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WELCOME TO THE FINANCIAL ADVISORS ZONE
The adviser zone has been designed to make your life as simple as possible, enabling your clients to receive our expert medical insurance advice.
Included in the adviser zone are tools to help you introduce your clients to Citrus Healthcare Consulting, literature to help both you and your clients and an easy on-line referral form. Should you have any questions regarding our services, please do not hesitate to contact us.
Thank you for using us.
Our services
Online referral form
Please use the form below to submit your referrals to Citrus Healthcare Consulting
| You submit your client details. |
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| • We contact your client. • We let you know once contact has been made. • We provide our expert advice to your client. |
| Upon the client’s instruction to proceed: |
| • We set up their policy on-line. • We contact you to confirm cover is in place. • We pay you your referral fee directly into your bank account and email you an accompanying statement. Quilter members will receive their payments directly from Quilter. |
Please ask your client to complete the customer authorisation form below then email a scanned copy back to [email protected]
| With unrestricted access to both UK and International medical insurance providers, please contact us to see how we can help your client. |
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| t: 01732 838 315 International t: 0044 1732 838 315 email: [email protected] |
Frequently Asked Questions
Monday to Thursday 9am-5pm
Friday 9am-4pm
Our 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.
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.
No, this would be against our strict compliance guidelines.
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.
Yes, just let us know how often you would like to be updated.
Unfortunately not, Citrus Healthcare will give advice and any documentation directly to your client.
They are paid two days a week after we receive commissions from the relevant insurer.
Directly into your business bank account with an accompanying statement.
This information is shown on your user agreement.
Some of our trusted providers
What our customers say
K Lee
Should have spoken to Richard years earlier. But never too late. Very happy.
R Gandecha
Great service and really helpful. Gave me useful advice to help me make my own decision about which healthcare cover to get. Thank you!
Stephen T
Great personal service for me and my family. Every year each of the policies have been checked and replaced where necessary in such a very easy process.
V Lack
Very pleased with the service I have received. Saved money for the same benefits. Would recommend.
