GET YOUR CLIENTS PROTECTED & EARN RECURRING INCOME

Your clients trust you to guide them — but when it comes to insurance, you need a trusted partner.

The AB Phillips Referral Partner Program makes it easy.

You introduce your clients to us. AB Phillips will handle their insurance needs. At the same time, you earn referral income and strengthen your client relationships.

BECOME A REFERRAL PARTNER TODAY
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Collaborating with Australia's leading companies, and member-based organisations to enhance the value and experience provided to their customers.

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KEEP YOUR CLIENTS PROTECTED & ADD A REVENUE STREAM TO YOUR BUSINESS

The AB Phillips Referral Partner Program is designed to make it easy — taking the process off your plate while adding value to your business.

When a client needs insurance advice, simply introduce them to AB Phillips. From there, we do the heavy lifting: working closely with them to understand their situation, find any gaps in their coverage, and make sure they’re not paying for insurance they don’t need.

We’ll manage the quoting, onboarding and claims process from start to finish, and keep you informed every step of the way. You’ll also have access to marketing materials, referral reporting, and financial rewards for every successful introduction.

Thats what we call a WIN-WIN-WIN!

BECOME A REFERRAL PARTNER TODAY

EARN ONGOING REVENUE FOR EVERY CLIENT YOU REFER

When you refer your clients to AB Phillips, you’re not just helping them get the right cover — you’re unlocking an additional income stream for your business.

Every successful referral earns you a financial reward, with no cost to join and no pressure to sell. The more clients you introduce, the more revenue you can generate year after year.

KEEP YOUR CLIENTS HAPPY & PROTECTED

When you partner with AB Phillips, you’re giving your clients access to tailored insurance solutions — without the guesswork.

You’ll help them get the right cover for both their business and personal needs. That means no gaps, no unnecessary costs — plus peace of mind knowing their risks are properly managed.

And, as your partnership with AB Phillips grows, you’ll have the backing of a supportive team that grows alongside your business.

Together, we’ll help you keep your clients happy, protected and well looked after.

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GET STARTED IN THREE SIMPLE STEPS

01

Book a quick call

We’ll show you how to unlock extra revenue and create new opportunities for your clients. It’s important to get onboarded now, so you’re ready when your clients need help.

02

Refer your first client

When you're ready, introduce your first client. We'll guide both you and your client through the process - making it as simple and seamless as possible, so you're fully supported from start to finish.

03

Grow your revenue stream

Every successful referral earns you recurring income — and builds a long-term partnership with AB Phillips.

GIVE YOUR CLIENTS ACCESS TO A FULL SUITE OF INSURANCE OPTIONS

As an AB Phillips Referral Partner, you can connect your clients to a wide range of tailored insurance and risk management solutions — covering their business, personal assets and people. Here’s some examples of what’s available:

Professional Indemnity

Protection against claims of negligence, civil liability, intellectual property infringement, loss of documents and employee dishonesty

Public Liability

Injury to others or damage to property caused by you or your employees at your premises or a client’s premises

Cyber Crime Insurance

Costs related to cyber-attacks, including incident management, business interruption, third-party claims and direct financial losses

Management Liability

Employment-related claims made against directors or officers, such as wrongful dismissal, misrepresentation or failure to employ

Corporate & Leisure Travel

Financial protection while travelling for work or personal reasons

Strata Insurance

Property and contents cover for strata common areas, plus third-party liability

Commercial Motor

Own damage and third-party liability cover for business vehicles – incl. utes, vans, cars and scooters

Landlord Insurance

Protection for rental properties and contents against damage and loss of rent from tenant default

Legal Expenses Insurance

Legal costs for disputes involving unpaid fees, employment issues, property matters, data protection and licensing

Tax Audit Protection

Costs of professional fees if your client is subject to a government enquiry, review or audit

HR Support & Consulting

Tailored HR, Workers’ Compensation, Safety & Wellbeing solutions to support your clients’ businesses

Bespoke Insurance Solutions

Get in touch with our experts to tailor options for your business

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Hear it from our customers…

"Working with AB Phillips has been a game-changer for our organisation and, importantly, for our diverse client base. Their exceptional technical expertise and ability to customise insurance solutions tailored to the specific needs of our clients—whether individuals, businesses, or professionals—have been invaluable. The team’s dedication to providing great customer service, while keeping us consistently updated, ensures that we can offer seamless and reliable support to our clients. It’s a partnership built on trust, excellence, and shared commitment to delivering the best possible outcomes."

