Financial Advisers

Private medical insurance requires a specialist area of advice. Citrus Healthcare is an independent medical insurance broker, so we ensure that your clients get the best medical insurance advice and that your client bank is protected too.

What happens when a client is referred to Citrus Healthcare for medical insurance advice?

We keep you updated on a regular basis so you always know what is happening with your client. The level of detail we provide is tailored to suit your business.

 

Do you just provide medical insurance related advice?

Yes, we sign a legal agreement with our medical insurance introducers and this allows us to only talk about medical insurance services. If your client wants help or advice on another financial product they will be referred back to you. If you are not helping your client with their medical insurance, do you know who is?

 

How is commission shared?

 

Financial Adviser Zone

The Adviser Zone has been designed to make the process of working with Citrus Healthcare as easy as possible. Bespoke literature for both you and your clients means that we provide full support before you even introduce a client to us. Our on-line referral service means that introducing clients to us is as simple of possible, whilst still allowing those of you who prefer the more traditional phone or email method! At Citrus Healthcare we don’t just provide great service to customers, but to our introducers too.

Individual medical insurance

Expatriate medical insurance

Small business medical insurance

Large business medical insurance

Medical trusts (500+ employees)

Corporate dental insurance

Corporate travel insurance

Corporate cash plans

Employee assistance programmes

Enter Financial Adviser Zone