Referral (advice)

Building a relationship with an expert protection brokerage is an excellent way to ensure all your customers have access to insurance. Let us help you increase the revenue for your business, while you concentrate on your area(s) of expertise.

You don’t need to commit to any volumes of referrals, and you don’t need to commit to sending all your protection customers to Cavendish Online. It may be that you only use our services when you’re too busy, or when the cases are more complex, for example Business Protection or IHT Planning.
You can also choose to limit what products we can offer to your customers, for example you may not want us to advise on Private Medical Insurance if you are delivering this advice. Your business will receive regular reporting to ensure you know the status of each referral.

Our advisers will work with your customers to deliver a complete advice package offering personal, business and group protection products.