We offer diversification opportunities with insurance. In this article, we explain how you can refer your clients to Allianz via Mercury Nexus.
General Insurance
Part of your responsibility as a provider of finance solutions is to help ensure that your clients are fully prepared for whatever the future may bring. This is why discussing insurance options with your client is part of your Responsible Lending obligations.
This includes offering General Insurance as part of any residential loan you write and talking about loan, life and income protection insurance options as a part of your sales and compliance processes.
At Connective, you have the option to:
Refer clients to a trusted colleague
Refer clients to a Connective introduced contact
Become accredited so you can write the business yourself or ‘Tick and Flick’ your clients through to our insurance company partners such as Lifebroker
We also offer General Insurance through Allianz, offering very competitive commissions.
Insurance integration in Mercury Nexus
Our Mercury Development Team has made some great additions to your Mercury Nexus platform to make it easier for you to offer insurance to your clients. The purpose of the integration is to make the process of offering your clients Allianz insurance products a quick and easy task, all in-built in Mercury Nexus.
The launch of the Allianz integration is available exclusively to users of Mercury Nexus. Let’s take a look at how it works.
Allianz Insurance Mercury Nexus Integration
Allianz offers additional, super easy, revenue streams for your business, including Home Building and Contents, Landlord and Motor Vehicle Insurance. Our Allianz Mercury Nexus integration lets you easily make an insurance referral for Allianz 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.
Click on the ‘Insurance’ dropdown in your ‘client opportunity’ record, select ‘Allianz’.
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!
