How it works?
Step 1: Initial Set up
We start off the process with an initial meeting to get to know each other and develop a relationship. During the meeting an overview of the sign-up process and how the agreement will work will be covered. If both parties wish to proceed, you will sign an introducer agreement so that we can register you as an Appointed Representative.
Step 2: Start Recommending
Once we are all set up and ready to go you can then recommend your clients to us via various channels making sure to let us know it was via yourself.
Step 3: Quotation
We will then provide the client with the relevant advice and quotation tailored to best fit their needs. Once they review and accept this we will provide all their documents and polices.
Step 4: Get Paid!
Once the new client has paid their invoice and the insurer accounts have been settled we will then pay you our agreed commission directly to your account.
