Problem
Efficient organization of time-consuming onboarding process
Allianz Nederland partners with independent intermediaries and advisers who offer insurance on their behalf. New intermediaries sign up every year who want to offer Allianz products to their customers.
When a new intermediary registered with Allianz, a PDF document was previously filled in manually. This document was then manually validated at Allianz by various employees and departments throughout dozens of external organizations. A very time-consuming and expensive process that Allianz wanted to set up more efficiently.


Solution
Time gain with a smart form
The processing of new intermediaries is now largely done digitally. The PDF form has been replaced by an online Diamond form. During the completion of the application, many checks automatically take place via external systems. The details of the intermediary are validated by, among others, the Chamber of Commerce, the AFM and Sanction Platform. Legally required screenings are also performed immediately. The data is then forwarded to Allianz.
This new process puts significantly less pressure on the back office employees. While the checks initially took a few days, many checks now take place immediately when the form is filled in. This speeds up the process by 50%. In addition to faster answering of the request, there is now also time to optimize the service towards the intermediaries.
Features
The following functionalities were the deciding factor for Allianz to start using Diamond
View all integration options
Implementation
Get started right away
Due to the intuitive interface of Diamond, the system can be used without a manual. The correct questions can easily be dragged onto the form and additional validations and checks can be set per question.


Implementation
Digital security 100% guaranteed
Meeting high security and compliance requirements is important to Allianz. The fact that safety and compliance are vital parts of Diamond made the choice even easier.
Implementation
Professional support
For the one time set up of the checks with external systems, Allianz called in the help of an experienced Diamond consultant. All connections have been set up and tested together on location at Allianz. By carrying out this step together, Allianz now has sufficient in-house knowledge to add new links itself.
Implementation
Wishes are listened to
During onboarding, Allianz asks the intermediary to send privacy-sensitive information, such as proof of identity. This type of data is already encrypted and stored illegally by Diamond. Allianz would like to go a step further and has expressed the wish to be able to remove attachments from a response when they are no longer needed. A nice functionality that has directly been added to the Diamond roadmap.