As an IPA Insure referral partner you can refer your clients to AB Phillips for General Insurance, People Matters Advice or Tax Audit Insurance.
If you have a client you’d like to refer, please complete this form and we’ll get in touch with them.
Resources to help you refer General Insurance to your clients.
Please see below for samples of resources you can use to make referring AB Phillips simple and easy. If you would like to receive your own branded versions please email your logo and the contact details you would like to include on the material to insurance@abphillips.com.au
Introducing your partnership with AB Phillips to your clients
To help you with introducing your partnership with AB Phillips to your clients we have prepared some materials. Please see samples below and contact us if you would like to have these customised.
General Insurance
People Matters Advice
Tax Audit Insurance
You can refer clients to us for their General Insurance needs. We offer competitive quotes on all types of General Insurance and offer expert personalised advice. Click on the links below to access resources that you can provide to your clients on AB Phillips General Insurance.
Resources to help you refer General Insurance to your clients.
SAMPLE: AB Phillips General Insurance flyer
SAMPLE: Letter/email template you can send to your clients>
Ready to refer a client for General Insurance?
If your client employs staff we can help them with their people risk management needs. Our People Matters Advice service provides subscribers with direct access to HR, Workers Compensation and Safety & Wellbeing experts via phone or email.
Resources to help you refer People Matters Advice to your clients:
SAMPLE: People Matters Advice email template to send to your clients>
Tax Audit insurance covers accounting fees incurred in the course of an audit or investigation by the ATO or any other government agency. Referring Tax Audit insurance is really easy. Simply download the email template below to receive a customised email that you can then send out to your clients.
Resources to help you refer Tax Audit Insurance to your clients:
SAMPLE: Tax Audit Insurance email template to send to your clients>