Insurance referrals must go via Mercury Nexus from 5 October
There are reforms to anti-hawking legislation coming into play on 5 October 2021, which will change how you refer Allianz insurance to your clients.
What’s changing?
Insurance providers are prohibited from offering financial products to consumers during unsolicited meetings or phone calls.
Allianz will now need the express consent from your client prior to you referring them.
What does this mean for you?
You must refer Allianz insurance via Mercury Nexus and gain explicit consent from the client.
How to refer insurance via Mercury Nexus?
Mercury Nexus makes this super easy to embed as part of your process.
Click on the ‘Insurance’ dropdown in your client 'Opportunity’ record, select ‘Allianz’.
If you have questions reach out to your BSM.
