Smart Broker Brief Launched by Allianz

The latest bit of broker support from Allianz;

The introduction of Smart Broker Brief and upgrades to the QuoteSME platform mark a pivotal step in Allianz’s commitment to supporting brokers with innovative tools and resources on its digital trading platform.

The Smart Broker Brief is a tool that leverages the power of Allianz insights to provide brokers with a deeper understanding of their customers. This new resource is designed to encourage more confident and insightful conversations with clients, particularly around critical issues such as underinsurance. By using more than 40 unique data points from internal and external sources, the Smart Broker Brief reduces preparation time, allowing brokers to focus on supporting clients.

Key benefits of the Smart Broker Brief include:

• Efficient Preparation: access to additional client insights streamlining preparation and enabling brokers to spend more time engaging with clients.
• Risk Identification: Highlights potential underinsurance and other risks.
• Risk Management Guidance: Supports brokers in sharing advice on risk mitigation.
• Confident Conversations: Empowers brokers to lead discussions with assurance and precision.

The Smart Broker Brief is initially available for quotes and renewals via email for customers with packaged policies, with a second release set to offer the tool at the point of quote for all customers.

In tandem with the Smart Broker Brief, Allianz has introduced a series of enhancements to its QuoteSME platform, a digital quote-and-buy service for SME businesses. These updates are informed by broker feedback and aim to simplify the quoting process while providing clearer insights.

Notable upgrades include:

• Smart Search Bar: Facilitates faster and more intuitive lookups.
• Modern Interface: Offers a cleaner and more contemporary user experience.
• Mini Fleet Workflow: Redesigned vehicle entry allows for bulk additions and streamlined viewing.
• Sums Insured Confirmation Page: Compares estimated rebuild values with typical ranges to flag potential underinsurance at the quote stage.

These improvements ensure brokers have the tools they need to address underinsurance early in the quoting process, aligning closely with the goals of the Smart Broker Brief.

Both the Smart Broker Brief and QuoteSME enhancements are now live, reflecting Allianz’s dedication to making trading easier, faster, and more valuable for brokers and their customers. By providing actionable insights and streamlined processes, Allianz empowers brokers to deliver exceptional service and drive meaningful conversations.

Alex Ktenidis, Head of Digital Trading and ALP at Allianz UK, said: “”At Allianz, we are constantly listening and acting upon broker feedback to make digital trading as easy as possible for our partners and clients. Our Smart Broker Brief and QuoteSME platform upgrades bring the strength of Allianz insights to our brokers and streamline processes so our partners can spend more time on what it is most important, delivering exceptional service and outcomes for their customers.”