SimplyBiz partners with Caspian Insurance

'Save time and build revenue'

Adam Saville
clock • 1 min read

Advisers can refer protection business to life insurance specialists without losing client

SimplyBiz Group has added Caspian Insurance as its new protection referral partner. Advisers can now refer customers with a mortgage or family-related protection need to Caspian Insurance in order to save time, said the firm. SimplyBiz said that Caspian subscribes to a client guarantee to ensure advisers keep the client and to avoid cross-selling. "The Caspian Insurance team is focused on the development of simple partnerships where through referring, as a busy adviser, you can free up your time and resources to focus on doing what you do best - advising your clients," SimplyBiz to...

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