Medical insurance introducers – Citrus Healthcare works with 100’s of financial advisers giving their clients the best medical insurance advice.

Frequently Asked Questions

  • How much will I be paid for each referral?

    This information is shown on your user agreement.

  • How are payments made?

    Directly into your business bank account with an accompanying statement.

  • When are payments made?

    They are paid two days after we receive commissions from the relevant insurer.

  • Can you send me the quotations so I can provide the advice?

    Unfortunately not, Citrus Healthcare will give advice and any documentation directly to your client.

  • Will you keep me updated with your progress?

    Yes, just let us know how often you would like to be updated.

  • Can I pass you leads which I have purchased?

    Yes, as long as you have called the customer and qualified the lead. We closely monitor the quality of leads each of our introducers pass to us.

  • My client does not speak English, can I complete the fact find?

    No, this would be against our strict compliance guidelines.

  • How long does the advice process take?

    This depends on how quickly you client requires cover. We are usually able to activate cover within 24 hours of first speaking to a client.

  • What if my client wants to talk to you about another service such as life assurance or a mortgage?

    Out introducer agreement is legally binding and we will only talk to them about medical insurance related products. If they require advice outside of a medical insurance related product, we will let you know straight away, so you can contact them.

  • When can you speak to my client?

    Monday to Friday 9am-5pm

 

Citrus Healthcare Consulting Limited, 158 High Street, Tonbridge, Kent, TN9 1BB | T:01732 838315
Company registration number: 07324361.
Citrus Healthcare Consulting Ltd is an appointed representative of Intrinsic Wealth Limited, and Intrinsic Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Intrinsic Wealth Limited is entered on the FCA Register under reference 217742 and Intrinsic Mortgage planning Limited under reference 440718.

twitter linkedin