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Contact Zurich

Phone - 1800 394 268

1800 500 655 (Adviser Login Issues)

Address - PO Box 677 North Sydney NSW 2059

Website - https://direct.zurich.com.au/

Type	Insurance
Updated	Weekly
Supported Products	EziCover Onepath Insurance
Available Information	Insurance Policy information: Benefit Type Sum Insured Policy Number Premium Premium Basis Premium Frequency Issue Date Status

Datafeed Setup Instructions

Open the instructions for each stage of the setup process by clicking the arrow below.

Stage 1

Establish Datafeed with Provider

Log in to Zurich

Access the Zurich ZLife Portal (or your specific Zurich platform).
Enter your user credentials and complete any required authentication.

Navigate to Datafeed Settings

Once logged in, go to Tools.
Select Datafeed Access from the available options.

Enter the registration details for AdviserLogic, and submit your request.

Stage 2

Setup Datafeed in AdviserLogic

When you have the current datafeed credentials, you will need to follow the Setup Datafeed Instructions for AdviserLogic.

Navigate to Datafeeds, and select Datafeed Codes from the left menu panel. Select Add.

Select Zurich from the drop-down menu.

Enter your Zurich Adviser Code, the Data Feed Username, and Data Feed Password into the relevant fields, ensuring to select the Active box.

The datafeed should be live within 72 hours.

Please check the File Received Last Date column from the datafeed landing page/datafeed codes page.

The last file received date should be within a few days of the current date.

Once the datafeed is established, you may also check this page to troubleshoot common datafeed issues.

💡Tip

It is a good idea to determine the code's expiry date from your provider and set a task for the following year to prevent datafeed interruptions.

If the datafeed credentials have expired and the datafeed has been inactive for some time the result will reflect in incorrect balances within the client's assets.

Stage 3

Map Client Accounts

Once the datafeed is live you need to Map the client's accounts from the Datafeed to AdviserLogic.

Navigate to the Datafeed screen and select the provider from Datafeed Management > Select Platform from the dropdown.

Select the Adviser Code from the dropdown. option.

Search for the individual, and select the Map options.

Select the Map button. Choose From:

Create New - If the client is not added to Adviserlogic and you want to map the account code with the client without creating the client in the Fact Find.

Existing - To map the datafeed to an existing client. Recommended

Joint - To map the account code with the joint entity.

Once the account is mapped search for the client again and select the refresh button. This will force the data through immediately, rather than waiting the requisite 24 hours.

📌Note

Avoid mapping to the superannuation entity, as this is created by AdviserLogic after the account is mapped.

Always map to the Client’s Name, SMSF, or Trust.

If Super Is the Policy Owner

When a super fund owns an insurance policy, it should be linked to the corresponding super fund account rather than the client or partner.

Please ensure that the relevant super fund account is already present in the client's superannuation section.

Investment Datafeeds are only available to users holding an Investment Adviser License or Comprehensive Adviser License.

Contact your CSM for more information on License Types.