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FOR INTERMEDIARIES ONLY

Broker support


Broker support area provides everything you need to know to be able to trade with us, plus information on key business tools and risk management.


Our broker training programmes have been developed to expand your technical, leadership and market knowledge, whatever stage of your career you’re at.
Webinars

Our webinars have been designed to provide you with support, practical guidance and opportunities to ask our experts your questions. We cover a range of topics from emerging risks to business and market issues and more.

Course days

Course days provide you with technical training on line of business topics. They’re taught through a combination of formal presentations, case studies and group discussions in a classroom environment or virtually via an online workshop. They’re available free of charge on an invitation only basis.

Broker apprenticeships

Apprenticeships offer a highly valuable form of work-based training, nurturing the skilled workforce of tomorrow and sharpening professionalism in the industry. With the Allianz Broker Apprenticeship programme, delivered by specialist training provider Davies Learning Solutions, we can support your skills and knowledge develop. Available on an invitation basis only and subject to application.

Bespoke training

We can also work with you to provide bespoke training events.  Whether its face-to-face or digital, our multi-channel delivery and access to experts means that together, we can develop a bespoke training solution. 

LinkedIn Learning

LinkedIn Learning is an online e-learning platform with over 16,500 courses available online.  We provide free access for independent brokers so they can access high quality personalised learning across a wide range of topics.  Access to LinkedIn Learning is by invitation only from your local branch.

Mental Health First Aider Course

Looking after the wellbeing and mental health of you and your employees or colleagues has never been so important. There are many ups and downs in life, so, building resilience and supporting others in tough time has become a top priority for many businesses.

This course will provide you with the understanding of mental health and the factors that can affect wellbeing, and confidence to step in, reassure and support a person in distress using the Mental Health First Aid action plan. 

Through 4 two-hour sessions, you will gain the knowledge to help someone recover their health by guiding them to further support - whether through self-help resources, internal support such as Employee Assistance Programmes (EAP), or external sources such as their GP. It’s important to note that whilst this course will enhance interpersonal skills such as non-judgemental listening , you’re not being trained as counsellors.

If you want to build your skills in this important area, please get in touch with your usual Allianz contact. We will run several virtual courses throughout the year, dependent on demand. 

 

Podcasts

Our Insurance Tomorrow podcast hosted by journalist Steph McGovern brings together Allianz and industry experts to discuss the latest topics impacting the insurance industry, brokers and businesses.

Listen to ‘Tomorrow’, a podcast where Allianz Research discuss the latest analysis of global economic and capital market developments, understand what Covid-19 means for the insurance industry, as well as their views on trends affecting risk management.

In each episode, economists from Allianz Research, including Chief Economist Ludovic Subran, will dive into the details of one of our recent reports, explaining what the findings mean for the global economy, companies, markets and more. 

You can listen to the episodes on Apple MusicSpotifyDeezerGoogle Podcasts and Amazon Music.

Listen to 'Tomorrow', a podcast where Allianz Research discuss the latest analysis of global economic and capital market developments, understand what Covid-19 means for the insurance industry, as well as their views on trends affecting risk management.

In each episode, economists from Allianz Research, including Chief Economist Ludovic Subran, will dive into the details of one of our recent reports, explaining what the findings mean for the global economy, companies, markets and more.

You can listen to the episodes on Apple Music, Spotify, Deezer, Google Podcasts and Amazon Music.

Premium Instalment Plan (PIP)

The Allianz Instalment System offers an easy and convenient way of spreading the cost of your customers' premiums.
 
More information and an application form to be completed by your customer can be found on our Application for Premium Instalment page.

Customers will receive an immediate acknowledgement email with their reference number when they submit their application. Upon acceptance, the client will receive a further email with their agreement number. We aim to complete this within 7 working days.

Formal documentation will then be issued approximately 10 working days after the client’s acceptance, with a copy sent to yourself.

If you have any questions regarding the premium instalment plan, please contact the instalments team on 0330 102 1820 or by email to creditapplication@allianz.co.uk.

The online application process is suitable for the majority of our customers; however if your customer is unable to complete online or wishes to pay by quarterly or monthly instalments, they will still need to submit a paper application form.

