Refer and Earn
Our insurance brokerage firm values the trust and support of our existing clients and partners. To show our appreciation, we’re excited to introduce a referral incentive scheme that rewards you for referring new clients to us.
How It Works
Referal Process
- Refer a Client: Refer a friend, family member, or colleague to Bethel..
- Client Purchases Policy: The referred client purchases an insurance policy through our firm.
- Earn a Reward: You earn a reward for each successful referral.
Rewards
Grab any desk in the common area — 1 day/mo included. Bring your device, pick a seat, and get to work. Also includes:
- Cash Incentive: Earn a cash incentive of [amount] for each successful referral.
- Gift Cards: Receive gift cards or vouchers for popular retailers or restaurants.
- Discounts: Enjoy discounts on your own insurance premiums or other services.
Eligibility
- Existing Clients: Existing clients who refer new clients to our firm are eligible for the referral incentive scheme.
- Partners: Partners, such as financial advisors or accountants, who refer new clients to our firm are also eligible.
Terms and Conditions
- Minimum Premium: The referred client must purchase a policy with a minimum premium of [amount].
- Policy Duration: The referred client must maintain the policy for a minimum of [time period].
- Referral Limit: There may be a limit on the number of referrals eligible for rewards.
Promotion period
This referral incentive scheme is valid from May 1 to May 31st 2025. We reserve the right to modify or terminate the scheme at any time.
How To Refer
- Phone or Email: Contact us directly via phone or email to refer a client.
- Online Referral Form: Fill out our online referral form on our website.
We’re excited to share this referral incentive scheme with you! If you have any questions or need more information, please don’t hesitate to contact us.