Press release -
Allianz unveils Smart Broker Brief and enhanced QuoteSME platform
The introduction of Smart Broker Brief and upgrades to the QuoteSME platform mark a pivotal step in Allianz's commitment to supporting brokers with innovative tools and resources on its digital trading platform.
The Smart Broker Brief is a tool that leverages the power of Allianz insights to provide brokers with a deeper understanding of their customers. This new resource is designed to encourage more confident and insightful conversations with clients, particularly around critical issues such as underinsurance. By using more than 40 unique data points from internal and external sources, the Smart Broker Brief reduces preparation time, allowing brokers to focus on supporting clients.
Key benefits of the Smart Broker Brief include:
- Efficient Preparation: access to additional client insights streamlining preparation and enabling brokers to spend more time engaging with clients.
- Risk Identification: Highlights potential underinsurance and other risks.
- Risk Management Guidance: Supports brokers in sharing advice on risk mitigation.
- Confident Conversations: Empowers brokers to lead discussions with assurance and precision.
The Smart Broker Brief is initially available for quotes and renewals via email for customers with packaged policies, with a second release set to offer the tool at the point of quote for all customers.
In tandem with the Smart Broker Brief, Allianz has introduced a series of enhancements to its QuoteSME platform, a digital quote-and-buy service for SME businesses. These updates are informed by broker feedback and aim to simplify the quoting process while providing clearer insights.
Notable upgrades include:
- Smart Search Bar: Facilitates faster and more intuitive lookups.
- Modern Interface: Offers a cleaner and more contemporary user experience.
- Mini Fleet Workflow: Redesigned vehicle entry allows for bulk additions and streamlined viewing.
- Sums Insured Confirmation Page: Compares estimated rebuild values with typical ranges to flag potential underinsurance at the quote stage.
These improvements ensure brokers have the tools they need to address underinsurance early in the quoting process, aligning closely with the goals of the Smart Broker Brief.
Both the Smart Broker Brief and QuoteSME enhancements are now live, reflecting Allianz's dedication to making trading easier, faster, and more valuable for brokers and their customers. By providing actionable insights and streamlined processes, Allianz empowers brokers to deliver exceptional service and drive meaningful conversations.
Alex Ktenidis, Head of Digital Trading and ALP at Allianz UK, said: “"At Allianz, we are constantly listening and acting upon broker feedback to make digital trading as easy as possible for our partners and clients. Our Smart Broker Brief and QuoteSME platform upgrades bring the strength of Allianz insights to our brokers and streamline processes so our partners can spend more time on what it is most important, delivering exceptional service and outcomes for their customers."
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About Allianz Holdings plc
Allianz Holdings plc is the non-regulated holding company which owns the principal insurance operations of Allianz SE in Great Britain including Allianz Insurance.
About Allianz
The Allianz Group is one of the world's leading insurers and asset managers with around 128 million* private and corporate customers in nearly 70 countries. Allianz customers benefit from a broad range of personal and corporate insurance services, ranging from property, life and health insurance to assistance services to credit insurance and global business insurance. Allianz is one of the world’s largest investors, managing around 776 billion euros** on behalf of its insurance customers. Furthermore, our asset managers PIMCO and Allianz Global Investors manage about 1.9 trillion euros** of third-party assets. Thanks to our systematic integration of ecological and social criteria in our business processes and investment decisions, we are among the leaders in the insurance industry in the Dow Jones Sustainability Index. In 2024, over 156,000 employees achieved total business volume of 179.8 billion euros and an operating profit of 16.0 billion euros for the group.
* Including non-consolidated entities with Allianz customers.
** As of December 31, 2024.
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These assessments are, as always, subject to the disclaimer provided below.
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This document includes forward-looking statements, such as prospects or expectations, that are based on management's current views and assumptions and subject to known and unknown risks and uncertainties. Actual results, performance figures, or events may differ significantly from those expressed or implied in such forward-looking statements.
Deviations may arise due to changes in factors including, but not limited to, the following: (i) the general economic and competitive situation in the Allianz’s core business and core markets, (ii) the performance of financial markets (in particular market volatility, liquidity, and credit events), (iii) adverse publicity, regulatory actions or litigation with respect to the Allianz Group, other well-known companies and the financial services industry generally, (iv) the frequency and severity of insured loss events, including those resulting from natural catastrophes, and the development of loss expenses, (v) mortality and morbidity levels and trends, (vi) persistency levels, (vii) the extent of credit defaults, (viii) interest rate levels, (ix) currency exchange rates, most notably the EUR/USD exchange rate, (x) changes in laws and regulations, including tax regulations, (xi) the impact of acquisitions including related integration issues and reorganization measures, and (xii) the general competitive conditions that, in each individual case, apply at a local, regional, national, and/or global level. Many of these changes can be exacerbated by terrorist activities.
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