Here are some frequently asked questions around using our Adviser Portal. If you require further assistance please call us on 1300 421 060.

 

Registration
 

The portal is in pilot at the moment. You can only access the portal if you’ve received an email invitation to register. This email is only sent to verified advisers.

If you’ve received an email, click the link in the email and it will ask you to set a password and enter a one-time pin which will be sent to your mobile phone.

 

Firstly, make sure you have clicked the ‘Send Code’ button. If you still haven’t received the security code, click the ‘Resend Code’ button.

If the security code still hasn’t arrived, please call us as we may have incorrect details stored for you.

 


Password
 

If you’ve forgotten your password while attempting to log in, click on the “Forgot your password?” link on the login screen and follow the instruction.

If you are already logged in and want to change your password, click on the menu below your name (on the top right corner) and select “change password” from the menu. Fill in the form on the page. You will remain logged in during this process. Once you have logged out, your new password will apply. Use your new password next time you log in.

 

Click on the “Forgot your password?” link on the login screen and fill in your email. Once submitted you should receive an email with a link enabling you to reset your password.

If you don’t receive an email, have forgotten your email address or think you’ve registered with a wrong email address, you will need to contact the support team on 1300 421 060 for further assistance.

 

As a security measure, your account will be locked if you’ve entered an incorrect password 3 times or incorrectly entered a pin 5 times; wait for 15 minutes before attempting to log in again.

 


Client policy data
 

Once you’ve registered, your account still needs to be verified by our teams for security purposes. It can take up to 48 hours for data to synchronise the first time. Please log in at a later time to access your clients' policies & applications.

 

If the data is still not showing, call our support team on 1300 421 060 to see if the registration details have been synchronised correctly.

 

Correspondence can take up to 48 hours to be available in the system. Your clients have to provide access to you to view their correspondence. There may be some instances where clients have not provided you this access and therefore you won’t be able to view their correspondence.

 

If you have started an online application and saved it, you can resume it from the homepage (clicking on the Allianz Retire+ logo), section Saved applications.

You will need to enter:

  • Application ID (This will have been emailed to you when you first saved the application)
  • Policy Owner/Account contact surname
  • Policy Owner/Account contact email address

 

Navigate to the Clients page and trigger the menu at the top of the grid to select Submitted.

 

Submitted applications will be checked by our Operations team. This process can take up to 48 hours to complete, so log in at a later time to access your clients' applications.

 

Our support team is contactable on 1300 421 060.
 

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