Our paper form doesn’t ask for payment card details as we're unable to accept these details in written format. As part of our improvement to PCI DSS compliance, we’ll no longer be able to enter customer card details on behalf of the cardholder. Instead, the cardholder will need to key in the card details using a touch-tone phone while on a call with our customer service agents. If your customer wishes to pay their instalment deposit by debit or credit card, they'll be informed how to do this by email at the point of submission. 

Our online application form is to be completed by the customer. Send them the link to the following page, which contains answers to common customer queries and directions to complete the application:

At present we’re unable to send you a notification that we have received an application from any particular client. However, your client will receive an acknowledgement email.

You should receive your copy of the documentation within around 10 working days of acceptance onto instalments

There is a Q&A for customers on the online application form that may be able to help.

If your customer needs further assistance, please ask them to contact us by calling 0330 102 1820.

They will only need to apply online again if they wish to use a different bank account or if the new policy has a different start or end date from the existing policy.

If they wish to use the same bank account we suggest you call us to discuss on 0330 102 1820.

Where the agent is administering a bank account on behalf of the policyholder, the agent needs to complete the form in their own name "on behalf of" the policyholder. Please ensure they include the policyholder name in the "Applicant Name" field and provide their contact details for correspondence.

If the policyholder is paying the instalments themselves, they need to complete the application.

We have a paper form, which is available for use in this situation.

It's also available for customers who require more than one signatory to authorise transactions on the bank account or who want to apply for quarterly or bi-monthly instalments.

You’ll need to use our paper form in these circumstances.

Please note these special conditions for quarterly instalments:

  1. The option to choose an instalment collection date (preferred payment date) is not available; the first collection will need to be made on the date the policy starts.
  2. We cannot accept late applications for quarterly collections. The application must be submitted within 60 days from the start of the policy.

The address for all instalment post is:

Allianz Insurance plc,
4th Floor,
1 St George’s Square,
Bath Street,
Bristol, BS1 6BA.

We can also accept scanned images of paper application forms emailed to creditapplication@allianz.co.uk.

imarket Account Reconciliation Centre

Save time and money by providing your statement data online and greatly improve the process for settling your Allianz accounts, helping you manage your cash and credit control processes.

Implementing ARC is simple, all you need is internet access for your accounts staff and to register to imarket first.

Once registered to imarket, follow these simple steps:

  • click on Products & Services
  • then Accounts
  • then Getting started
  • then Getting Started with ARC
     

Insurers and brokers using ARC report a 40% plus saving in time spent on their reconciliation process.

Other benefits include:

  • Rapid transition from paper based processes to a fast electronic flow of information.
  • Improved debt management – ARC enables quick search and sorting of all data on all your accounts and consolidates existing accounts into a single view.
  • Time saving by reducing the peaks and troughs of the monthly cycle. ARC's enquiry facilities with comments and audit trail enable the easy interrogation of entries.
  • Improved broker/insurer communication leading to quicker query resolution through ARC's system notification of activity on accounts and real-time query handling.
  • Process standardisation ARC is an industry solution with consistency of process across all brokers and insurers.
  • It's FREE!

Pre-Contract Information Sheet

To help you meet the FCA's regulatory requirements in providing a pre-contract information sheet, we’ve created an online calculator:

Become an Allianz agent

There's four key stages in the process to becoming an Allianz agent, starting with an initial enquiry form so that we can capture key information about your agency.
Stage 1
Complete the initial
enquiry form
Stage 2
You'll be contacted about your enquiry
Stage 3
Submit final details via application form
Stage 4
Sign-off, set-up, and TOBA issued

This process will, ideally, be completed within 6 weeks.

You will need to provide the following information along with your completed application to enable us to approve it:

  • Copy of latest audited accounts (or, if you’re a new start-up, then your business plan will be required)
  • Copy of Professional Indemnity certificate
  • Consumer Credit licence (if applicable)
  • Signed Personal Guarantees for all Directors (which will be sent to you with the application form).

Agent aftercare

Irrespective of size, every broker will have an account handling team dedicated to their account. Once you have been set up as a new agent, you will be assigned an Account Developer. They will be your first port of call within Allianz and they will provide help for any questions or problems that you may have.

