Become a referral partner

The world has changed, and the way we do business is also changing. Many of our professional service clients continue to look for ways they can stand out from the crowd and deliver more service options to their valued clients as the expectation for advice in different areas of expertise grows.

At AB Phillips we recognise the need to adapt your business to assist your clients. It’s part of the reason we put together our referral partner program – so professionals like you can offer your clients a full suite of tailored risk management solutions and add value to your business to benefit your clients.

Increase your revenue streams

As your relationship with every client grows and matures, there comes a time when your revenue from that client naturally starts to plateau. By becoming an AB Phillips referral partner, you have the opportunity to refer your clients to necessary and relevant risk management solutions that not only make you more useful to your clients, but also help you grow your revenue streams.

 

Your clients have access to unlimited expert advice via phone and email on all their obligations as employers on all aspects of HR, Safety & Wellbeing, and Workers' Compensation. Subscriptions are based on number of employees and start at very modest rates. Plus, it's easy for your clients to sign up online with your referral code. 

Our broking team works with your clients to understand their individual insurance needs across all areas of exposed risk to ensure they have a sustainable, appropriate level of cover that gives them the certainty and flexibility they need. Plus, when claims happen our team ensure the process is resolved as quickly and efficiently as possible, so your clients can focus on getting back to normal. Talk with your AB Phillips BDM about our FREE insurance health check service - available for the clients of all our referral partners.

When your clients are approached by the ATO wanting to conduct a random review, enquiry, investigation or audit, those approaches always have costs involved. By encouraging your clients to take out Tax Audit insurance, you avoid presenting them with an unexpected invoice or feeling obliged to write off chargeable hours in order to protect the relationship.

We manage our Tax Audit Protection Service enquiries differently. Find out more about our Tax Audit Protection Service here.

 
 

Questions about becoming a referral partner?

Call us on 1300 242 136