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  • Referral Form

Customer Referral Form

Please complete the following form.

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APPOINTMENT

Please provide a 1-hour appointment date/time so we call when it’s convenient for your customer.

Opening Hours: Mon - Thurs 09.00 - 18:30, Fri 09:00 - 17:30

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.

COMMISSION RECONCILIATION PROCESS (PRIMIS ONLY)

Complete this Referral Workflow on Toolbox to reconcile your commission payment.

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Part of the LSL property services plc group

First2Protect Insurance Services is a trading name of First2Protect Limited, an appointed representative of PRIMIS Mortgage Network, a trading name of First Complete Ltd, which is authorised and regulated by the Financial Conduct Authority (FRN:435779) for mortgage and non-investment insurance advice. First2Protect Limited is registered in England at Howard House, 3 St Mary’s Court, Blossom Street, York YO24 1AH. (number 09014795). VAT number: GB 842 7959 83.
*Calls are recorded to meet our regulatory obligations and for training/monitoring purposes.
The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.