Our journey
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Major Mortgage SolutionsJW Private Finance LtdB&S Financial ManagementCaspian Insurance – Your Protection Referral Partner
Caspian Insurance is the UK’s number 1 life insurance broker* and with over 200 years combined experience in the industry, who better to come to? Protection is at the heart of everything we do and customer service has always been, and will remain, our number one priority.
Expert help and support
Rachel Kelly
Laura Havenhand
07385 401 58107388 857645“I am delighted to have partnered with Caspian Insurance. My clients can now benefit from their expertise when it comes to protection. The feedback I’ve received is excellent, both in terms of the speed of service and the quality of advice. When making a referral, I have total confidence in the team at Caspian, knowing that my clients will be dealt with in a professional way and can get the advice they need.”
Steve Aldous – Craven Mortgages Ltd
FAQs
The referral process?Who will advise my client?The products?Commission?Limitations?Other products or services?How do I register?- Personal Protection
- Business Protection
- Group Business Protection
Our Service
As a leading UK insurance broker, we specialise in helping customers make informed choices so that they can buy the policies they really need. We believe every client’s policy requirements are as unique as they are, and so we never adopt a ‘one size fits all’ approach when it comes to life insurance advice.
We can offer your clients advice and support in the following areas:
Our quick and easy referral process means that we do all the hard work so you don’t have to - helping to alleviate the time pressures of providing protection advice.
Save Time & Resources
With our team of fully qualified protection specialists, you will be confident in the knowledge that your customers will receive the right advice for their protection needs.
Expertise
By referring protection advice you can ensure you are meeting FCA requirements - we take on all the compliance responsibility for any advice given.
Remain Compliant
We provide the highest level of service and every customer is treated like family - Gold Standard award for advice, rated ""Excellent’' on Trustpilot and 5* on Google reviews.
5* Customer Service
With free access to our exclusive partner portal, you can track your customers at every stage of the process.
Track Your Referrals
Receive a generous, risk free commission per policy sold without any additional pressures on you.
Earn Extra Income
Step one:
We contact your client to understand their individual needs and circumstances before offering expert advice.
Step two:
We search through the UK’s leading life insurance providers to give clients an overview of the best options suited to their individual needs
Step three:
We discuss their protection quotes and once the client is happy we manage the application process through to their cover going live
Step four:
Our award winning customer care team provides a dedicated post-sale service for each and every one of our customers, ensuring they fully understand how their policies work and are aware of any of the free additional benefits they can access as part of their cover.
Step five:
Our trust specialists offer expert advice to customers on the benefits of placing their policies into the correct trust.
Step six:
Should your client ever need to claim we have a dedicated team on hand to support them in what may be a very difficult time, to make the process as easy as possible
