Transcript

Spot and refer - using the AIA webform

17 April 2024
Transcript
It's easy to refer your clients to AIA Financial Wellbeing, this short video takes you through the referral webform step by step.
00:00
Hello, in this video
00:02
we’re going to take a look at
00:03
how to refer a client
00:04
to AIA Financial Wellbeing
00:07
It’s nice and simple,
00:08
we’ll take it step by step.
00:11
The first step is to spot your client’s
00:13
need for protection.
00:14
As you know, buying
00:16
a home is a significant life event
00:18
so it’s the perfect time
00:20
to ensure your client’s debt
00:22
and lifestyle are protected
00:24
by speaking with AIA Financial Wellbeing.
00:27
Once you have identified and discussed
00:29
your client’s need for protection,
00:31
begin by opening the AIA webform
00:34
To do this, click on the AIA
00:37
Webform link housed
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within the AIA
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section of your partner
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or learning portal.
00:42
This will take you to AIA’s Webform.
00:45
Start by entering your client’s
00:47
information.
00:48
Salutation, First name,
00:51
Last name,
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Email address,
00:56
Preferred Phone number
00:58
Note: the Phone number
01:00
should be entered without spaces.
01:03
and State.
01:05
Check with your client
01:06
to make sure the phone number
01:07
and spelling of their name
01:08
and email address is correct.
01:10
When you select State, a menu will appear
01:13
below with available call-time windows.
01:16
Please select your client’s
01:17
preferred time
01:18
to receive a phone call from AIA
01:20
Financial Wellbeing.
01:23
This will increase the chance that AIA
01:24
will be able to contact your client
01:26
at a time
01:27
that is convenient to the client.
01:30
And don't forget to enter your details
01:32
as the broker
01:33
to make sure
01:34
the referral payments come to you.
01:36
Next is a free text field.
01:38
Please note here
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what your client is interested in
01:42
whether that is Life
01:42
Insurance, Health
01:44
Insurance, Financial Advice –
01:46
or a combination of these.
01:48
This will ensure AIA
01:49
directs your client’s enquiry efficiently
01:52
to the right team –
01:53
while also
01:54
respecting any existing
01:55
financial planning relationships
01:57
you may have. Please note:
01:59
this field is only to be used
02:01
to outline the Financial Services
02:03
your client is seeking.
02:05
Please do not enter any client financial
02:07
or personal information in this field.
02:11
The final –
02:11
and very important – step
02:13
is to capture your client’s consent
02:15
by reading the acknowledgement
02:17
to your client.
02:19
When they confirm
02:20
they understand and accept,
02:22
tick the ‘I accept’ box…
02:25
and hit Submit. And you’re done!
02:29
Thank you,
02:30
you have successfully submitted
02:31
your referral to AIA Financial Wellbeing.
02:34
And your client will also receive
02:37
a confirmation email.
02:38
Your client is on their way
02:40
to being protected!
02:41
An AIA Wellbeing Insurance Consultant
02:43
will call your client within
02:45
the next two business days.
02:47
Thanks for watching.
02:49
We look forward
02:50
to supporting your clients
02:51
with their protection needs.
02:53
For more information please refer to the
02:56
FAQs available in your learning platform
02:58
or resource hub.
03:00
Or speak to your business
03:02
development or partnership manager.
03:04
Visit aia.com.au
03:06
to learn more about AIA life insurance,
03:09
health insurance, AIA Vitality

Copyright © 2024 AIA Financial Services Pty Limited (ABN 68 008 540 252, AFSL 231109), trading as AIA Financial Wellbeing. All rights reserved. This information is current at the date of this publication and is subject to change. This provides general information only, without taking into account factors like the objectives, financial situation, needs or personal circumstances of any individual and is not intended to be financial, legal, tax, health, medical, nutritional or other advice. Before acting on the information in this publication, individuals should consider its appropriateness having regard to such factors.