Spot and Refer using AIA Webform | AIA Australia

It's easy to refer your clients to AIA Financial Wellbeing, this short video takes you through the referral webform step by step.

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Hello, in this video

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we’re going to take a look at

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how to refer a client

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to AIA Financial Wellbeing

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It’s nice and simple,

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we’ll take it step by step.

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The first step is to spot your client’s

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need for protection.

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As you know, buying

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a home is a significant life event

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so it’s the perfect time

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to ensure your client’s debt

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and lifestyle are protected

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by speaking with AIA Financial Wellbeing.

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Once you have identified and discussed

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your client’s need for protection,

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begin by opening the AIA webform

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To do this, click on the AIA

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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.

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This will take you to AIA’s Webform.

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Start by entering your client’s

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information.

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Salutation, First name,

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Last name,

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Email address,

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Preferred Phone number

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Note: the Phone number

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should be entered without spaces.

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and State.

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Check with your client

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to make sure the phone number

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and spelling of their name

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and email address is correct.

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When you select State, a menu will appear

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below with available call-time windows.

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Please select your client’s

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preferred time

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to receive a phone call from AIA

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Financial Wellbeing.

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This will increase the chance that AIA

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will be able to contact your client

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at a time

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that is convenient to the client.

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And don't forget to enter your details

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as the broker

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to make sure

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the referral payments come to you.

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Next is a free text field.

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Please note here

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what your client is interested in

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whether that is Life

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Insurance, Health

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Insurance, Financial Advice –

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or a combination of these.

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This will ensure AIA

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directs your client’s enquiry efficiently

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to the right team –

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while also

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respecting any existing

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financial planning relationships

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you may have. Please note:

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this field is only to be used

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to outline the Financial Services

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your client is seeking.

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Please do not enter any client financial

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or personal information in this field.

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The final –

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and very important – step

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is to capture your client’s consent

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by reading the acknowledgement

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to your client.

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When they confirm

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they understand and accept,

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tick the ‘I accept’ box…

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and hit Submit. And you’re done!

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Thank you,

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you have successfully submitted

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your referral to AIA Financial Wellbeing.

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And your client will also receive

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a confirmation email.

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Your client is on their way

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to being protected!

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An AIA Wellbeing Insurance Consultant

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will call your client within

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the next two business days.

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Thanks for watching.

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We look forward

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to supporting your clients

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with their protection needs.

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For more information please refer to the

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FAQs available in your learning platform

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or resource hub.

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Or speak to your business

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development or partnership manager.

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Visit aia.com.au

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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.