We offer diversification opportunities with insurance. In this article, we explain how you can refer your clients to ALI or Allianz via Mercury 5.
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 or ALI Group
We also offer General Insurance through Allianz, offering very competitive commissions.
Insurance integration in Mercury 5
Our Mercury Development Team has made some great additions to your Mercury 5 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 ALI and Allianz insurance products a quick and easy task, all in-built in Mercury.
The launch of the Allianz and ALI integration is available exclusively to users of Mercury 5. Let’s take a look at how it works.
Australian Life Insurance (ALI) Mercury 5 Integration
ALI provides packaged insurance solutions that cater for circumstances including:
- Critical illnesses (often called trauma or living benefits)
- Death and terminal illness, and
- Involuntary unemployment.
If you use Mercury 5 you will now find a button in your client opportunity that that says ‘Start Loan Protection Application’.
By clicking the 'Start Loan Protection Application' option, a box will appear.
You then simply complete the additional required fields and click send. This information is then sent to ALI to commence the quote process – easy! Click here to learn how to use the ALI integration in Mercury 5.
If you receive a message that your Broker ID and email address do not match. Please contact ALI directly to resolve.
Allianz Insurance Mercury 5 Integration
Allianz offers additional, super easy, revenue streams for your business, including Home Building and Contents, Landlord and Motor Vehicle Insurance. Our Allianz Mercury 5 integration lets you easily make an insurance referral for Allianz insurance.
If you use Mercury 5, you will now find a button in your client opportunity that says ‘Insurance Options’ (check out the umbrella icon!). You then simply choose the type of insurance you want to refer.
Once you have clicked send on the form, this is sent to Allianz and your client will be contacted by Allianz to move things forward – done!
At present, there is no integration between Lifebroker and Mercury 5.
Lifebroker offers a fully underwritten personal risk insurance service for your clients. Products include:
- Life Insurance
- Total and Permanent Disability (TPD) Insurance
- Income Protection Insurance
- Trauma Insurance
- To refer a customer for a quote for personal risk insurance, you will need to log in to the Lifebroker portal to submit your referral.
If you do not have a broker log in, please contact the team at email@example.com