Insurance: Allianz

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. 

Click on the ‘Insurance’ dropdown in your ‘client opportunity’ record, 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

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!