Allianz Group is a global financial services provider with services predominantly in the insurance and asset management business.
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.
