. eZ Transition contains information necessary to help our customers decrease production delays, promote earlier communication, and awareness of employee injury. It also provides information to help increase consistency in addressing the Family and Medical Leave Act and the Americans with Disabilities Act.
  • FirstReport ONLINETM - FirstReport ONLINETM, provides both large and small employers a secure, online OSHA record keeping service for occupational safety and health incidents. The "Incident Description" entry form will also produce state specific "First Reports of Injury" and provide management reports.
  • Impairment Notification/Restoration Permits - 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.
  • IRMI OnlineTM - learn how to reduce losses by increasing knowledge and understanding of current contract management issues through the Contractual Risk Transfer reference manual. Each month you will also receive new ideas, tips and tactics to help manage your construction business.
  • Pharmacy Locator - The Cypress Care Pharmacy Locator is a tool that can be used by our customers or claims adjusters to find the nearest pharmacy using a zip code location. The Cypress Care pharmacy locator can be used to find a list of over 60,000 network pharmacies nationwide.
  • Risk Features - Zurich Risk Features is designed to help our customers and brokers better understand the risk grading process and allows us to work together in reducing risk for the benefit of both Zurich and its customers.
  • Surety Bond Validator - Use this quick and easy search to determine if a bond has been reported and authorized by Zurich.
  • Virtual Risk Manager - Airbrakes - Delivers state-of-the-art driver training on airbrake systems to prevent crashes caused by brake defects, safety violations and costly roadside brake repairs. This technical training product is designed to give drivers and technicians a through understanding of the air brake system.
  • Virtual Risk Manager - Fire - A state-of-the-art system to help businesses reduce their risk of fire and comprehensively train employees on prevention/recognition techniques and safe emergency procedures.
  • Virtual Risk Manager - Fleet - The world's first interactive motor fleet risk management tool kit. Virtual Fleet Manager enables you to do online fleet auditing, driver risk assessments and defensive driver training with full management reporting.
  • Virtual Risk Manager - Forklift - Delivers state-of-the-art forklift operator training and hazard profile assessment. This is not an OSHA training product but instead a on-line product designed to assess a forklift operator's hazard profile.
  • Virtual University - Risk Engineering's Virtual University contains a range of low cost health and safety e-learning courses, incorporating a learning management system along with automated compliance recordkeeping for individuals and enterprises with government-mandated training requirements.
  • ZLPRS - Zurich Lenders Property Reporting System
  • Zurich Safety Plan Resource - Risk Engineering has partnered with OSHA Fast Fix, a leading provider of written OSHA compliance plans, to provide a suite of OSHA-oriented safety plans to Zurich customers. These plans address specific exposures, as well as, OSHA requirements.