Win-win partnerships: How insurance referrals expand your value proposition

In today’s digital world, the long and tedious insurance referral processes advisers were traditionally used to have been long been forgotten about.

If you’re not offering GI, then referring to insurtech businesses will be a seamless, digital solution that enhances your own value proposition, here’s why…

Digital-first for digitally minded clients

Technological advances in this space mean referrals are a seamless extension of our partners’ businesses and they’re proving to be the solution for many who want to keep hold of the customer without doing the leg work.   

Referrals take as little as 30 seconds via a quick online form fill and from there on in, communications are delivered digitally to clients meaning customers are able to buy their cover at their convenience through a simplified journey than can be completed in under a minute – significantly quicker than the price comparison sites they may be used to.

Transparent, accessible and hassle-free

Historically, advisers lost sight of a referral once submitted but there’s now full transparency of what stage referrals are at through real time updates that show events down to the granular level of attempting to reach a customer.

And today’s online platforms provide clients with easy access to comprehensive policy details, coverage options, and pricing information, allowing them to make informed decisions so they get the coverage they need without any hassle.

Your partner is responsible for GI compliance

The new Duty places increased emphasis on good customer outcomes. For GI, this means the customer has the right levels of cover, the right product and that any vulnerabilities have been properly addressed.  

Your referral partner becomes responsible for the compliance given they’re the ones offering the advice.

There’s more than just a monetary benefit  

Referrals to us have increased significantly in the last few months with many highlighting both the impending Duty and time restraints for doing so.  

And it’s not lost on our partners that by keeping a client’s insurance business they’re both retaining a valuable annual touchpoint as well as removing the need for them to take their data to price comparison websites where they will inevitably be then cross-sold parallel products. 

As a result, advisers are using easily tracked, fully personalised and seamlessly integrated referrals to boost today’s revenues and protect future business income by preventing the need for clients to go elsewhere with their data. 

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