About Our ‘Refer’ Service
Step out of the GI advice process, and let us take it over for you! Whether it’s Home Insurance, Landlords Insurance, ASU, or a whole range of Commercial Insurances, just send us your client’s name, contact details, and a little information about what it is they might be looking for, and we’ll do the rest. And what’s more, our ‘Client Ownership Guarantee’ will provide you with the peace of mind that you both need and deserve.
Reasons to Refer & How it Works
- Provide your clients with a full range of General Insurance products
- We deal with the Initial Fact Find and Demands and Needs documents
- All quotes are provided by us, with no need for your involvement
- We’ll complete proposal forms and any other paperwork
- We’ll get the case on risk
- We’ll keep you updated via email
- We’ll assume responsibility for all regulatory compliance
- Initial & renewal commission is payable
- We won't cross sell other products without your express permission and even then, you’ll receive any commissions due
- Saves you valuable time
- The client remains yours – guaranteed!
The Client Ownership Guarantee
The facility to 'Refer' clients is one of the most attractive features of the Genius proposition. It ensures that your clients are dealt with by GI experts, saves you valuable time, transfers any compliance risk, yet still earns you commission.
However, we fully understand how referring clients can make advisers nervous. That’s why we provide you with our unique 'Client Ownership Guarantee', which does precisely what it says on the tin!
So even though you may ask us to deal directly with your clients, we'll never own them in any way. We'll merely be providing a service to them on your behalf.