First and foremost, it’s super important to remember to use your own unique URL when sharing initio with your customers. This will ensure you get credited each time one of your customers signs up with us. Your unique URL 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 combined dashboard with your contact information.

We’ve found you’ll get more conversions if you generate the quote on your client’s behalf. Here’s a quick overview of how to do that:

1. Copy and paste your unique URL into your web browser (extremely important, this step flags our system to pay you!). This link will take you to your own initio quoting page.

2. Generate a quote using your client’s address & populate the information with the cover you’d recommend. Don’t worry – our system will do the heavy lifting for you.

3. Email that quote to your client, using your client’s email address on the initio site. 

You can find the ‘save & email this quote’ link near the bottom of the full quote page.

Please feel free to use this information to help your customers learn more about initio:

What is initio and how does it work?

Initio is an online insurance underwriting agency, which is underwritten by IAG (AA financial strength rating learn more). 

Being 100% online means all payments, changes and cancellations are done instantly on the website, at a time that works for you.

They are property insurance experts, who specialise in landlord cover. They also offer a full range of cover across house and contents, holiday home and car insurances.

Using technology to make purchasing insurance easier means that there are no wait times when you need to speak to a customer service team member. Their state of the art customer dashboard allows policies to be fully managed online, putting their customers in the driver’s seat.

The customer dashboard allows customers to add or cancel policies, manage billing and review updates on claims. Submitting claims is also made easy through the dashboard, which guides you through the information that’s needed. Once submitted, a dedicated initio claim manager handholds the claim through the process from start to finish. 

Online isn’t for everyone, but they believe it’s the only way to offer great cover and great service, at a fair price. Just ask any of the thousands of existing initio customers!

Get a quote today!   (This is where you can link to your own URL) 

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 will only happen if they haven’t used your unique URL to generate their quote and sign up with us.

Here’s a template we invite you to use when emailing your clients. As always, ensure that any hyperlinks you add go to the unique URL we have provided to you:

As a [add job title here e.g mortgage advisor], I am constantly searching for ways to help my clients save money, improve the level of service they are receiving and ultimately add value.  I recently came across initio, a leading provider of home insurance, which offers competitive rates and comprehensive coverage. You can check them out here: [this is where you hyperlink your unique URL]

The thing I really like about initio is how easy they make it for you to compare prices and coverage options. Their website is amazing, you can literally get a quote in 2 seconds by simply entering your property address and their cover comparison table allows you to compare policy features between the market-leading brands in an instant. Their online dashboard then allows you to manage all of your policies in live time and when it comes to claims, their smart claims technology makes this whole process a breeze.

Of course, there is no obligation to switch to Initio and the decision is 100% yours, but if you are looking at your home and contents, landlord, or holiday home insurance, I encourage you to click this link [this is where you hyperlink your unique url] and check out what Initio has to offer. It could be a smart financial move that pays off in the long run.