Work more efficiently – from submission to servicing

A seamless online experience for you and your clients

Increase your productivity, improve your clients’ experience, and get life policies issued faster. Our digital experience will help you accomplish all this – and more.

Watch a quick overview of our new features

Read video transcript

[Narrator] Faster. Easier. More innovative. Get ready for a new experience with Allianz.

We are here to help you get your life insurance business issued faster and serviced easier with more innovative tools and technology.

One seamless online experience for you and your clients, from preparing and submitting applications to the issuing and servicing of inforce policies.

It begins with our electronic application submission and e-signature, and new digital capabilities for paying premium online, a new option for an electronic personal history interview to help expedite the underwriting process, plus three underwriting paths, including a new fluidless option for death benefits up to $5 million, and experienced underwriters for large cases and specialized risks.

To help you manage your business more efficiently, our new-business dashboard allows you to track the processing status and requirements for pending applications.

You also have My PolicyPro, our online interactive tool for anytime access to information and current values for your inforce policies.

And our Inforce Policy Consult Team is available to you for personalized help.

Together it's a customer experience that's designed for more. More digital capabilities. More end-to-end support. And more satisfied clients.

Get ready for a new experience.

See all of our capabilities at allianzlife.com/newexperience.

If you have questions, contact our Life Case Design Team at 800.950.7372.

[On-screen disclosures]

For financial professional use only – not for use with the public.

Product and feature availability may vary by state and broker/dealer.

This content does not apply in the state of New York.

Guarantees are backed by the financial strength and claims-paying ability of Allianz Life Insurance Company of North America.

Products are issued by Allianz Life Insurance Company of North America, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. 800.950.1962. www.allianzlife.com

[End of on-screen disclosures]

Manage your life insurance business more efficiently in all of these ways:

New business

As a part of the new business process, we provide tools and technology to help expedite the application and underwriting process.

Electronic application submission

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.

Allianz underwriting: Accelerated, Boosted, Classic

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)

Learn about our three underwriting pathways (PDF)

ePHI

Clients can complete their personal history interview (PHI) online via a web-based questionnaire – allowing them to complete the questions on their time.

Help your clients through the ePHI process (PDF)

Watch a short training video

Life new-business dashboard

Track recently received applications, overall processing status, and any remaining requirements for pending applications.

E-signature and Manage premium payments (online EFT)

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)

Watch a short e-signature training video

Watch a short Manage premium payments training video

Manage and service your business

Business accounts

From viewing upcoming policy anniversaries to searching for a specific client, you’re able to do it all on one Business Accounts management page.

Use our resource guide for a quick overview (PDF)

Execute an Index Lock or run an Index Lock Report

Leverage our Index Lock Report to see which of your clients may want to consider locking in a current index value.

Log in to the secured site for 24/7 access
Go to accounts in the top navigation
Select Fixed Annuity / Life
Select Index Lock Report under Policy Reports

Submit online allocation changes

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:

Log in to the secured site
Go to accounts in the top navigation
Select Fixed Annuity / Life
Search for the policy by number or insured name
Go to policy details and select Allocation changes

My PolicyPro

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)

Run an inforce illustration via our self-service tool

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:

Log in to the secured site
Choose “create an illustration” under New Business Illustrations

Client self-service features

Your clients also have access to the following self-service features by logging in to 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.)

Set an Index Lock or Auto Lock
Manage premium payments
Make allocation changes
Update contact information
Make beneficiary changes or update other personal information

Best practices and helpful tips

Regardless how you submit business, the following information can help you close business faster.

Application checklist

Use our electronic application checklist (PDF) to collect your client’s information in advance to help expedite the application process.

Illustration at submission

Include an illustration at submission; an unsigned illustration, including Input Summary pages, is required at time of submission.

Underwriting support

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.

Need help in leveraging our full digital experience?

Contact the Life Case Design Team

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

Reach out to the Contact Center

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.

Work more efficiently – from submission to servicing

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