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Your Insurance Group has relationships with referrers ranging from mortgage brokers to large membership associations.
These relationships offer the referrer, and the referrer's clients, the opportunity to take advantage of Your Insurance Group’s product lines for general commercial and domestic insurance.
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We can offer your business an income stream through a referral agreement. As a referrer you would receive a remuneration fee for every new business or renewal policy we write through the referrals you provide.
You would not be required to provide any financial product advice to your clients. You would simply provide them with information on Your Insurance Group and your arrangement with us. Your documented Agreement with Your Insurance Group would formalise this arrangement.
Your clients must of course agree to the referral, and this can be sent to us by email, fax, mail or telephone. We then contact your client and provide them with an obligation-free insurance quote. Alternatively, your client can contact us directly mentioning that they were referred by you. Your Insurance Group will handle the quoting, issue and management of the insurance and any claims.
We have the capacity to record the source of all enquiries and provide you with take up rates and monthly remuneration reports for your own records.
Should you have any further queries about any aspect of the referral process, or wish to enter into a referral agreement with Your Insurance Group, please don't hesitate to contact Jim Varelas (03) 9855 5402.
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