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Online inquiry workflow

> Customer

  • Attention
    Customer login: enter any policy number and initial password, check code. After first login, the system will prompt customer to change password;
  • To handle investment-linked account conversion online, the customer needs to enter “Transaction password” (call 800/400 customer service hotline to apply) to authenticate identity
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  • Tips - Points of attention for applying to handle alteration procedures
    Provide customers with customized service information: birthday greetings, premium payment reminding, reminding of policy invalidation, and prompting of information about last login
  • Policy information inquiry: basic policy information, customer personal information, agent information, and premium payment record
  • Investment-linked / universal account changes: monthly fee deduction record, account value and investment-linked account transaction record
  • Business handling history inquiry: policy alteration history, claims history record, and policy loan record
  • Self-help service: change contact information (address, telephone number and E-mail address), investment-linked policy account conversion, online claims application and customer center form download, (claims application form), and customer center service guide
  • Online interaction: feedback online customer service center use experience and suggestions for improvement, and make evaluation of Allianz’s overall service level.
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