Today we manage the clients of Accountants, Lawyers, Financial Planners, General Insurance Brokers and Stock Broking groups. More than 100 Financial Services firms in total.
Partner firms work with MBS Insurance due to our specialised knowledge, expertise, core values and the shared intent to create a long-term client proposition. Many of the larger practices we partner with have progressed to a formalised joint venture model in recent years. These include both white-labelled and MBS Insurance branded propositions, however both are treated as an internal division within the partner firm.
Successful partnerships are born out of a recognition that our partner firm is the central adviser to their client, while acknowledging the value of engaging specialist expertise to deliver better life insurance outcomes.
Refer a Client
If you would like us to contact a client regarding income protection, life, TPD or critical illness insurance please fill in and submit this form:
Start a Referral Partnership
If you would like to discuss the formation of an ongoing referral arrangement please fill in and submit the this form: