REFERRAL SCHEME OPTIONS
As one or more of your clients may show an interest in having Fee Protection (Tax Investigation Insurance) but not enough for you to want to set up your own scheme. We can offer a referral route.
This route will allow you to direct your interested clients to our retail website for them to make there own decisions about the cover they require. We can offer you different ways to enable your clients to obtain a quote and buy products. We have shown below the possible routes:
We can create a landing page for your own website which can include your logo.
We can either discount the premium or retain some commission for your practice.
We can offer you an application form, key facts and colour leaflets for your client to read and complete.
You can have our contact details for your clients to call, email or live chat with us.
Once you have decided which route suits your practice you can let us know by completing the request a referral scheme form below. One of our team will be in touch with you. If you need to discuss the referral scheme, please give us a call on 01795 841310.