Referral Program
Refer a client.
We'll take great care of them.
We work with accountants, finance brokers, real estate agents, financial advisers and other professionals who introduce their clients to Tank. You make the introduction, we handle the advice and the cover, and your client gets a specialist broker in their corner.
In short
- You introduce a client. We do all the insurance advice.
- No licence needed to refer, and no advice expected from you.
- Most relationships are unpaid. Some are paid, by written agreement.
- Backed by the Steadfast Network and access to many of Australia's leading insurers.
How it works
Three simple steps. We do the heavy lifting.
01
You make the introduction
Send us your client's details, with their permission, or introduce us by email. That is all it takes to get started.
02
We do the advising and the placement
Our team takes it from here. We understand the risk, approach the right insurers, and arrange suitable cover. You are never expected to give insurance advice.
03
You stay informed
We let you know your client has been looked after. Where we have agreed a paid referral arrangement, it is documented and handled from there.
Who it's for
Built for professionals whose clients need cover.
Accountants
Your business clients often need professional indemnity and the right business pack. We handle the cover so you can focus on the numbers.
Finance & mortgage brokers
We arrange the business and commercial cover that needs to sit alongside a loan, without slowing your settlement down.
Real estate agents
We look after the commercial property owners and businesses you deal with day to day.
Financial advisers
Send your clients to a specialist for the business insurance that sits outside your advice, handled properly.
Lawyers & consultants
Professional risks for the firms you work with, including management liability and indemnity cover.
Engineering practices
Specialist engineers insurance for the consultants and practices in your network.
How we keep it clean
No surprises for you or your client.
We want partners and their clients to feel completely comfortable. Here is exactly how a Tank referral works, and how we stay on the right side of the rules.
You can read the detail in our Financial Services Guide.
You introduce, we advise
Referral partners simply pass on a client's details or make an introduction. You are not expected, or asked, to give insurance advice or recommend a policy.
Most referrals are not paid
Many of our partner relationships are built on trust that we will look after the people you send our way. In some cases we have a paid referral arrangement in place.
Any fee comes out of what we earn
Where we pay a referral fee, it is a share of what we earn on the policy. It is never charged on top of your client's premium, and it is set out in a written agreement.
We tell your client
Where we give a client personal advice and a referral payment applies, we let that client know. It is part of our standard disclosure.
We only act with permission
When you share someone's details, we will ask you to confirm you have their permission for us to get in touch.
Make an introduction
Send us a client, or register as a partner.
Fill in the form and our team will be in touch. If you would rather talk it through first, we are always happy to have a chat.
Phone
02 9000 1155Most of our referral relationships are unpaid. Where we have a paid arrangement, the fee comes out of what we earn on the policy, never on top of your client's premium.
Common questions
Referral program FAQs
Do I need an insurance licence to refer a client to Tank?
No. Referral partners simply introduce a client or pass on their contact details. Tank provides all of the insurance advice and arranges the cover. You are not expected to give advice or recommend a policy.
Do you pay for referrals?
Most of our referral relationships are not paid. In some cases we have a paid referral arrangement in place. Where a fee applies, it is a share of what we earn on the policy, never an extra cost to your client, and it is set out in a written agreement.
What happens to my client after I refer them?
Our team will contact your client, take the time to understand what they need, and arrange suitable cover. We keep you informed that your client has been looked after.
What details do you need to take a referral?
Your client's name and the best way to contact them, plus a quick note on what they need cover for. We will ask you to confirm you have your client's permission to share their details with us.
Who makes a good referral partner for Tank?
Accountants, finance and mortgage brokers, strata and property managers, builders and project managers, lawyers, consultants and real estate agents whose clients have business or property insurance needs.