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

COVER Women in Protection and Health Awards 2026: 48 hours to nominate

COVER Women in Protection and Health Awards 2026: 48 hours to nominate

Deadline 14 November

COVER
clock 13 November 2025 • 1 min read
How to embed a repeatable protection sales process in your firm

How to embed a repeatable protection sales process in your firm

“How consistently are our advisers discussing protection?”

Toni Smith
clock 13 November 2025 • 3 min read
COVER Excellence Awards 2025: Winners announced

COVER Excellence Awards 2025: Winners announced

Rewarding the best in protection and health

COVER
clock 12 November 2025 • 2 min read