How to earn passive income from your client base through referrals
Unlocking value within your client base – for your clients and for you
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You have worked very hard to craft a relationship with each of your customers. I know, I have done the same for years.
You offer your clients excellent and professional service, but you know there is still underlying value you can unlock for them. Now you can.?
You have a defined relationship with those customers, based on your professional relationship. Now I want you to be able to offer them a new layer of professional service: ours.?
We are short-term insurance brokers, and believe we are very good at it. We live by the saying: INSURANCE: Fast, Friendly and Simple. You see, we like one another, are passionate about what we do, and find deep fulfilment from serving our clients.
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Want to discover how you can earn additional passive income from your clientele, then read on…
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Generate passive income
You introduce us to your clientele, and we offer them our excellent professional broker services the Chadwicks way: ?INSURANCE: Fast, Friendly and Simple.
When we close a deal, you receive annuity income, on an ongoing basis for as long as they stay active. For more detail on your deal potential for passive income…
Fully compliant
We will do all the heavy lifting, including all compliance and regulatory aspects. That means, we will conduct all necessary due diligence on your behalf, aligning with your and our own professional bodies and their Codes of Conduct and Good Practice.?
Where regulatory compliance is required, we will check those boxes too. We have our own professional compliance and information team, whose professional reputations underpin the signoffs.
Introducing your clientele
Introductions can be done in several simple, compliant ways:
In fact, you could do all the above. In our 20-year plus experience, the more ways you showcase our collaboration, the better the income we will both generate and of course, more importantly, the more people we can help with insurance the better.
Also, providing multiple points of entry conveys a clear signal to your clientele that this is a deal you have thoroughly investigated and are pleased to recommend.
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Admin free process
We do everything for you, from ensuring legal and regulatory compliance, to customer onboarding and ongoing policy maintenance. All you do is tee up the introductions.
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We take this a step further for our realtor and associated profession partners, by building pre-packaged insurance solutions to offer as a bolt-on to property deals or similar.
We also specialise in bespoke solutions, tailored to our legal, accounting and other professional partners and their clientele.
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And we cater for financial planners and advisors providing wealth and life cover, who could provide more fully for their hard-won clients by providing short-term risk cover too.
Choose Chadwicks
There are a few good insurance brokers out there, but very few excellent ones. Chadwicks ongoing obsession is the pursuit of insurance excellence. We are a small, professional and highly proficient team of insurance experts with deep expertise and experience, and we want to look after both you and your clientele.
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Our focus is high net worth individuals, mid-market commercial businesses and professionals. Let’s set up a chat to unlock the value of your client base and generate you passive income and reputational growth.
Generate passive income through referrals from your client base in a fully compliant way, introducing your clientele through an admin free process to an excellent insurance broker. Choose Chadwicks Risk & Insurance.
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INSURANCE. Fast, friendly and simple.
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Frequently asked questions:
We provide full disclosure to all prospective clients, ensuring absolute clarity about the nature of our relationship and the remuneration model involved.
The spirit and the letter of the Protection of Personal Information Act are at the forefront of all dealings and communication with the prospective client. You will approve all outreach and initial interaction with your client.
Chadwicks is in this for the long haul. We build long-term relationships based on service and advice delivery, and - most importantly - trust and credibility.
We do not risk our reputation, any more than we risk yours. Apart from being an existential threat to our own business, we would lose you as a partner, and with you, your clients – present and future.
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Tim Chadwick is the co-founder and CEO of Chadwicks Risk & Insurance. He has over 20 years experience in business insurance, having started Chadwicks in 2003. He is an Associate of the Insurance Institute of South Africa.
Contact us
0861 RISK 00 or 0861 7475 00
Bridgewater Suites, C404, Conference Lane, Century City, 7441, South Africa