Allianz - How to refer customers via Chief
Updated
by
Caroline Pollard
Diversifying with Allianz
*Please note - All fees paid to you will be based on your % split as per your membership agreement with us.*
Who is Allianz?
Allianz offers MLB members a no advice referral model to help protect their customers assets. You can refer customers to Allianz for the following general insurance products:
- Building and contents insurance;
- Landlord insurance;
- Motor vehicle insurance; and
- Caravan and trailer insurance.
It's a great way our members are adding value to their service offering and providing much needed assistance, whilst earning an additional revenue stream.
How do I become accredited with Allianz?
Should you wish to become accredited with Allianz, please email our Accreditations Team at accreditations@mylocalbroker.com.au.
How to set up
Go to Settings > 3rd party integrations > Allianz will be listed under Personal integrations with 3rd party diversification partners section.
To activate the integration, turn the switch to 'on' position (dark gray).
In the popup window enter your Allianz code (if you do not have your Allianz code, please contact your aggregator to obtain it).
Confirm action with 'Save' button.
How to use
Once you activate the integration, you will have an option to refer your clients to Allianz from the Diversification Opportunities tab in Broker Tools.
Click on the envelope icon next to the integration and populate all the required information in the slide-out window.
To send referral, click the 'Save' button.
Alternatively you can refer via your Allianz Broker Portal HERE
Your Chief Training Manager is Santosh Mathew who can be contacted on 03 7020 9482 or support@mylocalbroker.com.au.
