How to use Allianz QuoteSME

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1 Allianz Insurance plc Step-by-step guide How to use Allianz QuoteSME What is QuoteSME? QuoteSME is our e-trading platform that gives brokers 24/7 online access to quote, buy, adjust and renew policies from our Complete range of products. Why use QuoteSME? Ease of use we send documentation immediately after cover is taken out and the process is quick and simplistic Choice a broad digital product range with Defaqto five star cover Convenience package products to meet your clients needs Security Average Free Live provides additional insight Confidence we utilise data enrichment to expand our underwriting footprint and competitive pricing. Underwriting support QuoteSME is supported by our team of over 200 SME underwriters. With extensive knowledge of our products and services, our team can access quotes in real-time and provide the expert service you need. Qualified underwriters with decision-making authority 90% of referrals handled during first contact Senior underwriters on-hand for complex queries Multiple contact points Live-Chat, telephone and Software house support for cases outside of QuoteSME. Our products The following products are available via QuoteSME: Complete Business* Average free Complete Office* Average free Complete Property Owner* Average free Complete Flatowner* Average free Complete Retailer* Average free Complete Contractor* Average free Complete Mini Fleet* Complete Directors & Officers Complete Professional Indemnity Complete Cargo. Our UK based team is available 09:00 17:00 Monday to Friday should you require assistance: Tel: sbt@allianz.co.uk Live-Chat: via QuoteSME EXPERT RATED * rated five star Defaqto GENERAL INSURER OF THE DECADE QuoteSME Best Use of Technology to Improve the Broker Experience. QuoteSME Best Insurer Extranet: Insurance Times E-Trading Broker Insight Report 2017.

2 Step by step guide on using QuoteSME How to register with QuoteSME in four easy steps. 1 You can get a QuoteSME log in by going to and clicking register. There is a four step process to registering. Click here to register 2 To start the registration process you will need to agree to the terms of use, and then press Next. Click here to agree to the terms of use 3 You will then be taken to a screen where you need to register your details. Once completed, click Next to continue. Click Next Any field with a * next to it is compulsory information.

3 4 Next you will need to validate your account by inputting your valid commercial account number (this should only contain numbers) and your postcode. Next, we will validate that this an acceptable account number and then will ask for a policy number and corresponding renewal date. (unless there are no policies live in which case it will not ask.) Once this step is completed you will receive your username and password and an confirmation of your registration. You are now ready to use QuoteSME. How to log on to QuoteSMe and get a quote You may want to save as a favourite. To log on to QuoteSME please visit: 1 Click the green Login button and then enter your address and password that you receieved and click Login to access QuoteSME. Click here to login 2 Once logged in you will have access to all the Allianz SME products. You can obtain a quote by clicking on the line of business in the images at the bottom, or by clicking on Get Quote and selecting the product you want. Click Get Quote here Select an SME product for a quote here

4 3 You will then be asked to complete a series of questions based on the risk. Once this is complete you can click through to the next screen. If you are not sure what a field means you can press the? button to the right hand side of it for an explanation. 4 Here you will be given a list of assumptions that you will need to read through carefully. At the end, you will need to click Agree if you wish to proceed with the quote. Click here to agree 5 Complete the Premises Details and click through to the Additional Covers section.

5 6 Complete the Additional Covers section and click through to the Claims History. 7 Complete the Claims History and then click through to see the quote. 8 Retrieving your quote: Your quote will be outlined on the screen. Here you have the option to Amend the details you have just entered, or Go On Cover to proceed with the quote. You can also documents to yourself or a client. Click green to go on cover Click blue to amend The above journey shown for Complete Office is the same for all products. QuoteSME Live-Chat What is QuoteSME Live-Chat? QuoteSME Live-Chat provides another route to contact Allianz underwriters immediately. It works like instant messenger, making it easy to chat to us. We receive on average 5,500 chats each month from brokers!

6 How to access Live-Chat! 1 Log in to QuoteSME. Hover or click over on the right hand side in the centre of the screen until you see a small green box appear that says Live-Chat. Click onto Live-Chat to get instant access to an Allianz underwriter. Click here for Live-Chat 2 A separate window will appear. Enter your details where prompted and click on Start Chat. Click here to start chat 3 If Live-Chat is red this means an Allianz underwriter is not currently available. Allianz underwriter unavailable It is useful to know that on every page of the set up process you can click contact details at the bottom to contact the QuoteSME helpdesk team. (Available between 8am-6pm, Monday-Friday). Our UK based team is available 09:00 17:00 Monday to Friday should you require assistance: Tel: sbt@allianz.co.uk Live-Chat: via QuoteSME ACOM7175_ Allianz Insurance plc. Registered in England number Registered office: 57 Ladymead, Guildford, Surrey GU1 1DB, United Kingdom. Allianz Insurance plc is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Financial Services Register number