1️⃣ Sign Up to Our Portal.
2️⃣ Your Clients Buy Life Insurance.
3️⃣ You Get Paid.
Protect Your Clients With Life Insurance With Our Cloud Based Referral Software
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We Work With Australia’s Most Reputable Companies
An Effortless Referral Portal For Your Business
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Add your client one at a time or upload up a CSV file & our system will do the rest!
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Use your unique referral link anywhere online
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Powerful in-built tools to help your clients get insured with lightning speed
A Quick & Easy DIY Application Process For your Clients
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Use our powerful, in-built DIY application form with Ai-Insurance Agent
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Add your client one at a time or upload up a CSV file & our system will do the rest!
Track Your Clients Applications (& Your Revenue)
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Track all your referrals, their stages of application & your revenue!
Sign Up
Access Your Own Private Portal to Refer Clients & Obtain Insurance
Add Clients
Add Your Referrals & Track Everything in Real Time
Get Paid
Track Your Referral Payments & Recurring Revenue
All-In-One Insurance Portal For
Parner With Us to Protect Your Clients & Get Recurring Revenue for Life.
See How Much You Could Earn From Referring Your Clients
Our Portal is Free & Automated. Join & Start Referring Today
CASUAL REFERRER
Suitable for advisors who have around 50 clients & want to refer a few clients a month.
Up to 25 Clients
20% Upfront ($7500)
0% Ongoing
ACTIVE REFERER
Suitable for advisors who have around 200 clients & want to refer as many clients as possible.
26-100 Clients
20% Upfront ($30,000+)
20% Ongoing ($10,000+)
PROFESSIONAL REFERRER
Suitable for advisors who have over 200+ clients & want to add a serious revenue stream.
100+ Clients
25% Upfront ($70,000+)
25% Ongoing ($47,500+)
What People Say
Testmonials
Tony's portal is the easiest I've ever used.
Mansorul Haque
Frequently Asked Questions
Will I have to invest a lot of time or “Work” to get referrals?
The short answer is No - You don't have to invest a lot of time at all.
Our system is mostly automated & there are 3 easy ways to refer your clients.
- Use your unique referrers form link or;
- Upload a CSV file of your client list or;
- Add them individually via a simple form
Our portal will do all of the marketing & track everything for you.
What is defined as a “Client”?
A “Client” refers to a person/life insured. A person/life insured with multiple policies or products would be considered 1 client.
Your Client Book would include clients with existing policies who choose to hold their cover and have us act as their Servicing Adviser, these clients are counted toward your Client Book total.
What’s your process like, and how long does it take?
On average, you will see your first referral payment within 30 days .
- You create your free account
- You tell us how you would like to refer your clients (CSV, one at a time, referral link etc)
- Our system will do all the heavy lifting to get your clients insured and over the line
What is a Clawback & how do they work?
Clawbacks we receive from an insurer will reduce any referral commission payable.
Average Referral Payment per client refers to the total revenue generated per client, for all products/policies that client may hold. The figures shown are for illustrative purposes, the average referral payment may be more or less and will depend on various factors related to the product(s) a client purchases.
Avg UF = $1500 = 20% $300 = 25% $375
Avg OG = $500 = 20% $100 = $125
Figures not incl. GST
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