Mortgage adviser partnership5 min read
A consistent protection journey for mortgage clients
A representative case study showing how a mortgage advice firm can introduce clients to Simply Zest for specialist protection advice.
Read case studyCase studies
Partnership journeys centred on the client.
Explore detailed, representative referral scenarios and see how specialist protection support fits around an existing adviser-client relationship.
Representative scenarios, transparent outcomes
These composite case studies explain the referral process and partnership value. They do not identify real clients, promise acceptance or guarantee any particular policy terms.
Explore the journeys
Common referral needs, clearly explained
Specialist underwriting support6 min read
A considered route through complex medical underwriting
A representative intermediary case study about referring a client whose medical history may require specialist provider research and underwriting support.
Read case study
Self-employed client5 min read
Protection planning for a self-employed client
A representative partnership case study showing how a specialist referral can address income protection for a self-employed client.
Read case studyYour client scenario
Let’s discuss where specialist protection support could help.
Share the kinds of clients you work with and the gaps you want the partnership to solve.