Tip: Book Allianz Insurance Directly in AgentMate

Did you know that AgentMate has an integration with Allianz Insurance?

Yes! AgentMate and Allianz Insurance have an ongoing integration that allows users to Quote, Book, and Pay for Allianz policies directly within AgentMate. The integration allows users considerable time savings because the policy is booked, and paid for, directly within the application. This means:

  1. You don’t have to open a second tool to book your policy
  2. You don’t have to enter your passenger information in a second tool
  3. You don’t have to document purchase of the policy for invoicing or commission tracking

In addition to these time-savings benefits, you can set certain policies to be defaults for your agency which can help drive profitability.