Mercury Nexus Integration with Allianz Insurance
Allianz offers additional revenue streams for your business, including Home Building and Contents, Landlord and Motor Vehicle Insurance.
Our Mercury Nexus and Allianz integration makes it easy for you to refer clients to Allianz as part of your process and meet compliance obligations.
In your ‘client opportunity’, click on the ‘Insurance’ dropdown and select ‘Allianz’.
Ensure that the Primary Applicant and Applicant(s) in the Contact section have the following details completed:
First name
Last name
Email address
Mobile number
Note: Do not use any special characters in the Comments section (eg, #@)
You’ll be prompted to read a statement to your client and tick the check box once you’ve gained consent. This ensures you're complying with Anti-Hawking legislation.
Once you have clicked send on the form your client will be contacted by Allianz – it's that easy!
