AFG brokers will now have access to home, contents, landlord, and motor insurance referrals with Allianz through its Partner Connect program.
Australian Finance Group (AFG) has added long-term insurance partner Allianz to its Partner Connect referral program, giving the ASX-listed aggregator’s brokers a new way to refer clients for home, contents, landlord, and motor insurance.
The partnership enables AFG brokers to make Allianz insurance referrals directly through its BrokerEngine Plus software platform.
As part of the integration, brokers can refer directly within the platform, using existing customer information to avoid duplicate data entry, according to AFG.
Them Lam, AFG chief distribution and marketing officer, said the integration had been designed in a way to reduce the amount of administration required.
“One of the biggest barriers to referrals is the additional administration involved,” Lam said.
“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.”
Meanwhile, Lam said brokers were already having conversations that went beyond the traditional home loan with their clients.
“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,” he said.
“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.”
Moving parts
The partnership is the latest development for the group, which announced the appointment of a new head of sales – broker services in August and priced a $1.2 billion prime residential mortgage-backed securities (RMBS) transaction through its funding subsidiary, AFG Securities, in September.
Speaking to The Adviser in May, AFG general manager of aggregation, Christa Malkin, outlined the company’s key priorities moving forward, including reshaping its service model through the AFG pathways plan and expanding its technology stack.
“What we do as an aggregator and what we will continue to do is evolve on the ground in terms of how we deal with members, we have lots of different types of members within our network, and there is no one size fits all approach,” she said.
Malkin said the group’s technology roadmap was focused on helping members extend their value beyond initial settlements and build more resilient revenue streams.
“There are always going to be things that we continue to bring in to improve that tool, providing more data insights through our Analytics program, and then things like Partner Connect that allow our members to service their clients way beyond the home loan transaction,” Malkin said.
[Related: AFG brokers post record half-year volumes in 1H26]
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