Many advisers are looking to broaden the range of services they offer their clients. The idea of holistic advice means that crucial subjects like Health Care cannot be side stepped. Nevertheless there is no doubt that health care cover in all its forms is a specialist area. Many advisers would find it hard to invest in the time to build such specialist knowledge in house.
With this in mind Adviser Home has selected Citrus Healthcare as its partner in this market.
Citrus Healthcare is a fully independent broker committed to providing individuals and companies with the best healthcare advice.
The benefit to your clients
9 out of 10 people who use Citrus Healthcare save money.
Medical insurers are regularly changing their policies to provide new customers with better cover at a more competitive price. Citrus Healthcare is a fully independent medical insurance broker and will check your clients existing policy to ensure they still have the right cover at the best price. Even if your clients have recently made a claim Citrus can still help you.
About Citrus Healthcare
Citrus have a unique approach to healthcare advice which centres around two key pledges:
- They work with an unrestricted portfolio of insurers to get the very best terms
- They ensure that all commissions are fully disclosed to ensure your clients always pay a fair amount for the services provided
How would Citrus work with you?
Private medical insurance is a specialist product and Citrus works with a number of financial advisers. Citrus Healthcare is an independent medical insurance broker and ensures that your clients get the best medical insurance advice - and your client bank is protected too.
What happens when a client is referred to Citrus Healthcare for medical insurance advice?
You will be kept updated on a regular basis so you always know what is happening with your client. The level of detail provided is tailored to suit your business.
Is my client protected?
Yes, Citrus Healthcare sign a legal agreement with our medical insurance introducers and this allows them to only talk about medical insurance services. If your client wants help or advice on another financial product they will be referred back to you. If you are not helping your client with their medical insurance, do you know who is?
How is remuneration shared?
Not only at the stage of the medical insurance introduction but at subsequent renewals too. Full details of becoming a medical insurance introducer are available upon request.
A full range of services
- Group Medical Insurance
- Occupational Health Solutions
- Employee Assistance Programmes
- Sickness Absence Management
- Group Travel Insurance
- Group Dental Insurance
- International Medical Insurance
- Group Cash Plans