OPTIONS WITHIN THE PROPOSITION.

WRITING PROTECTION BUSINESS YOURSELF

Our Protection offering provides:

• A panel of leading providers
• A wide range of highly competitive products
• Enhanced commission terms

Our additional Protection services include access to:

• Assureweb or SolutionBuilder*
• CI Expert*
• UnderwriteMe’s Protection Platform

To help make transferring your protection agencies to TMA seamless, our Broker Support Team will do this for you.

*These services are chargeable

OUR PROTECTION REFERRAL SERVICE

Protection Referral Service
Our Protection referral service provides you with option to refer your customers to a ‘Protection Referral Partner’, who will take full liability for the protection advice, whilst ensuring your customer receives the advice they need and are offered the products most appropriate for them from either Finance Roome and Finance North.

Why refer your protection business?

• Ensure that your customer gets advice when they need it
• Good customer outcomes
• Introducer fee paid up to 35% – Speak to individual partners for terms and conditions

PROTECTION ADMINISTRATION SERVICE

LifeQuote Administration services is now available to TMA members.

Save hours by handing over the longwinded administration to LifeQuote, choosing from a range of submission options, including their Telephone Application service and Apply Online options, providing greater flexibility in how your client’s applications are completed.

Remove the risk by handing over to LifeQuote as they record all phone calls to ensure any issue can be resolved quickly as part of our disclosure guarantee. They gather the application information from the client and take full responsibility for collecting and submitting it to the insurer.

LifeQuote provides a comprehensive service through technology and administration support through every stage of the case application process.

SPECIALIST REFERRAL SERVICE

Specialist Referral Service
In addition, we now have a specialist protection referral partner, for your non-standard protection customers and their families. Cura specialise in finding protection insurance for people who are seen to be high risk, quirky or non-standard. They are able to advise on life insurance, critical illness cover and income protection, on personal, business and group plans. They can also provide some protection plans on an international basis.

EARN CPD HOURS

Get stuck in with our complimentary training sessions and online learning schemes. Gain valuable market insights while also earning CPD hours which will contribute to your annual targets. While you and your team develop the skills you need, you can chip away at your active learning requirements, demonstrating how you intend to put what you learn in practice.

PROTECTION TOOLKIT

Our protection toolkit, learning resources and support documentation will help you to have informed conversations with your clients whilst keeping you up-do-date with the best personal and business protection cover options.

Our expert resource banks will help you to find useful tools and up-to-date guides to make selling protection to your clients and setting up quality policies simple and easy.

When you’re ready, reach out to one of our many partners offering protection coverage. With an expansive panel of providers available, you and your clients have plenty of choice in how to proceed securing their financial future.