Allianz offers additional revenue opportunities, including:
Home Building and Contents insurance
Landlord insurance
Motor Vehicle insurance
The Mercury Nexus and Allianz integration allows you to complete referrals as part of your standard client process while meeting compliance requirements.
Before you send a referral
Open the relevant Client Opportunity in Mercury Nexus.
Ensure the Primary Applicant and any additional Applicant(s) in the Contact section have the following details completed:
First name
Last name
Email address
Mobile number
Important
Do not use special characters (for example # or @) in the Comments section, as this may cause the referral to fail.
Send an Allianz referral
In the client opportunity, click the Insurance dropdown.
Select Allianz.
You will be prompted to read a disclosure statement to your client.
After reading the statement and obtaining verbal consent, tick the confirmation checkbox.
This step ensures compliance with Anti-Hawking legislation.
Click Send to submit the referral.
Once submitted, Allianz will contact your client directly.
What happens next?
Allianz will manage the insurance conversation directly with your client.
You do not need to complete a separate insurance application within Mercury Nexus.
Tip
Include the insurance referral discussion as part of your standard needs analysis to support compliance and improve client protection outcomes.
Need help?
If you need help using the Allianz integration in Mercury Nexus, contact your Partnership Manager or email [email protected].