Applying for an agency

Important

We're no longer accepting new agency requests.

If you’d like any more information about AIG Life’s integration with Aviva, please visit our FAQs.

FAQs

Questions you may have

What’s the difference in agent, agent admin and super user access?

Agent – this’ll be the adviser or consultant who sell protection policies. The agent is deemed to be the “owner” of the case. Advisers will only have access to their own policies.

Administrator - this will be an administrator, paraplanner or sales support person who is allowed to work on behalf of an agent. This type of user can search for, load, update or submit business on behalf of any agent for whom this user has been assigned the agent admin access. This access allows administrators to use their own independent login details to access the system, without having to share logins with any agents.

What’s the difference in agent, agent admin and super user access?

Agent – this’ll be the adviser or consultant who sell protection policies. The agent is deemed to be the “owner” of the case. Advisers will only have access to their own policies.

Administrator - this will be an administrator, paraplanner or sales support person who is allowed to work on behalf of an agent. This type of user can search for, load, update or submit business on behalf of any agent for whom this user has been assigned the agent admin access. This access allows administrators to use their own independent login details to access the system, without having to share logins with any agents.

Super user – this allows an adviser to submit business under their own name, but also view and work on behalf of other agents’ business.

Can I see commission details for a specific policy?

Yes. Accessing an active policy will take you to our online servicing system (OLS). From here you can see the details of your clients cover and make changes such as amending their contact or payment details; cancelling or restarting a cover.

You’ll also be able to see details around commission for specific covers including the initial commission amount, renewal amount, start date and any potential clawback.

Novations

A novation is the movement of any policy or entity (AR company, branch, user) underneath a Directly Authorised firm to another Directly Authorised firm. This also moves the liability of the policies between said Directly Authorised firms. In order to novate, business requests should be sent to the Agency Team. The request must come on the principal firm's letterhead and be signed by an authorised individual, dated within 30 days of the request. We also require the following information from both receiving and rescinding firms;

  • If servicing is to be transferred or not
  • If renewal commission is to be transferred or not
  • If unearned indemnity liability is to be transferred or not
  • If pipeline business is to be transferred or not
  • If users/ advisers are to be transferred or not
  • What is to be transferred e.g. company, user, children, policies