Refer a client for insurance support
Answer a few quick questions to help direct your client to the right AIA Financial Wellbeing pathway — from Personal Advice through to the digital Quote and Application Tool.
One adviser front door
A single starting point that routes to the right team based on client need.
Three clear pathways
Personal Advice, Digital QAT, or Wellbeing Insurance Consultant.
Direct handoff
Salesforce, calendar bookings, and QAT — no manual paperwork.
Who are you referring?
Capture basic referral details so the AIAFW team can pick up where you left off. Nothing here triggers contact with the client until you confirm consent.
Is your client clear on the type and amount of insurance cover they need?
Your answer determines whether this referral routes to Personal Advice or General Advice.
AIAFW Financial Planner consultation
Because your client needs help understanding their insurance needs, they should be booked with an AIA Financial Wellbeing Financial Planner. A Planner will assess their circumstances and recommend appropriate cover.
Book a Financial Planner consultation
Select an available time. The booking is confirmed in Salesforce and a confirmation email is sent to your client.
May 2026
Consultation booked
Your client's consultation with an AIA Financial Wellbeing Financial Planner has been booked. A confirmation email with calendar invite has been sent to Priya, and the referral has been logged in Salesforce.
The Financial Planner will review the referral and contact Priya 15 minutes before the appointment.
Referral sent to triage
No suitable appointment time was selected. Your referral has been sent to the AIAFW triage team, who will contact Priya within 2 business days to arrange a suitable consultation.
The triage team will reach out to Priya directly — you'll receive a Salesforce notification once the appointment is booked.
How would your client prefer to continue?
Because your client is clear on what cover they want, they can either complete the application digitally or speak with a consultant.
Quote and Application Tool (QAT)
Because your client knows the type and amount of cover they want and is comfortable continuing digitally, they can proceed directly to the Quote and Application Tool. They'll receive a personalised link and can complete their application at their own pace.
Continue to Quote and Application Tool
Your client can now continue through the digital quote and accept experience. We'll email Priya a secure personalised link to complete her application — pre-filled with the referral details you provided.
Quote and Application Tool
Secure link will be sent to priya.sharma@email.com
You can monitor progress through your adviser dashboard. If Priya drops out, a WIC will pick up the follow-up.
Digital dropout follow-up
If your client drops out of the Quote and Application Tool partway through, their details will be passed to a Wellbeing Insurance Consultant (WIC) for follow-up. The WIC will reach out within 2 business days.
Client name, contact details, QAT progress, dropout point, and adviser context — all surfaced in Salesforce.
Wellbeing Insurance Consultant (WIC)
Because your client knows the type and amount of cover they want but prefers to speak with someone, book a phone consultation with a Wellbeing Insurance Consultant. The WIC will walk Priya through her chosen cover and complete the application by phone.
Book a Wellbeing Insurance Consultant call
Select an available phone consultation slot. The booking is confirmed in Salesforce and a confirmation text is sent to your client.
May 2026
Phone consultation booked
Your client's phone consultation with a Wellbeing Insurance Consultant has been booked. A confirmation SMS and email have been sent to Priya, and the referral has been logged in Salesforce.
A WIC will call Priya at the scheduled time. They'll walk her through her cover and complete the application by phone.
Referral sent to WIC team
No suitable appointment time was selected. Your referral has been sent to the Wellbeing Insurance Consultant team, who will contact Priya within 2 business days to work through a suitable solution.
A WIC will reach out to Priya directly — you'll receive a Salesforce notification once contact is made and a consultation is booked.