🤝 Work With Us
Join Our Affiliate & Introducer Programme
Are you an HR consultant, accountant, business adviser, or financial professional working closely with clients on their employee benefits, protection, or wellbeing? If so, we’d love to collaborate with you.
At Proactive Medical & Life, we specialise in group and individual health insurance, life cover, critical illness, income protection, and employee benefit schemes. By referring your clients to us, you can be confident they’ll receive expert, regulated advice — while you earn a fair referral fee for the introduction.
✅ What We Offer Our Introducers
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Compliant Referral Model:
We work under an Introducer Appointed Representative (IAR) structure, meaning you don’t give advice — you simply introduce. We’ll handle all regulated activity in full compliance with FCA requirements.
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Simple Introducer Agreement:
We’ll provide clear, compliant documentation outlining the relationship and your entitlements — transparent and tailored to your needs.
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Referral Fees or Commission Share:
Choose the structure that works for you:-
One-off fixed referral fee per successful introduction
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Or a % of our commission (especially on larger, ongoing group schemes)
All payments are disclosed to clients if requested, as per compliant guidelines.
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Client-Centred Advice & Support:
Your clients will be advised by regulated, award-winning specialists. We’ll tailor solutions to their needs — and never cross-sell or upsell anything outside their scope.
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GDPR-Compliant Updates:
With client consent, we’ll keep you informed on their progress and policy outcomes, while respecting all privacy and data security laws.
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No Hassle, No Liability:
You’re not responsible for advice, documentation, or compliance. We’ll take care of every detail, while you maintain the client relationship.
Who We Work With
We’re proud to work with:
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HR & employee benefit consultants
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Independent financial advisers (IFAs)
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Business accountants
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Insurance brokers not offering PMI or protection
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Trade associations and membership groups
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SME business owners & directors
Whether you're looking to enhance your client offering or generate passive income, we’re here to support you.
Why Choose Proactive Medical & Life?
✔️ Trusted Since 2009 – Award-winning advice and long-standing industry reputation
✔️ Fully Regulated – Advice you can trust, backed by rigorous compliance
✔️ Dedicated Broker Support – Direct access to a named expert for every case
✔️ National Reach – Supporting clients and introducers UK-wide
📩 Interested in Becoming an Introducer?
Get in touch today to request your introducer agreement or book a discovery call with our team. There’s no obligation — just a friendly chat to see if we’re the right fit.
👉Contact Us
👉 Email: info@proactiveinsurance.co.uk
👉 Or call 0208 207 7394
Let’s build something great together.
Proactive Medical & Life — Protecting what matters.