Diversification through insurance provides additional revenue opportunities and supports your responsible lending conversations.
This guide explains how to refer clients to Allianz General Insurance directly from Mercury Nexus.
Why offer insurance?
As part of your responsible lending obligations, you should ensure your clients are prepared for potential risks.
This includes discussing:
Home and contents insurance
Landlord insurance
Motor vehicle insurance
Life insurance
Income protection insurance
At Connective, you can:
Refer clients to a trusted colleague
Refer to a Connective-introduced contact
Become accredited to write insurance yourself
‘Tick and Flick’ clients to insurance partners such as Lifebroker
Refer to Allianz via Mercury Nexus
Allianz integration in Mercury Nexus
The Mercury Development Team has integrated Allianz into Mercury Nexus to streamline referrals.
This allows you to:
Refer clients quickly
Meet compliance obligations
Create an additional revenue stream
Allianz products available include:
Home Building and Contents Insurance
Landlord Insurance
Motor Vehicle Insurance
How to refer a client to Allianz
To submit an Allianz referral:
Open the relevant Opportunity in Mercury Nexus.
Click the Insurance dropdown.
Select Allianz.
You will be prompted to:
Read a consent statement to your client.
Tick the checkbox confirming consent has been obtained.
This ensures compliance with Anti-Hawking legislation.
Important
Do not use special characters (e.g. #, @) in the Comments section, as this may cause submission errors.
Click Send to submit the referral.
Once submitted, Allianz will contact your client directly.
Compliance considerations
Always obtain and record client consent before submitting a referral.
Ensure the consent statement is read in full.
Document the referral in your file notes if required.
Best practice tips
Introduce insurance early in the lending conversation.
Position insurance as protection, not an add-on.
Follow up with clients after referral to maintain engagement.
Monitor commission statements for referred policies.
Need help?
If you need assistance with the Allianz integration or insurance referrals in Mercury Nexus, contact your Partnership Manager or email [email protected].