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 do I set up Allianz as an email referral in Chief?
- Go to the 'Diversification' tab (Settings > Diversification).
- Click on the '+ ADD REFERRAL' button next to 'General Insurance: Landlord Protection'.
- Set up 'General Insurance: Landlord Protection' as per below details and screenshot:
Referrer Name: Mortgage Broker Sales Team (Allianz)
Referrer Email Address: brokersales@allianz.com.au
Email Template (Select from Existing Settings/External Notifications):
Allianz Insurance Referral (Home Loans) Email Template
Note: Click here for instructions on setting up your 'Allianz Insurance Referral (Home Loans)' email template.
- Repeat the above steps for 'General Insurance: Home and Contents'.
How do I refer clients to Allianz?
Chief offers a quick, simple and easy process to refer your clients to Allianz via the:
- 'Needs and Objectives' tab in 'Client Profile'; or
- 'Diversification Opportunities' tab in 'Broker Tools'.
- In the 'Needs and Objectives' tab, please ensure that the mandatory 'Requirements and Objectives' and 'Loan Purpose Type' sections are completed.
- The 'Client is purchasing a property and will require a CERTIFICATE OF CURRENCY/HOME AND CONTENTS insurance to complete loan settlement.' or 'Client is buying/refinancing an investment property. Have you discussed LANDLORD PROTECTION COVER?' diversification opportunity will then appear.
- Click on the 'REFER' button and select the 'Mortgage Broker Sales Team (Allianz)' option from the dropdown menu.
- This will open the 'Send Referral E-Mail to Mortgage Broker Sales Team (Allianz)' popup window where you can select the 'Allianz Insurance Referral (Home Loans)' email template.
- Edit the sections in the 'Content of E-Mail' which require manual completion.
- Click on the 'SEND' button once finished.
- Once sent, the email will be stored automatically in the 'Notes' tab of the relevant deal.
Please see below knowledge base articles for more information:
Your Chief Training Manager is Santosh Mathew who can be contacted on 03 7020 9482 or support@mylocalbroker.com.au.
