The Essential Insurance Protection Referral Service
Write it or refer it, but don’t ignore it! Give your clients a market-wide choice of protection products and provide them with market leading advice from the protection specialists – to start referring simply click Sign Up Now - and we’ll show you how you can start earning whilst we do the work.
Already a referral partner? Partner Portal Login.
Bankhall/PMS have specially selected Essential Insurance, to bring you an all-new protection referral solution. If you do not always have the capacity to have a full protection conversation with every single client, or if sometimes you just want the peace of mind that your clients are being looked after by the experts, then this service provides you with a perfect solution. Click here to meet the experts.
When you sign up, you’ll experience our easy-to-use referral portal that’s designed to allow you to transfer your leads compliantly, your clients will get their needs fulfilled and you’ll earn a revenue share of 35% of commission with no clawback liability. Plus, you won't have any regulatory or compliance headaches, because our Essential Insurance experts will do all the work!
Added value for your clients
Our experts can help if your clients require life or critical illness policy for a mortgage and family protection or more complex, tax efficient shareholder, keyman or group risk policies. Your clients’ needs are fulfilled – but you have no regulatory risk or compliance headaches.
Refer with confidence
We do all the leg work and admin, plus we only work in in the life and critical illness space –so no need to worry about cross-selling. We’re focused on giving our customers the right advice and the right cover at the right price – and our service could be the perfect complement to yours.
Added revenue for your business
You could make sure your clients’ needs are fully met through your business, rather than a competitor and maximise income for your business. Revenue is earnt by sharing commission - our average wealth manager referral partner earns £980, and the average mortgage broker will earn £525 for each referral.