Following the Government announcement (23 March 2020), we have closed our UK offices with immediate effect. The safety of our employees, customers and brokers whilst doing our utmost to provide a high level of customer service remains our top priority. Please visit our information page for help and advice.
FOR INTERMEDIARIES ONLY
Broker support
Coronavirus (COVID-19) information
Following the Government announcement (23 March 2020), we have closed our UK offices with immediate effect. The safety of our employees, customers and brokers whilst doing our utmost to provide a high level of customer service remains our top priority. Please visit our information page for help and advice.
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.
Popular tools
EEA Green Cards
In case there's a 'no-deal' Brexit, we're issuing Green Cards for customers driving within the EEA. If you have any questions, please refer to our FAQs page.
Update the MID
Details of any vehicle being held by one of your customers for 14 days or more must be submitted to the Motor Insurance Database (MID).
The UK left the European Union on 31 January 2020 and entered into an 11 month transition period.
Account management
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.
Frequently asked questions
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.
You’ll need to use our paper form in these circumstances.
Please note these special conditions for quarterly instalments:
- 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.
- 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.
How do I access ARC?
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
Transforming the UK broker/insurer settlement process
Insurers and brokers using ARC report a 40% plus saving in time spent on their reconciliation process.
Other benefits include:
Standard European Consumer Credit Information (SECCI)
To help you meet the FCA's regulatory requirements in providing a pre-contract information sheet (SECCI), we’ve created an online calculator:
Agency management
Become an Allianz agent
Our CII accredited Breakfast Clubs for commercial lines brokers offer a great opportunity to keep up-to-date with hot topics in the insurance industry, through sessions with our subject matter experts.
Allianz Broker Breakfast Clubs deliver high quality presentations designed to broaden your understanding of the changing market. As an attendee, you can expect some enlightening and entertaining sessions covering a range of subjects including:
- insurance developments;
- market insights; and
- key aspects of cover
For more details on our Breakfast Clubs, please contact your Allianz Business Developer.
Please note: We operate Breakfast Clubs on an invite-only basis.
Agent aftercare
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.
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).
Business insurance schemes
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.
Regular correspondence
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.
Allianz Broker Breakfast Clubs
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:
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
The Employers' Liability Tracing Office (ELTO) is an independent industry body. Its voluntary members comprise of insurers who provide Employers' Liability insurance.
ELTO’s aim is to assist the insurance industry to meet its obligations by aiding those who have suffered injury or disease in the workplace to effectively and efficiently trace the relevant insurer.
Your role, as a broker, is to provide insurers with the necessary policy information to populate the Employers' Liability Database (ELD).
The initial mandatory data we submit to ELTO will be the:
This should be information that is already provided to us as part of our normal business transactions with you.
Since 1st April 2012, in addition to the above mandatory information, you're required to supply:
- the name of all subsidiary companies insured for Employers’ Liability under the same policy number
- the Employers’ Reference Number(s) (ERN) of the policyholder and each subsidiary company insured for Employers’ Liability under the same policy, unless exempt.
The ERN is also commonly referred to as 'Employer PAYE Reference'. This is the reference number provided by HM Revenue and Customs (HMRC) under which the employees’ income tax and NI contributions are recorded. The number is specific to all businesses that employ staff who are individually paid more than the current PAYE threshold.
The ERN can be obtained from mandatory HMRC documentation, including P45, P60, P11/D and most payslips.
Numbers allocated since 2001 will mostly have a format of NNN/Aznnnnn – (‘NNN’ is the 3 digit number for the Tax Office catchment area and ‘Aznnnnn’ is the ERN, ‘Az’ being alpha, ‘nnnnn’ being numeric). In the majority of cases, numbers issued prior to 2001 will have a format of NNN/Annnnn.
A small number of businesses may be exempt from holding an ERN. This will generally be only in cases where the employer pays their staff less than the current PAYE threshold.
Employers are also being advised of the requirement to supply this information to their insurers by the HMRC. In rare circumstances, an insured company or individual subsidiary may have more than one ERN assigned to it. If applicable, please contact your Allianz branch to supply this information.
Policies may cover multiple companies and claimants may not be aware of this relationship. Registering all insured company names on the ELD will ensure the tracing service is fully effective.
To support successful tracing results, the need to establish a unique identifier for an employer is required. The most effective method agreed on is to record the company’s ERN.
If you need help submitting EL data, please get in touch with your Allianz branch for assistance.
To learn more about ELTO, visit:
Allianz Broker Voice
We're giving you the chance to provide us with 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
polls
Short email
surveys
surveys
Group
talks
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.
How to verify any contact that you may receive
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
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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.
It must not be made available to anyone other than the intended recipient, either in its original form or any reproduction.