Allianz Group is a global financial services provider with services predominantly in the insurance and asset management business.
Integration Steps
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
Allianz icon will show in color and have the switch in "on" position if connection was successful.
Using Integration
Once you activate the integration, you will have an option to refer your clients to Allianz in Broker Tools > Needs and Objectives and Diversification opportunities section.
When selecting to refer client(s) to Allianz, a new dialog window will open up.
Minimum required details will be marked in red, please complete them and confirm action with Refer Application button.
Note: If any required details about clients/deal owner were not properly input in deal/account settings, referral will not go through. Dialog window will in that case list all incorrect requirements that need to be corrected before a new Allianz referral attempt can be performed.
Example below is information on incorrect mobile phone number details. This can relate to the clients mobile number or deal owner mobile number.
If everything is proper with the client/deal owner details, the referral will successfully go through. This will be confirmed in the dialog window and referral details will be created in deal notes.
To disconnect Allianz integration, turn switch to 'off' position for the integration in Settings > 3rd party applications tab.