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Zurich Edge Assist


Introducing Zurich Edge Assist — our powerful assisted sales tool designed to help you deliver personalized insurance experiences for your customers, across every channel. Support your customers at every stage of their journey, drive higher conversion rates, and unlock the full potential of insurance for your business.

Who is Zurich Edge Assist for?

Agents & Brokers

Power up your production, with seamless quote-to-bind journeys, real-time pricing, and 360° customer view - so you can close sales faster and provide engaging experiences for your customers.

Relationship Managers

Deliver instant insurance solutions with guided quotes, integrated binding, and personalized dashboards—helping you serve customers in one smooth conversation. 

Customer Support Teams

Resolve queries quickly with smart search, policy servicing, and claims support—all in one platform designed for speed, accuracy, and exceptional customer experience. 

Same innovation. Multiple channels.

Part of the Zurich Edge ecosystem, Zurich Edge Assist helps you embed insurance products across all your channels, either through a single API integration or a fully branded white-label experience.



Access a dynamic platform, offering modular products and comprehensive insurance services, including financial and non-financial endorsements and integrated claims management, tailored to your market and customers.

Zurich Edge Assist offers comprehensive solution for policy services:

360 customer view for smarter interactions

Personalize every interaction and strengthen relationships, with a complete view of your   customers – including policies, history, notes, and recommended next actions.

Seamless customer journey across every channel

Ensure a smooth and consistent experience for customers across all touchpoints.

Maximized leads and higher conversions

Prioritize, assign, and manage leads across channels with smart referral tracking and communication tools — so you never lose an opportunity to convert.

360 customer view for smarter interactions

Keep every journey connected, and support your customers whenever and wherever they engage, with real-time data syncing, flexible payment options, and seamless channel transitions.

Powerful agency management tools

From tracking personal sales, commissions, and customer pipelines to managing full agency portfolios, our advanced reporting, financial tracking, and user management tools are all in one place – giving you complete control, whether     you’re growing your own book or leading a team.

AI-powered smart features

Stay ahead of customer needs, with AI-driven product recommendations, easy-to-read policy summaries, smart reply to suggestions, and a GenAI assistant ready to support you.

Get Started

Ready to start using Zurich Edge Assist?

Get in touch and we’ll walk you through our approach and how it could benefit your business.
Contact us

Zurich Edge

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Renowned Expertise
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Reimagined Technology
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Redefined Partnerships