QuoteMax - AgentMax Agent Booking Hyperlink (Allianz)

When we receive a request form for a QuoteMax link from an agent, follow the steps below:

  1. Log into AgentMax using the shared login from LastPass.
  2. Click Administration from the homepage: 
  3. Click on the F027454 ACCAM code
  4. Click QuoteMax
  5. Enter/Select the following details from the QuoteMax request form for the agent:
    1. Agent ID/Code
    2. Web version or Email Version
    3. Multiple Products: Select Yes
    4. Background Image: Ocean or Trees (Only an option if the agent selected to receive the web version)
    5. Layout: Portrait or Landscape (Only an option if the agent selected to receive the web version) 
  6. Once you have entered/selected the agent's preferences, click Create.
  7. Send the agent their hyperlink using the QuoteMax canned response.
  8. Category: Supplier -- Sub-Category: Login/Password