How it works

From referral to cover in place.

Four simple steps, with updates at every stage. Whether you advise on mortgages, wealth, investments or pensions, your time is best spent on what you do best.

  1. Step 1 of 4: You refer
    Your role

    You refer

    Submit the referral on our portal in minutes. Just your client’s details and consent. No health information needed.

  2. Step 2 of 4: We advise and apply
    Simply Zest leads

    We advise and apply

    A qualified adviser contacts your client, looks at their whole situation, researches the market and manages the application and underwriting through to cover going live.

  3. Step 3 of 4: You stay informed
    Working together

    You stay informed

    Track every case in real time on our portal. You’ll know when cover is in place.

  4. Step 4 of 4: You get paid
    Simply Zest leads

    You get paid

    You’re paid within six weeks of us receiving commission, after the client’s first direct debit has been paid. No minimum referrals.

Clear responsibilities

Everyone knows what happens next.

You refer the client. We advise on protection and keep you informed. You are paid within six weeks of us receiving commission, after the first direct debit has been paid.

You

Refer with consent

Share your client’s details and their agreement to be contacted. No health information is needed.

Simply Zest

Advise and apply

Look at the whole situation, research the market and manage the application through to cover going live.

Together

Stay informed and get paid

Track every case in real time on our portal, then payment within six weeks of us receiving commission, after the first direct debit has been paid.

Partnership in practice

Refer a client this week.

Submit the referral on our portal in minutes. Just your client’s details and consent. No health information is needed.
Refer a clientBecome a partner