Supporting your success – from submission to servicing

HandshakeHandshake

We’re here to help make your life insurance sales process as smooth and seamless as possible. Bookmark this page for resources that can help increase your productivity, improve your clients' experience, expedite the application process – and get your life insurance policies issued faster.

PenPen

New business

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

Online application submission

Prepare and submit applications online via ApplyNOW with the right forms every time, built-in suitability guidance, and e-signature. Completed applications are delivered to Allianz and your client.
LaptopLaptop

Manage and service your business

We make managing your inforce business easier with consolidated access to your book of business, online self-service tools, and more.

Execute an Index Lock or run an Index Lock Report

Easily create an Index Lock Report to see which of your clients may want to consider locking in a current index value.

  1. Log in to the secured site for 24/7 access
  2. Go to Accounts in the top navigation
  3. Select Index Lock Report under Reports
  4. Review lock opportunities and execute a lock or set targets as requested by clients2

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.3 (Be sure your client has given authorization for you to elect these changes on their behalf.)

To submit allocation changes online:
  1. Log in to the secured site
  2. Go to Accounts in the top navigation
  3. Search for the policy by number or insured name
  4. Go to policy details and select Allocation Changes

Best practices and helpful tips

To help you close business faster, here are some tips to help you navigate our processes.
2

Include an illustration at submission

An unsigned illustration, including Input Summary pages, is required at time of submission.
3

Prep clients for the ePHI and underwriting

The sooner your client completes the PHI, the faster we can start underwriting the policy. Share the "Underwriting made easy" flier with your client to prep them for the ePHI and underwriting process. If they elect to use the phone PHI, have them call to schedule an appointment as soon as possible.
Video CameraVideo Camera

IUL and product training hub

Watch these short educational resources to enhance your knowledge of our products and features.

1 Available to individual owners who are also the insured and payor on their life policy.

2 You may only request a lock on behalf of your client if they have provided authorization for you to do so to Allianz.

3 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.

Indexed universal life insurance (IUL) provides a death benefit that is generally paid income-tax-free to beneficiaries, as well as accumulation potential that can be used for various financial needs.

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

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

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

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

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