Customer Referral Form

Please complete the following form.

Firm Name

Adviser Name

Customer Name (Title, First Name, Surname)

Customer Telephone Number

Property to be insured Postcode

Correspondence Postcode

Customer Email

Attach file e.g. survey report

Best time to call

Morning (9am - 12pm) Afternoon (12pm - 5pm) Evening (5pm-6.30pm) Please bear in mind evening requests are very popular. Depending on volume, we may require some to be called in the morning or afternoon

Other useful information e.g. Joint Proposer details

By ticking this box, you confirm you have read the privacy policy and that the customer has consented for their data to be passed to First2Protect Insurance Services for the purpose of phoning them to provide an insurance quotation

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 [email protected] 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.