A precise division of roles
You know the client and their wider situation. We contribute the international health insurance specialism. Before any introduction, we agree the scope, responsibility, contact arrangements and any permitted remuneration. An introducer is not automatically authorised to advise on insurance.
Protect the relationship
No bulk access to your client database. No unrelated cross-selling without a separate client request. No ambiguity over who follows up. Clients remain free to choose their adviser. Confidentiality and data-sharing arrangements are agreed before personal information is exchanged.
Begin with a joint conversation
A short introduction is usually enough: the nature of the request, residence, timing and the client's permission to be contacted. Do not send medical documents with a referral. We confirm the route, then move sensitive information into the approved process where necessary.
Not a generic affiliate link
We aim for a repeatable working relationship: a clear response, a written outcome and an agreed handover. We report on the introduction without sharing health information unnecessarily. Formal distribution and referral arrangements must be approved before a programme starts.
Editorial draft · final adviser review before publication