Cover Direct for Mortgage Advisers

Become a trusted partner to help you with Protection. Enjoy our customer focused, fully compliant online journey to help your customers whilst earning a generous revenue share, fully indemnified by us.

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Let us take care of Protection

Concerned about passing on customer details to a faceless organisation? Unsure if outsourcing protection advice will disrupt your client journey and/or tarnish your reputation?

Cover Direct exists to address exactly these issues.

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Your business benefits:
  • Your Customer Data is protected
  • Our process aligns seamlessly with your client journey
  • We offer a generous revenue share package
  • Fully indemnified, making clawback a thing of the past
Your customer benefits:
  • No pushing and no sales red flags
  • No unwanted calls
  • Fully advised, 5 star service
  • Easy online fact-finding journey that takes just 15 minutes
‘Working with Cover Direct has taken a huge protection-shaped weight off our shoulders. Their process is very straight forward and fits really well with ours. Our clients find it really easy and, most importantly, we get the peace of mind of knowing that they have received the advice they need. ’

How does it work?

Our market leading process blends the use of technology and human expertise to ensure a smooth customer journey.

It’s about giving people exactly what they want - straightforward protection, delivered with confidence and care.

Decorative
1
Utilise time efficiently

Do not waste time ‘selling’ life insurance to your client at all. Save the time to focus on what you do best — mortgage advice!

2
Explain the process to your clients

Simply explain to your client that you need them to complete your online insurance check as part of their mortgage application.

3
Send your online check

We create a co-branded webpage for you to send your clients. It explains the process and our partnership bridging what your advisors will already have discussed

Book a consultation

Building a Partnership

Cover Direct is a truly independent protection brokerage – whole of market, and with a proven track record for sourcing specialist and complex cover. We have a reputation for delivering a slick customer-lead service with no red flags or pushy sales calls.

If you work with us, we recognise that you are aligning your name with ours and so we are fully committed to ensuring the best possible communication throughout.

More about how we workDecorative

It starts with a consultation

...preferably in person. Here we can learn more about each other to ensure that we are aligned in our values and expectations

Let’s take this online

This is where you will send your customer to begin their online journey to understand their risks according to their circumstances.

Keeping you informed

We track everything and will be able to report to you any metrics which you need and provide your advisers with feedback.

Ongoing Support

We deliver monthly reporting (which we would welcome in person) including customers, policies on risk, values and revenue share so you can invoice us.

5 star Life Insurance.

We've helped thousands of people find the right cover. Read their stories:

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    "Amazing"
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  • 5 Stars
    "Very happy"
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  • 5 Stars
    "Very happy"