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Referrals
There are many reasons why referring a client to one of our Omni Protect Referral Partners may be the right solution.
You may be short on time, dealing with a particularly complex medical or underwriting case, or simply choose to operate a referral‑led model within your firm — allowing you to ensure your clients’ protection needs are fully met while you remain focused on other advice areas.
Our referral partners are carefully selected, experienced protection specialists who work alongside financial advice firms every day. They understand the importance of adviser relationships, client outcomes, and regulatory standards, and are set up to handle referred business professionally, efficiently, and transparently.
By referring through Omni Protect, you can be confident your clients will receive high‑quality, specialist protection advice, delivered in a way that complements your service and supports long‑term client trust — without compromising control, oversight, or standards.
Protection Referral
Our Protection Referral Partners provide a practical solution when protection advice falls outside your day‑to‑day focus.
Whether a case requires specialist underwriting support, additional time and resource, or simply sits outside your preferred advice remit, our partners are set up to handle referred protection cases efficiently and professionally. They work closely with financial advice firms to ensure clients receive appropriate, high‑quality protection advice, without disrupting your wider client relationship.
This service allows you to meet client needs with confidence, knowing specialist protection support is in place when you need it.
PMI Referral
Demand for private medical insurance (PMI) has grown significantly in recent years, and with NHS waiting times continuing to impact client access to care, PMI has become an increasingly important consideration.
Our PMI referral service has been designed to support advisers who want to offer a solution for clients, without needing to deliver PMI advice themselves. Whether PMI isn’t a core part of your business model, you’re looking to enter the market, or you prefer to refer this specialist advice, our service provides a simple, reliable route for your clients.
We’ve partnered with Usay Compare, the UK’s largest PMI specialist, to ensure clients receive expert, high‑quality advice that sits comfortably alongside your existing proposition.