Allianz producer workspace

Last reviewed: 2026-10-12

The Allianz producer page combines the producer profile, contract workspace and Agent Assist. Open a Case with the Allianz producer servicing record type. The page shows financial context after the approved producer verification is recorded.

Agent 4873 calls create their workspace automatically. Verified transfers supply the authorized contract and actual call summary before the representative is offered the call. Unverified transfers keep policy details hidden. Use the Support Services instructions for the current DCC app.

During the call

Agent Assist starts with the transfer summary and offers guidance as the conversation progresses. Expand Call Transfer Summary to review what was covered before transfer. Use the question box to ask Agent Assist about the current request; typed questions do not become caller speech.

If the caller reports difficulty understanding, the speaking tips offer Turn on English Enhancement. The control applies to the active call. The on badge appears after the audio processor confirms activation. You can switch it off from that badge or use the existing Call Settings controls.

Your Pace shows words per minute measured from recent timed speech. It waits until enough speech is available; an empty value does not mean zero. The displayed target is a coaching cue.

Prepare an illustration

  1. Select Start Illustration Request.
  2. Review the amount and frequency, start date, duration, allocation and purchase payments captured from the conversation. You can edit any input.
  3. Review dates marked Suggested. For example, “the beginning of next month” is interpreted using the workspace's reference date.
  4. Confirm the inputs and modeling assumptions with the producer, then check the confirmation box. Editing an input requires confirmation again.
  5. Use Save Draft, or Submit Request when all inputs are ready.

The form retains manual edits even if later speech proposes a different value. A save error retains the inputs for retry. If another tab changed the saved draft, refresh before saving again.

A successful demo submission displays a DEMO-IFR-… reference and creates a tracking Task. The secure producer portal is the selected delivery route. The demo does not send or generate an insurer document.

Finish the call

Review any supplied pending action and the closing recap. Open Call Wrap-Up or Mark Complete opens the existing wrap-up modal. Review the summary, Case fields and recommended actions, and select the required Case Reason. After submission, the modal proposes a Closed status. Mark as Complete saves the reviewed notes and disposition, completes the Voice activity and creates Tasks for selected recommended actions. Opening the modal does not itself close the Case. The close button returns to the workspace without completing it.