quotation systems for brokers and IFAs

client referrals

Step 1: You send us your client's details

Complete a simple data capture form and send it to us by e-mail, fax or post. Pass one of our business cards onto your client, so they'll know to expect our call.

Step 2: We'll contact your client

One of our Client Referrals team will contact your client at the time of day that you've told us is convenient for them. We'll ask the client for a few more details to provide them with a guaranteed quote.

Your client can then choose whether or not to buy their insurance over the telephone right then, or they may take some time to think about it.

Step 3: We'll advise you what your client decides to do

We'll email you at each stage of sales process to let you know if your client...

• has taken up insurance with us
• is considering the quote
• or has decided not to proceed

Step 4: What we do after your client has made their decision

If your client decides to takes out insurance with us we'll email confirmation of cover to them on the same day, and advise you of their premium and your commission.

If your client decides not to take out insurance with us we'll advise you of this and arrange to contact your client again when their policy is due to renew.

To get started...

Click here to use our Online Introduction System