Increase your productivity, improve your clients’ experience, and get life policies issued faster. Our digital experience will help you accomplish all this – and more. Manage your life insurance business more efficiently in all of these ways:
As a part of the new business process, we provide tools and technology to help expedite the application and underwriting process.
Submit applications via ApplyNOW or iPipeline’s iGo. Provide the right forms the first time, every time, with built-in suitability guidance. Instantly deliver applications to both Allianz and your clients with eSignature.
Clients have three different paths to compete their underwriting: Accelerated, Boosted, and Classic. Apply for our best experience, accelerated underwriting, using our electronic application with ePHI.
Learn about our underwriting guidelines and eligibility requirements (PDF)
Clients can complete their personal history interview (PHI) online via a web-based questionnaire – allowing them to complete the questions on their time.
Track recently received applications, overall processing status, and any remaining requirements for pending applications.
Qualifying clients can add and update their electronic funds transfer (EFT) information online when electronically signing their delivery requirements.1
Show clients how to use e-signature and set up online EFT (PDF)
From viewing upcoming policy anniversaries to searching for a specific client, you’re able to do it all on one Business Accounts management page.
Leverage our Index Lock report to see which of your clients may want to consider locking in a current index value.
With our self-service Change Allocation feature, you (or your client) can elect to make allocation changes to an inforce policy’s current allocation value.2 (Be sure your client has given authorization for you to elect these changes on their behalf).
To submit allocation changes online:
You and your clients have access – anywhere, anytime – to inforce policy values, riders, and allocations.
See how My PolicyPro can help you service your inforce clients (PDF)
Expedite the process of getting an inforce illustration by running it yourself via Allianzlife.com
Review the How to Guide to learn more (PDF)
Run an inforce illustration:
Your clients also have access to the following self-service features by logging into their Allianz Life account and going to the policy details page. (If they don’t already have an Allianz account, they can create one here.)
Regardless how you submit business, the following information can help you close business faster.
Use our electronic application checklist (PDF) to collect your client’s information in advance to help expedite the application process.
Include an illustration at submission; an unsigned illustration, including Input Summary pages, is required at time of submission.
The sooner your client completes the PHI the faster we can start underwriting the policy. Share the "Underwriting made easy (PDF)" flier with your client to prep them for the ePHI and underwriting process. Or, if they elect to use the phone PHI, have them call to schedule an appointment as soon as possible.
We can help answer your questions about submitting new business or put you in touch with our Underwriting and New Business Teams.
Life Case Design Team, 800.950.7372, option 1
We can help answer any questions related to inforce business.
Contact Center, 800.950.7372, option 2
1 Available to individual owners who are also the insured and payor on their life policy.
2 If a policy has a collateral assignment, even if the transaction authorization is on file, you are not allowed to make allocation changes without the sign-off from the bank.Product and feature availability may vary by state and broker/dealer.
Guarantees are backed by the financial strength and claims-paying ability of Allianz Life Insurance Company of North America.
This content does not apply in the state of New York.
For financial professional use only – not for use with the public.
