SimplyBiz partners with Caspian Insurance

'Save time and build revenue'

Adam Saville
clock • 1 min read

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 time and resources to focus on doing what you do best - advising your clients," SimplyBiz to...

To continue reading this article...

Join COVER for free

  • Unlimited access to real-time news, key trend analysis and industry insights.
  • Stay on top of the latest developments around health and wellbeing, diversity and inclusion and the cost of living crisis.
  • Receive breaking news stories straight to your inbox in the daily newsletter.
  • Members only access to monthly programme 'The COVER Review'
  • Be the first to hear about our CPD accredited events and awards programmes.

Join now

 

Already a Cover member?

Login

More on Adviser / Broking

LifeSearch appoints CIO to boost tech strategy

LifeSearch appoints CIO to boost tech strategy

Support for next phase of growth

Jaskeet Briah
clock 08 September 2025 • 1 min read
Majority of customers prefer human-led financial advice over AI

Majority of customers prefer human-led financial advice over AI

Unbiased research findings

Jaskeet Briah
clock 03 September 2025 • 2 min read
Six questions that unlock the real objections

Six questions that unlock the real objections

“Objections are rarely about price”

Ash Borland
clock 02 September 2025 • 3 min read