Personal referrals, supported by advisers
Allianz Défense & Sécurité adapts referrals to defence and security communities. The adviser remains the referring client’s contact, while Coup de Poing coordinates rewards, communications and information for the network and its regional managers.
A MERCI card to recognise the recommendation.
The programme’s extension to the Defence & Security network.
Referring clients, advisers and regional managers.
Building on trust within communities
Military personnel, gendarmes, police officers and other security professionals share specific working realities. The programme gives peer recommendations tangible recognition. It also addresses an organisational need: giving each adviser useful information and regional managers a view of activity within their area.
Recognising the referrer, continuing the relationship
Once a referral is validated, a €20 MERCI card is prepared for the referring client. The handover is arranged with the adviser. This contact places the reward within a personal relationship, supported by personalised documents and messages consistent with the Allianz identity.
One journey, information tailored to each audience
- 01
Validate the referral and match the client to their adviser and the right regional area.
- 02
Prepare the card and the personalised letter accompanying its handover.
- 03
Inform the referrer and adviser; send the relevant summary to the regional manager.
- 04
Monitor the campaign, generated documents and any customer service requests.
Scaling operations while keeping control
The monthly operations dashboard consolidates client, adviser and regional files, then coordinates orders, letters and communications. Batch processes can resume after an interruption. Documents are checked before campaigns are prepared, helping identify missing items and duplicates.
Giving the network visibility
Advisers receive personalised information for their referring clients. Regional managers receive a consolidated view of their activity. Monthly history and dashboards enable teams to monitor trends and identify operations requiring particular attention.
One promise at every level
Recognition for referring clients, adviser support and regional monitoring all rely on a shared process. Coup de Poing provides this operational continuity: prepared data, checked documents and coordinated communications supporting a trusted relationship.
