Please provide an appointment date and time using the drop-down boxes so we call when it’s convenient for your customer.
Opening Hours: Monday to Thursday 09.00 - 18:30 and Friday 09:00 - 17:30
Email your customer a copy of this First2Protect Hand-Out
If you are not presented with a message advising we have received the referral, please call us immediately.
If you have any questions, please contact Rob Hole and Matt Voysey on email@example.com or 01392 849856.
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%.
We look forward to helping your customer and growing your book of GI income.
Read our helpful Referral Guide for more information on our service.
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.