Thanks a ton for being a part of the initio partners’ programme. We’re super excited to have you with us and think we can achieve great things together.
We’ve whipped up this quick and handy partnership guide for you. It’s packed with tons of useful articles and resources and tells you all you need to know about promoting initio.
Quote in 1 click, cover in 2 minutes, claim in an instant
We're here to support you, not sell. Let us show you the way to better insurance.
Instant online quotes in seconds, with the same approach to claims.
We don't expect customers to build their own policy. We include the things that matter, bells & whistles too.
We offer instant online insurance for homeowners, making us the easiest and friendliest insurance experience around. Through our innovative approach and streamlined process, we make insurance simple.
Initio was founded in 2011 by a couple of Kiwis set on making the process of getting insurance easy and paying claims fast.
Clients can lodge claims online through the dashboard by selecting “Make a Claim” on the right-hand menu. By following the simple prompts, our website guides clients through the process. Once the claim is submitted, a confirmation email is sent. Clients can track progress via their dashboard.
Support from start to finish
Each claim is assigned an initio Claims Manager to assist throughout. We review the details, assess the damage, and work with experts if needed. Depending on the situation, we’ll either arrange for repairs, replacement, or offer a cash settlement. We stay in contact with our clients until the claim is fully resolved.
We have a comprehensive library full of essential insights and practical tips. At initio, we understand the importance of equipping brokers with the knowledge and tools you need to excel in the intermediated domestic insurance market. Whether you’re assisting clients with house and contents, rental property, or holiday home coverage, our collection of resources is designed simplify insurance for your clients.
We are always available and responsive to our customers’ needs, ensuring that any issues are addressed promptly and effectively through our knowledgeable and friendly support team. Additionally to this, we offer a large range of online resources and tools to help customers get the most out of their journey with us.
At initio, every innovation – from our smart claims platform to our 5-second quote process – is built with a people-first mindset. Take Chatbot Chad, for example. Our team spent countless hours training him to handle a wide range of queries before launching.
Think of Chad as your own personal initio search engine. Ask him anything, and he’ll dive into our extensive support articles to find the answer. Just keep in mind, Chad can’t look up information about specific policies or payments. So next time you have a general insurance question, give Chad a go!
First and foremost, it’s super important to remember to use your own unique landing page when sharing initio with your customers. This will ensure you get credited each time one of your customers signs up with us. Your unique landing page would’ve been emailed to you along with your counter-signed contract.
We also highly recommend, if you haven’t already, that you sign your own personal assets up with initio. By using our system and experiencing how effortless it is to navigate, you’ll be better equipped to guide your customers and provide them with the information they need. This will not only enhance your understanding of our system but also put you in a position of strength when it comes to advising others.
Your customers are provided with a login as part of their first policy purchase with initio. Please do not use your own contact information when helping a customer purchase a policy. Each customer needs to be signed up as a separate entity with their contact details and cannot be under a combined dashboard with your contact information.
We also have this Youtube video tutorial available
The initio system will automatically generate and send you a report at the end of the month. This report will detail the transactions of customers who have joined initio through your partnership. The report will break down the rebate payable by initio to you. All you need to do is raise an invoice to our accounts department for payment.
Insurance lingo:
We have a responsibility to present our product to the customer in the right way so that there is no confusion. Initio can be referred to as a Digital Insurance Broker or Insurance Provider. We are not an Insurer or Insurance company.
Exclusive offers:
The initio offer is not exclusive. Initio has many partnerships, so we need to be careful when talking about exclusivity. We find it better to talk about our relationship as a partnership.
Discounts:
If you are offering a discount to your customers, then our preference is that you talk about a “discounted insurance offer from initio.” Its also important to note that the the discount offered by initio is applied to the ‘insurance premium’ component of the total cost. The insurance cost breakdown also includes government levies and GST which are not subject to any discount.
Q: What happens if you don’t get the conversion fee, but you know you’ve had a customer sign up with initio?
A: Get in touch with us with the name and email address of the customer in question. We’ll check our system manually. If they’ve signed up but haven’t been allocated to you, we’ll manually override the referral code. This situation would typically only occur if the customer didn’t use your unique landing page to get a quote and sign up with us.
Whether you’re generating quotes for your clients or sending them a link to create their own, our platform handles most of the heavy lifting for you. Here are some insider tips from Initio to get you started.
If you have any questions, please don’t hesitate to email us. We’re here to help!
Here are some initio branding assets that you’re very welcome to download and use to help spread the word about initio! Remember to always link email signatures or logos to your own unique URL when you use them: