Referral programme
Refer the case, we handle the product and the management
A referral programme for advisers, introducers and referrers. You forward the need, we arbitrate among carriers, place and manage the policy, and you track your referral commission.
Who it's for
You have the contact, not the product
Wealth managers, accountants, lawyers, relocation and mobility agencies, family offices, international referrers. You regularly come across international health cases without wanting to carry the distribution yourself.
Your benefits
Gain a revenue line without any distribution burden
01
Refer without carrying distribution
You recommend, we place and manage. No licence to hold, no file to build.
02
Earn a referral commission
A model defined upfront in the agreement, with no grey area.
03
Rely on a Monaco wholesale broker
You refer your clients to a multi-carrier wholesale broker, with support in four languages.
04
Keep the client relationship
The client remains yours. We handle only the case you entrust to us.
Your introducer area
Track your referrals and your commission
Family offices, private banks, relocation firms: every introducer has an area dedicated to their business on our professional portal. Referral commission tracking and recommendation tools are available today; co-branded tools will follow.
Family office
Track your referral commissions, family by family
Track each family you refer, the file's processing status (under review, proposal, underwritten, commission paid) and the associated fee. You reconcile your commission line by line.
Private bank
Refer a case in a few seconds
Personal referral link, QR code, conversion rate of your referrals, co-branded communication kit: forward the case without friction and track its progress.
Relocation company
En développementEmbed the quoting tool on your own site
You will be able to embed a quoting simulator directly on your site or offer a branded landing page hosted by us. Every request generated will be automatically assigned to you.
Preview of the interface, currently in development.
Introducer or broker?
Choose the framework that matches your activity
| Introducer | Broker | |
|---|---|---|
| Role | Refers the case | Places the case themselves |
| Who processes the file | Our case managers | The broker, from their professional access |
| Licence required | No | Contractual framework |
| Compensation | Referral commission | Configurable commission |
| Client relationship | Stays with the introducer | Stays with the broker |
Our promise
Delegate the management, recommend at equivalent cover, keep the relationship
Three commitments that secure every case you refer to us.
01
Delegate the management, receive no tickets
Policy management, claims, renewal: we carry everything. No ticket lands on your desk, your clients never wait.
02
Recommend at equivalent cover
Our wholesale access and lean structure keep us competitive at equivalent cover. You recommend without exposing your credibility on price.
03
Rely on fast processing
Short processing time, direct handling, a contact in French, English, Italian and Spanish. Service quality strengthens your credibility with the clients you send us.
Open your referral agreement
A clear contractual framework, a single point of contact and commission tracking from your very first referral.
How it works
Handle the referral in three steps, within a contractual framework
01
Refer the case to us
A mobile, expatriate or international client to cover: you send us the need.
02
Let us process it
Carrier arbitration, proposal, underwriting, policy management and ongoing follow-up.
03
Track your commission
A referral fee, tracked case by case within a contractual framework.