Pre-Contract Information Sheet
We've created an online calculator to help you meet FCA's regulatory requirements in providing pre-contract information.
Premium Instalment Plan (PIP)
An easy and convenient way of spreading the cost of your customers' premiums.
Account Reconciliation Centre (ARC IBA)
Are you a new ARC IBA user?
If you have not used ARC before you will need to register by email to:
To set up your ARC IBA account you will need to email the following information:
- Your brokerage name.
- Contact name and email address of your super user.
- FCA (Financial Conduct Authority) registration number.
- Current IMarket IBL session reference starting with AZ (current ARC users only).
- Your Allianz agency account numbers.
Log in to ARC IBA
You no longer need to access IMarket first.
Why use ARC IBA?
Insurers and brokers using ARC IBA report a 40% plus saving in time spent on their reconciliation process.
Other benefits include:
Premium Instalment Plan FAQs
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.
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 bi-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 has 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
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:
- 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.
It must not be made available to anyone other than the intended recipient, either in its original form or any reproduction.