Omni protect background image
Caspian - logo - primary.png

Caspian Insurance is one of the UK’s leading life insurance brokers. We specialise in helping customers make informed choices so that they can buy the protection policies they really need.

We believe every customer’s policy requirements are as unique as they are, and so we never adopt a “one size fits all” approach when it comes to life insurance advice.

Customer service is at the heart of everything that we do and we were the only life insurance broker in the UK to have been awarded the prestigious Gold Standard Award for protection advice in 2022.

At Caspian Insurance we understand the challenges faced by brokers when discussing protection with their clients.

We believe in simple partnerships that generate our brokers a second revenue stream so that  they can free up time and resources to focus on what they do best - managing their clients’ financial needs!

With our no cross-sell guarantee you can be confident that your clients will remain your clients and there is no commitment - you can refer regularly, or on an ad hoc basis to suit your needs. We can tailor our service to dovetail seamlessly with your own advice and processes.

Why refer your customers to Caspian Insurance?

  • Save time & resources

  • Remain Compliant

  • Offer Expert Advice

  • Protect Your Reputation

  • Earn Extra Income

Introducer services

Our partnerships team are available to help you every step of the way. As a Caspian Introducer you will have access to:

  • Dedicated Account Manager
    Single point of contact to manage all your protection needs.

  • Tailored Marketing Support
    We can develop an array of assets from dual branded marketing materials, targeted email campaigns and can even provide protection content for your website.

  • Exclusive Partner Portal
    Free access to our exclusive partner portal to refer customers and track them at every stage of the process.

Our process

At Caspian Insurance, we handle your clients’ enquiries from start to finish:

  1. We contact your client to understand their individual needs and circumstances before offering expert advice on the best type of cover for them.

  2. We research the market to provide clients with the best policy options for their protection needs.

  3. We discuss their protection quotes. Once the client is happy, we ask them several key questions about their policy(s) to confirm that they have understood everything.

  4. Our customer care team provides a dedicated and advanced post-sale service for your customers.

  5. Our Trust specialists offer expert advice to customers on the benefits of placing their policies into the correct Trust.

Unlike other brokers, at Caspian Insurance the experience does not end when your clients buy a policy. Our retentions team can support your clients when their circumstances change, and our specialist claims team are on hand when your clients need us the most.

Testimonials

Michael Parkin - B&S Financial Management

"We started using Caspian Insurance, after we decided to concentrate our advice on investment and pension related business. We wanted to be able to refer protection enquiries to a professional and dependable third party, and we have found that this has allowed us to save time and devote more of our resources to our clients whilst also delivering a ‘holistic service.’"

Angela Morton – Angela Morton Ltd

“I have previously been unsure of any type of system that takes the responsibility of helping a client away from us. However, I can say that using Caspian for my clients’ protection needs has certainly been a great benefit to my business. Their system is quick and easy to use, it keeps you updated as to the progress of cases, and we have found that the policies go on risk much quicker than when we were completing the applications ourselves. It has saved us so much time and clients have been very happy with the service Caspian provide.”

Chris Farlow – Farlow Mortgages

“Being a one-man business, I’ve found I just did not have the time to cover everything running my mortgage brokerage. However, I’ve found referring my clients to Caspian for life cover has freed up a lot of my time to concentrate on other matters and made my files compliant at the same time."