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The benefits of introducing PMI enquiries to a specialist include:

  • Clients receive specialist advice, enhancing the service you are providing.
  • Potential reciprocal lead generation from Health Care Specialists
  • Introducers will receive a share of any commission generated (payment via PTFS)
  • Market Leading commission terms.


To introduce a client to a specailist Healthcare specialist, please click here to send an e-mail to Da Support, with the following information:

  • Your name
  • Your branch name
  • Your branch number
  • The clients name
  • The clients contact details (address, tel number, e-mail address)
  • Any further relevant information

We will then contact one of our Healthcare Specialist branches and forward the relevant information onto them. We will also keep you copied in on all communication with the specialist.
 

 



Demonstration

If you would like to find out more about our PMI proposition please contact us on 0121 767 1020 or email: dasupport at dasupport@personaltouchfs.com

 


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Personal Touch Financial Services Ltd is authorised and regulated by the Financial Services Authority. Registered in England & Wales No.3406454. Trinity 3, Trinity Park, Solihull, Birmingham, B37 7ES. This website is for intermediary use only and is not intended for the general public.