Join our Partnership Portal…

We work with professional services firms throughout the UK ensuring they have a trusted partner to turn to should a client require any pension, investment or insurance advice.

It is as simple as providing you with a unique link that directs your clients to our services and then we do all the heavy lifting.

Why Partner With Us?

We thought the traditional way of introducing a client was a little antiquated and lacked transparency, send your partner an email and hope for the best! We like to do things properly and we wanted to make this experience better.

We will set you up with a unique link which you can pass on to your clients who will then be connected to your account as they enquire and generate quotes.

We have been working with Drewberry for a number of years now and it just makes sense. You can see the leads you have passed over to them and you get to see the service that has been provided. At the end of each month I get a clear report and payment for any policies which have gone live.

Damien Fahy
Founder of Money to the Masses

Alongside your unique links you will have access to our partnership portal, logging into your portal you will have complete information on the clients you have introduced and any fees you may be due:

• Upload new clients you wish to introduce
• Find out what stage your client is at in our advice process
• Find out which of our advisers your client is dealing with
• Find out whether we have made a new sale
• Find out the current payment status of any introducer fees you may be due

We Are Work Proud

We work with all the leading investment and insurance companies and placed over £1 billion worth of risk with insurers for our clients last year.

Our Reviews

Our ethos is to provide the best possible service demonstrated by the growing number of 5-star rated reviews with 98% of our clients saying they would recommend us.

Our Awards

We have been nominated for Protection Intermediary of the Year at the Protection Review Awards, Cover Excellence and MoneyFacts Awards.

In the Media

We are frequently quoted in leading papers such as Financial Times, The Telegraph, The Independent building our reputation in the media as financial experts…

How can we support you?

Tailored Email Campaigns

We have a suite of template emails which you can use to engage your clients and drive more sales. We can even automate this process for you to make it as easy as possible.

Supporting product literature

Similar to this short PDF detailing our partnership proposition we have PDF guides for all the various services we provide which you can utilise to engage your clients.

Branded Landing Pages

We can create product/service specific landing pages which are branded up in with your logo and colours. We can include links to these pages in emails and the product guides to drive your clients to take take action.

Who Can We Help?

Individuals & Families

• Using products such as personal / Mortgage Life Insurance, Income Protection and Critical Illness Cover to ensure a clients family is adequately protected
• Arranging Private Medical Insurance (PMI) to allow for quality healthcare to be provided promptly in private hospital wards / facilities

Contractors

• Helping contractors replace their Employee Benefits. This often includes arranging income protection and life insurance that can be paid through their business as well as a personal health insurance plan
• It also often involves providing advice on whether they should consolidate pensions from their previous employers into their new arrangement

Business Owners & HR

• Using Keyman Insurance to help the owners of businesses insure their key people against the risk of death or critical illness, thus protecting profits and business continuity
• Arranging Shareholder Protection to provide the structure and funds for a seamless transition of shares after the death or critical illness of a shareholder
• Implementation of benefits such as Group Life Insurance, Group Income Protection, Company Private Health Insurance and a company pension

High Net Worth Individuals

• Constructing risk optimised investment portfolios either for the propose of wealth accumulation or the drawdown of wealth in retirement
• Tax efficient investing using ISA / pension wrappers and alternative investments such as venture capital trusts or the enterprise investment scheme
• Inheritance tax planning making use of various insurances and tax wrappers to help clients pass wealth on to the next
  generation in the most efficient way.

What Could You Earn?

We work with professional introducers throughout the UK, from estate agents and solicitors to other web-based firms. If you would like to join our partnership portal please do not hesitate pop Tom an email or give him a call to find out more.

Tom Conner
01273 646484
tom.conner@drewberryinsurance.co.uk