Your Allianz Account Developer will:

  • be in regular contact to actively manage the development of your account
  • talk to you about the opportunities we have available across all of our product lines
  • discuss access to our scheme business and sub-broking arrangements
  • provide you with a prompt and efficient service should you require any assistance
  • support you in developing your business.

The quality of service that we provide to you is important to us, so our Account Developers will try to go the extra mile to ensure that your needs are met.

 

You will receive regular correspondence from us in the form of campaigns promoting our products and services and documentation updates. We will also keep you abreast of any changes within Allianz and to our products.

These communications will be sent to you via post and email. You will be able to manage your subscriptions with us so that you're receiving only the communications most relevant to you.

We look forward to working with you.

If you have any problems or need any further information, please email us.

Business insurance schemes

Schemes are available across all Commercial lines of business on a delegated or non-delegated basis for groups of clients that have well-established businesses with at least three years claims experience.

You'll be assigned an Allianz scheme handler who will work with you to produce a bespoke insurance package. We have three types of schemes available:

Our standard range of commercial products are available, with the most commonly used for scheme arrangements being:

  • Property Owners – Commercial & Residential
  • SME Commercial Combined 
  • Office
  • Surgeries
  • Shop
  • SME Contractor/Tradesmen
  • Restaurants
  • Pubs 
  • Hotels
  • Personal Accident & Travel
  • Professional Indemnity
  • Directors & Officers Liability
  • Motor Fleet
  • Motor Trade

Our standard range of products can be adapted to meet specific scheme requirements, for example:

  • Enhanced cover and tailored benefits 
  • Commission arrangements
  • Rating specific to the scheme
  • Delegation of underwriting and policy administration and delegated claims handling can be considered for certain types of arrangements/ claims
  • Bordereaux arrangements

In collaboration with our selected partner, we'll develop custom purpose-built products with unique benefits, including tailored underwriting and rates to support the scheme. The range of products available will include our full range of standard scheme products, as well as niche affinity groups and specialist line products.

These scheme arrangements can be either on a delegated underwriting or non-delegated underwriting basis, as well as Allianz branded or white-label basis.

Request an Allianz logo licence

To request a logo licence for the Allianz name and logo, submit your details using the button below. The logo licence will be posted to you.

Once you receive the logo licence in the post, please take the time to read through the contract, sign and date it and return it to us. When we have the completed licence, we'll email you the requested logos and you can then use these in accordance with the terms and conditions.

Designed to help you manage the risks to your business, keep your employees and customers safe, and comply with relevant legislation.

We work with a range of reputable suppliers so that our policyholders can access services and products for risk control and business continuity at specially negotiated discounted rates.
Contracts for regulatory compliance and one-off examinations to ensure plant and machinery works efficiently, reliably and safely. 

We value your feedback on the issues that matter to you. The insights gathered will help us develop and improve propositions for brokers and customers.

Allianz Broker Voice community members can contribute to our research by taking part in:

Regular
polls
Short email
surveys
Group
talks
Online focus groups

The methodology we select for each subject matter will be designed to suit the topic and we'll always let you know what we do with your feedback.

Members also get access to exclusive information about what’s happening at Allianz and are the first to see and comment on our latest ideas and insurance products.

To join Allianz Broker Voice, please email us with the following details:

  • Your full name
  • Your company email address
  • Contact telephone number
  • Company agency number (if known)
Once we've verified your details in our system, we'll send a link (that’s unique to you) to a short survey that will allow us to get some more background information about you and your role.

If you would like to verify that a phone call or email orginated from either us or the agency conducting reseach on our behalf:

  • log into the Allianz Broker Voice portal and use the details in the 'Contact' tab; or
  • email our Insight team at: cmi@allianz.co.uk

Helping policyholders face difficult circumstances and getting them back to business as quickly as possible.

Comprehensive information and guidance for customers and brokers to assist in preparing themselves and their businesses for Brexit.
This promotional material is intended for insurance broker use only and no-one else should rely upon it.
It must not be made available to anyone other than the intended recipient, either in its original form or any reproduction.