Customer Referral Form
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 HAND-OUT
If you are not presented with a message advising we have received the referral, please call us immediately.
CONTACT US
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 GUIDE
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.