Partner with Sage Financial Solutions
Offer your clients a range of insurance solutions — delivered with confidence, care, and ongoing commission.
Become a Sage Financial Introducer
If you’re a financial adviser, accountant, solicitor, general insurance broker, or a trusted professional with clients who could benefit from life insurance, income protection, or employee benefits, we’d love to welcome you to our Introducer Programme.
At Sage, we understand that not everyone has the time, expertise, or regulatory permissions to advise on insurance. That’s where we come in — helping you broaden your services, add value for your clients, and grow your revenue without additional complexity.
Why partner with Sage Financial?
-
By partnering with Sage, you gain access to a trusted insurance solution that complements your core services—without the need to become an expert yourself.
From IP, Life and benefit items, we can help. -
Our experienced team provides honest advice tailored to your clients’ needs. We support them from first enquiry through to renewal, offering clarity, compassion, and care.
-
We don’t cross-sell or upsell additional products. Your client relationships are respected and protected at every stage.
-
You’ll receive a competitive commission every time a client you refer takes out a policy—with continued earnings at every renewal.
Step 1
Refer your client to Sage with their consent—we’ll handle the rest.
Step 2
Our expert advisers will support your client with free, friendly guidance, and a full review of available policies.
Step 3
If they take out a policy, we’ll handle the paperwork—and you’ll receive your commission.
Step 4
You’ll continue earning on each renewal, year after year.