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1800-0-ACTION

1800-0-228-466

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Why Partner With Us

A referral partnership built on trust, professionalism and results. We protect your reputation.

We understand that referrals are personal. Your reputation is attached to every introduction you make. That’s why our program is designed to deliver a consistent, high-quality experience - for you and your clients.

  • Client-first approach – Every referral is treated with care and professionalism
  • Experienced team – Strong technical capability across a broad range of products  
  • Aligned service standards – Your clients receive the same level of care you provide

How the Program Works

Simple, structured and easy to use

Steps

  1. Complete our Referrer Agreement
    Quick and easy we know you are busy - simple electronic completion    
  2. Refer your client
    Introduce us via email or complete the referral form
  3. We make contact
    Our team engages promptly and professionally
  4. We manage the process
    Advice, placement, and servicing handled end-to-end
  5. We keep you informed
    You receive updates and confirmation of outcomes

Who We Help

Who you can confidently refer

  • Small to medium businesses
  • Commercial property owners
  • Professional services firms
  • Tradies and contractors

Benefits for You and Your Clients

A win for your clients. A value-add for your business.

For Your Clients

  • Access to tailored insurance advice
  • Competitive options across leading insurers
  • Ongoing service and claims support

For You

  • Confidence your clients are well looked after
  • Strengthened relationships and trust
  • Opportunity to expand your value proposition

Every referral you provide is handled with the utmost care. Our commitment is to deliver a professional, transparent and responsive experience that reflects positively on you.

  • We respect your relationship with your client
  • We communicate clearly and consistently
  • We focus on long-term outcomes, not short-term wins

To learn more about our Referrer Program or to request a call back from one of our Advisors please complete the form below

Referrer Contact Form

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