Mortgage brokers can now refer clients for home, contents, landlord and motor cover without leaving BrokerEngine Plus
Australian Finance Group (AFG) has added Allianz to its Partner Connect referral program, giving mortgage brokers a direct way to refer clients for home, contents, landlord and motor insurance through its BrokerEngine Plus platform.
Allianz, already a long-term AFG insurance partner, is now available through Partner Connect and directly inside BrokerEngine Plus. Brokers can start a referral using customer details already captured during the lending process, without switching systems or re-entering information. They can also track referral progress and commission status within the platform.
Them Lam (pictured), chief distribution and marketing officer at AFG, said the integration reflects conversations brokers are already having.
“Brokers are already having conversations with their clients that extend well beyond the mortgage. Whether someone is buying a home or financing a new car, insurance is often part of that conversation. By bringing Allianz into Partner Connect, we’re giving brokers another way to support clients at key moments while creating value from the relationships they’ve already built,” Lam said.
Lam said administration is the main reason referral opportunities are missed.
“One of the biggest barriers to referrals is the additional administration involved. When brokers have to switch systems, re-enter customer information or complete separate forms, it’s easy for an opportunity to fall by the wayside. By integrating Allianz referrals into BrokerEngine Plus, we’re helping brokers act on those opportunities when they arise, without adding unnecessary steps to their day,” he said.
AFG will support the rollout with broker education, webinars and in-platform communications. These are intended to help brokers identify relevant insurance referral opportunities and use the new integration.
Allianz joins a program that has steadily expanded since AFG launched its Partner Connect referral program. Partner Connect consolidated AFG’s existing spot and refer programs into a single platform, with Broli Finance and Marketplace Finance among its launch partners.
AFG’s foundation partners also included AIA Financial Wellbeing, which provides life and health insurance products along with financial advice. The aggregator later appointed Ross McDougall to grow Partner Connect.
