Complete Business Opportunities

Brokerplan Insurance

The Brokerplan proposition provides training and access to the systems you need to offer insurance products to your clients. Our back-office team will support you with case submission and business development so you can grow your business. As part of the Brokerplan Insurances package you will be provided with a website, business cards and other marketing collaterals to launch your business.

Join an established network and get access to a range of different opportunities. You can add new income streams to your business as you grow.

How Can You Benefit?

Whether you wish to operate under our brand or create your own, you will be trained and supported on an ongoing basis to generate opportunities and grow your business.

No experience is necessary although this opportunity is particularly suited to existing Accountants, Wills & Trusts Advisers, Commercial Brokers, and any entrepreneur with sales and/or relationship building expertise seeking a sustainable and uncapped income stream.

The Brokerplan Insurance Programme includes the following:

  • Comprehensive business training including a two-day remote training course and e-learning.
  • Business set up and enablement including back office/administration/technical support.
  • Day to day business support provided by the Brokerplan Academy business development team.
  • CRM and product sourcing software with initial and ongoing training
  • Complete marketing package including website, business cards, sales aids & advisor tools.
  • Case management support including full back-office administration and case management.
  • Ongoing mentorship and business development support.

 

How Is Income Generated & Calculated

A commission is paid to you by the insurance provider based on the product that you put in place for the client. The commissions are referred to as a procuration fee and is calculated based on the value of the policy. Typically, for a £50 per month protection policy, the commission would be approximately £1200. You will be able to offer the following products:

  • Life Cover
  • Mortgage Protection
  • Critical Illness Cover
  • Income Protection
  • Family Income Benefit
  • Private Health Insurance
  • Business Protection Insurances
  • Buildings & Contents
  • Landlords & Tenants Insurance

Our History

The Brokerplan Academy forms part of the White Rose Finance Group. Established in 2004, we are a directly authorised firm with principal status and are recognised as one of the UK’s longest established Master Brokers.

Operating in the commercial finance sector we have expanded to offer a range of different business opportunities including Residential Mortgages, Insurances, R&D Tax Reclaims and Wills, Trusts & Estate Planning.

 

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