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...
Thursday 12 March
COVER Podcast #3
There are still over one billion smokers worldwide
58% of critical illness claims
From 6 January 2020