Good communication is essential in any business partnership. That's why all of our Introducers have access to relevant support and information, simply by contacting their designated Account Manager.
Queries, information requests and amendments are delivered immediately upon request. We've sourced knowledgeable and professional individuals for these roles, so you can be rest assured you're in safe hands. Therefore, we carry out 'Due Diligence' checks on all our Introducers, so we can assist with ensuring your business practices are carried out in accordance with all applicable regulations, thus safeguarding all parties.
There's also a number of additional business provisions available to our introducers, such as:
On-site Training : One of our fully qualified trainers will come to your place of business at your convenience to go through our full portal and how to use all the features
Personalised Marketing Services : Our CRM Portal can be edited to suit your business needs and make it your own. You can add your own company logos and any other requirements you need
Call Recording : All calls are recorded and using the portal you can search using staff login details or client details and pull these recordings at any time
Automatic Results : At the end of each shift an automatic email will be sent out to your preferred email address, showing what was generated for that day and the status of each claim
Live Chat : Our CRM has a live chat option where you can reach your dedicated Account Manager to answer any questions or queries you may have at any time.