15 SPRING PROTECT NEWSLETTER Our Partnership with The Insurance Surgery We wanted to remind you about our partnership with The Insurance Surgery; they are an award-winning and leading specialist in protection cases who many of our firms have utilised since we launched last year, allowing them to provide cover for clients who would otherwise have been turned away. With over 25 years of experience, The Insurance Surgery is a specialist protection broker dedicated to helping clients with medical conditions, high-risk occupations, extreme sports, and other complex insurance needs. Their access to a wide range of insurers and exclusive products means they can find solutions even for the most challenging situations. This is part of our focus on allowing Access to Insurance for as many of your clients as possible, even those who you thought may be uninsurable. They have an impressive record of doing this with a number of case studies and examples available. When to Refer a client? • Medical conditions causing hurdles (e.g., diabetes, cancer, heart conditions) • High-risk occupations (e.g., offshore workers, pilots, divers) • Extreme sports interests (e.g., climbers, motor racing) • Complex needs, and you lack the time to search the market • Been declined cover elsewhere • Difficulty accessing the right insurers • Are living abroad Types of Protection Covered: • Business Protection • Private Medical Insurance (PMI) • Income Protection • Expat Insurance • Life Insurance • Family Income Benefit • Critical Illness Cover • Over 50s Cover • Whole of Life & Inter Vivo Policies How does it work? Referring a client to The Insurance Surgery is straightforward. They offer a fully advised service, managing each case from start to finish, including suitability reports, and will keep you updated throughout the process. Plus, for every successful application, you'll receive a 25% referral fee with no clawback. Learn more We're confident this partnership will be a valuable asset to your clients. Click here to view more on their dedicated page on our website.
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