APPOINTMENT
Please provide a 1-hour appointment date/time so we call when it’s convenient for your customer.
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.
COMMISSION RECONCILIATION PROCESS (PRIMIS ONLY)
Complete this Referral Workflow on Toolbox to reconcile your commission payment.