Referral Partnerships

Built on Trust Proven Under Pressure

In nature, the strongest partnerships are symbiotic. Each side gives something the other cannot create alone. That is how we approach every relationship at Chadwicks, whether with the businesses who refer their clients to us or the insurers who stand behind the policies we place.

We are selective. We partner with people and organisations who share our values around character, quality and doing the right thing. Everything else follows from there.

Professional Partnerships

Your Relationships Are Worth Protecting

You have spent years earning the trust of your clients. The last thing you need is an insurance broker who treats that trust as a lead list.

We are not asking for your database. We are asking for the chance to show you how we work, so that when a client of yours needs proper non life insurance advice, you know exactly who to call.

If you are cautious about introducing a broker, good. You should be. We expect to earn your confidence, not assume it.

Enduring Relationships

The Right Mindset

The professionals who test us with one or two of their clients tend to share a particular mindset. They see their client relationships as a long term responsibility, not a transaction. They lose sleep when a client has a bad experience, even one that had nothing to do with them. They refer carefully, as their name goes with every introduction. Those are exactly the kind of partners we want to work with.

Trust. Dedication. Credibility.

A Trusted Handoff

The idea is simple. You decide when an introduction makes sense. We advise. Your client receives the kind of risk and insurance service that reflects well on you.

No product selling, no cold calls and no approaches to anyone you have not introduced. Just a careful handoff to a team that will treat your clients with the same care and candour you would. Where a commercial arrangement suits both sides, it is agreed in writing and structured properly from the start.

Who We Partner With

Professionals Whose Clients We Understand

We work best alongside organisations who share our values and profile of client. Our role is to compliment your relationship.

Wealth and Investment Advisory
You look after their financial future. We help protect what they have already achieved.

Your clients own homes, art, vehicles, businesses and property portfolios. Each carries risk outside an investment plan. We handle the non life insurance side so that nothing you have planned for is undone by a loss not priced properly.

We do not offer investments, life cover or financial planning.

We do not compete with you. Non life insurance is all we do.

Accountants and business consultants
Wealth and investment managers
Attorneys and estate specialists
Commercial property and managing agents
Luxury property professionals
Architects and property valuators
Builders and quantity surveyors
Cybersecurity and technology advisors
Existing Relationships

Already Have An Insurance Partner?

That is fine.

We are not here to replace anyone unless requested by you.

A Second Opinion
When a client asks for an independent view of their cover, we are open to doing a risk analysis with no pressure to move during a trial period.
No Referral Fee Required
If your profession or firm does not accept remuneration, an introduction can be purely professional.
Exclusive Agreements Respected
If you have an exclusive arrangement with another broker, we respect its terms.
Let Us Start With A Trial

Do Not Take Our Word. Judge Us By Our Work.

We find a trial period is the best way to get things moving. Give us a few clients, test us and see how we work. If we both see the potential, we formalise the partnership with a proper agreement. If not, nothing is lost and your clients were well looked after.

Route One
A few client introductions
Introduce two or three clients who have agreed to Chadwicks looking their risk on a no obligation basis. You see our advice, our service and their feedback first hand.
Route Two
Expertise before introductions
For larger firms a trial does need not begin with clients. We can start by sharing our expertise, showing how we assess risk or working with you on a specific client, where appropriate and with the client's consent.
01
Get To Know Each Other
A conversation about your clients, your standards, values and what you would need to see from us.
02
Trial With A Few Clients
A small, agreed scope. Only clients who have consented to the introduction.
03
Evaluate Together
Did we assess your clients risk properly? Did it reflect well on you? You decide.
04
Contract If It Works
A proper partnership agreement, structured within regulatory requirements.
Even during a trial, the basics are agreed in writing from the start. Client consent, confidentiality, who does what and any remuneration is discussed.
Our Commitment

How We Protect Your Reputation

Your name or brand goes with every introduction.

These are the standards we hold ourselves to as protecting and possibly enhancing your reputation is key for us.

01
Consent First
We only speak to clients who have agreed to an introduction.
02
Your Database Stays Yours
We never contact anyone you have not introduced.
03
We Stay In Our Lane
Non life insurance only. We do not advise on investments, tax, legal matters or anything else that is yours to advise on.
04
A Named Contact
One person at Chadwicks is accountable for your relationship with us.
05
Direct Access To Management
If our standards ever slip, you speak to management directly and we put it right.
What Is In It For You

More Than A Referral

For Your Clients
Professional, reputable advice and a risk advisor who is in their corner when it is claim time.
For You
A trusted risk specialist to call when a non life insurance question lands on your desk.
For Your Bottom Line
An annuity revenue stream for referring your clients. No work from your side except mainting your relationships with your clients.
Connect With Us

Start a conversation.

Leave us a message and we will get back to you promptly. No call centres. No runaround.

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