Advisers can refer protection business to life insurance specialists without losing client
SimplyBiz Group has added Caspian Insurance as its new protection referral partner. Advisers can now refer customers with a mortgage or family-related protection need to Caspian Insurance in order to save time, said the firm. SimplyBiz said that Caspian subscribes to a client guarantee to ensure advisers keep the client and to avoid cross-selling. "The Caspian Insurance team is focused on the development of simple partnerships where through referring, as a busy adviser, you can free up your...
As of Monday 30 March
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