You want to do the best for your clients by keeping them and their loved ones safe. Luckily, we have flexible options, tools and resources to better help you to get the conversation with clients started.

You can either write the business yourself, or refer them to a protection specialist whilst still earning commission and keeping ownership of your customer – whatever works best for your business!

But that isn’t all! We can also provide your firm with complimentary, bespoke protection sales training, which is aimed at developing your team’s skills and confidence to help them take their protection conversations further, and increase their conversion rate.

Agency Transfer Summary Download

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Download our Protection Bulletin here

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


Referral Partners

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.

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.


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.

Certificate in Protection (CertPro) Qualification

Now more than ever, consumers need to ensure that they – and their families – are financially protected when they need it most.

With CertPro, you’ll learn how to guide customers towards the right package of policies – such as life assurance, critical illness and income protection – so that they are adequately protected.

You’ll be helping them save money as well as to protect their families for years to come. And getting the right outcomes for your customers will give you – and the business you work for – the edge.

CertPro will teach you about the protection sector and the relevant rules and regulations. You’ll develop specialist knowledge to understand customer needs, and be able to advise on the different types of protection products.

As the leading provider of mortgage qualifications, The London Institute of Banking & Finance have designed CertPro to support the mortgage industry. If you choose to go onto a career in mortgage advice, holding CertPro will exempt you from Unit 5 of the Certificate in Mortgage Advice & Practice (CeMAP) qualification.

Your studies will cover

  • The different financial protection needs in the event of death, illness or disability
  • The protection products available and their suitability
  • The application and underwriting process
  • The protection that’s provided by the state
  • Insurance details for the home, landlords and self-builds

Benefits for you

  • Online study that fits around your life
  • Access to research tools and industry analysis through KnowledgeBank and Financial World
  • Use the ‘CertPro’ designation after your name once you qualify
  • The cost of membership is included in the registration fee.
  • Access to career support and guidance
  • Invitation to attend events and webinars from industry leaders
  • Career pathway into our mortgage advice qualifications

Get a 10% discount for being a TMA Member

As a member of TMA, you are entitled to 10% off the course price. To request the discount code simply complete this form and the code will appear. You will then need to enter the code on the payment page once you have registered here.


Your Protection Toolkit

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


Choose whether you want to do the business directly, or if you would like to refer the business, by using the drop-down below.
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Guardian 1821 logo
legal and general logo
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Get in touch with us today.

If you would like further information about TMA Protection, please click the purple button and our Key Accounts Team will be in touch.