Adviser referral partnerships
When private medical insurance comes up in a client conversation, give them a specialist who will look after them as carefully as you do.
Discuss a partnership01 The opportunity
Your advisers shouldn't have to advise on private medical insurance. But clients hold it, overpay for it, or need it. We close that gap with a specialist PMI practice built for clients who expect to be looked after, founded by an adviser with two decades in the market.
02 Value at every level
01
A named adviser, a thoughtful review of the insurers we work with, plain-English recommendations and a proactive renewal review.
02
A five-minute warm handover, reporting on every referral outcome, a direct line to a senior partner and a referral fee on every policy placed.
03
A specialist partner, a documented referral process you can evidence, and a commercial arrangement that works for you.
03 How it works
I
Submit a quick form or make a warm email handover: a name, a number, one line of context.
II
We review the insurers we work with, explain the options and place cover that fits. One senior adviser stays with your client throughout.
III
We share the outcome, continue to look after the client each year, and pay the referral fee on completion.
A sensible first step
Try a three-month pilot with two or three of your clients. No exclusivity, no commitment, no integration work. Let the client feedback and the numbers make the case, then scale what works.
Start the conversation →Let's talk
Speak directly with Sunny Solanki, Founder & Managing Partner.
Become a partner
Tell us a little about your organisation. Sunny will be in touch to discuss how a partnership could work.