Referral Partner Portal
No authorisation or ongoing training, EVER!
✅ Access to fully underwritten retail Life Insurance products
✅ Clients can choose to pay premiums personally, via Super or SMSF
Track Your Clients Progress (& Your Revenue)
✅ Track all your referrals, their stages of application & your revenue
✅ Choose whether or not you receive revenue from your referred clients
✅ Transparent client progress to ensure you meet your compliance obligations
A Quick & Easy DIY Application Process For Your Clients
✅ No marketing or sales calls
✅ No fact finding or personal advice
✅ Clients use our powerful, in-built, DIY insurance application form
✅ Automated sales process and experienced staff to assist your clients
✅ Clients receive factual information only which enables them to make an informed decision that is right for them
An Effortless Referral Portal For Your Business
✅ Use your unique referral link anywhere online
✅ Powerful in-built tools to help your clients get insured, fast!
✅ Add your clients one at a time or upload a client list & our system will do the rest