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Welcome to LifeQuote Introducer Services

Do you have protection opportunities that you never get round to servicing? 

Are you an adviser without enough time to offer protection advice to every client? 

Or would you simply like to begin making some extra income from introducing your clients to a protection specialist?

 

LifeQuote Introducer is a new service that advisers can use to introduce clients that require Protection products via a quick and simple process. Our advice team will contact your client directly following receipt of the contact details and will complete a fact find, research and recommend products using our whole of market panel. 

 

Introduce a client to our advice team

Click below to input your client details and pass us the information required. You will the receive a confirmation email and we'll begin the process straight away by contacting your client within 48 hours. It's as simple as that! 

Introduce

 

New to LifeQuote's Introducer Services? Register your details here. 

Advice

We'll compare and recommend products using a whole of market panel, as part of an attentive personal approach

Application

We're experts in gathering medical and lifestyle application data, providing a non disclosure guarantee and recording all client conversations

Case Management

The LifeQuote case management team will manage all of your client post sale requirements, GP surgery chasing, insurer liaison and everything in between

Commission

We'll pay you commission based on our agreed commercial arrangement. Start earning money without resource expenditure

Start earning more from your client bank, in 4 easy steps

We've created a simple 4 step process to getting your client covered and getting you paid! Have a look at our quick breakdown of the LifeQuote Introducer process. 

 

1. Transfer client details 

Send us your client information using the link above. We only need some basic information to get started along with contact details and a time they'd like a call. 

 

2. We'll contact your client within 48 hours 

Our advice team will make contact and carry out a fact find, provide expert advice and a recommendation using our whole of market panel. We offer Level Term, Decreasing Term, Critical & Serious Illness alongside Income Protection, Family Income Benefit and Whole of Life products without any investment value. 

 

3. Our Tele-Interview team will gather all application data, our Case Managers will do the rest 

Once we've recommended the insurer and product the application process begins. Our tele-interview team and Case Managers will complete the medical and lifestyle application before processing any requirements needed to place the policy on risk. 

 

4. The client is covered and we pay you the agreed commission

We'll pay you the agreed commission amount based on our commercial agreement. You can start earning extra income and the all important client is now protected. 

 

Commercial Arrangement

There are no setup fees or monthly charges, just a straightforward commission share arrangement for leads passed to LifeQuote's Introducer service that go on risk. 

You need to be FCA authorised to use this service. If you are directly regulated we will contract with you or your firm. If you are an AR, then we will need permission to contract with you or contract with the Principal directly. LifeQuote Introducer uses a commission arrangement as business is placed through our agencies with the insurers. 

We pay you 30% of the total gross initial commission paid to us by the insurers. This covers the costs associated with providing our services. 

Commercial Terms

For more information please contact our Introducer Support Team on 01243 791199.