Customer Referral Form

Please complete the following form.

File type must be PDF and under 8MB

APPOINTMENT

If you wish to book a quote appointment for your client with one of our advisers, please do so using the zoom link within the form.

CUSTOMER HAND-OUT

Email your customer a copy of this First2Protect Hand-Out

SUCCESSFUL SUBMISSION

If you are not presented with a message advising we have received the referral, please call us immediately.

CONTACT US

If you have any questions, please contact Rob Hole and Matt Voysey on businessdevelopment@first2protect.co.uk or 01392 849856.

OUR SERVICE

You will receive:

  • Automated update emails, including a weekly summary.
  • Renewal commission at the same rate of commission as new business.

Your customer will receive:

  • A call at the requested time. Calls take approximately 15 minutes. 
  • Friendly expert advice, helping them choose the right cover for their needs.
  • Comprehensive cover, so they are covered if they need to make a claim.
  • Free confirmation of cover to solicitors if required, this avoids any delays with the exchanges of contacts/date of entry.
  • Our cheapest available insurer at renewal automatically, we renew at around 85%.

THANK YOU

We look forward to helping your customer and growing your book of GI income.

REFERRAL GUIDE

Read our helpful Referral Guide for more information on our service.

PRIMIS ONLY

COMMISSION RECONCILIATION PROCESS - Complete this Referral Workflow on Toolbox to reconcile your commission payment.

TOOLBOX REFERRAL BUTTON - Alternatively referrals can be submitted directly via Toolbox.  Process guide here