— Sean Gavin CA, Director

Wheelhouse Advisory

"AB Phillips has truly set the gold standard for collaboration. Their expertise in addressing the insurance needs of various and complex occupations across our association is unmatched. The team works diligently to develop tailored solutions that ensure each member’s unique requirements are met. Their proactive approach to supplying collateral has made it incredibly easy for us to support referred clients with confidence. The attention to detail, coupled with their exceptional customer service, guarantees that every client feels valued and well-protected. It’s truly a pleasure working with such a dependable and knowledgeable team."

— Lindsay McGrath, Chief Executive Officer

SPASA

“Working with Corey Rule has been nothing short of exceptional. One of our clients required a highly complex liability insurance solution, and Corey delivered with speed, precision, and genuine care. Not only did he manage to place the cover swiftly, he also secured significantly improved terms and substantial premium savings – a rare combination. His ability to cut through complexity and deliver a tailored outcome showed a deep understanding of both the risk profile and the broader insurance landscape. Corey’s expertise and commitment have added real value to our client relationship, and we look forward to working with him again in the future.”

— Amit Shah,

The Gild Group

"Corey Rule has been an outstanding resource for both our team and our clients. His ability to break down complex insurance concepts into clear, practical advice is what sets him apart. In particular, when we were navigating cover options for a tech-based business, Corey made the process seamless – helping the client understand not just what they needed, but why it mattered."

"He has a rare knack for cutting through the jargon without losing any of the detail or nuance, which gives everyone involved real confidence in the decisions being made. Corey is exactly the kind of insurance professional you want on your side – knowledgeable, responsive, and genuinely easy to work with."

— Catherine Alcock, Client Manager

The Gild Group

“Fantastic knowledge and understanding, aiding in meeting my clients' needs. Fast response times with accurate information have been incredibly helpful to our clients. Most definitely [would recommend AB Phillips], working with professionals in their respective industries is of parallel importance.”

— Christopher Coster, Sales & Leasing Consultant

Tsimos Commercial

“Our collaboration with AB Phillips has been instrumental in supporting the insurance needs of our members. Their unparalleled expertise, combined with a commitment to exceptional service, ensures that our members receive tailored solutions that meet their professional and personal requirements. The AB Phillips team has built a foundation of trust with us, always prioritising clear communication and proactive support. Their dedication to delivering value and making the process seamless for both our organisation and our members has solidified a partnership we truly appreciate. We are proud to work with such a reliable and knowledgeable team.”

— Catherine Atkinson, Group Executive Membership

IPA

"The most valuable aspect of AB Phillips' service is that they CARE. We feel like that every time we speak to Jacob (or anyone else) we are listened to and appreciated. When we ask for anything (e.g. exploring cheaper options, playing around with different insured amounts to see how it affects our premiums, etc.) Jacob is more than happy to do this even though it may be tricky. This is coupled with a quick turnaround which makes us feel valued. We have efficient turnarounds on communication and claims, and the team works with us to get cheaper rates.

Yes I would [recommend AB Phillips]. Anyone with a small/medium size business has an extremely busy schedule and has no time to chase things up with people. There is no need for this when I work with AB Phillips. When we ask for something, it gets done.

Jacob has been handling our insurance needs for a few years now, and we couldn't be happier. As a small business, every dollar and every hour counts — Jacob understands that. He's incredibly efficient with turnarounds, always quick to respond, and consistently goes the extra mile to secure us the best possible rates. It's clear he genuinely cares about his clients and takes pride in his work. Having someone as reliable and proactive as Jacob in our corner has made a big difference. Highly recommend!"

— Patrick Marshall, Director

Get It Gone Australia Pty Ltd

Get It Gone Australia Pty Ltd

“Mark Van Der Haar and the team at AB Phillips has been an invaluable partner to our business, bringing a wealth of industry expertise and a deep understanding of our needs. His ability to build strong genuine relationships has made him an essential support for our operations.

Mark's proactive approach and extensive knowledge have helped us mitigate risks for insurable events, ensuring our business stays well-protected. We’re grateful for his guidance and commitment to providing exceptional service every step of the way. ”

— Rob Kruber, Managing Director

Summertime Pools

"Attentive and timely emails, helpful customer service. We are correctly insured for everything we need. Yes, professional and helpful."

— Narell Neville, Co-Director

Birdwings Forest School

Ready To Learn More?

Book a quick call to see how our Referral Partner Program can add value to your clients and create a new revenue stream for your business.

It’s important to get onboarded now, so you’re ready to start referring when the next opportunity comes along.

BECOME A REFERRAL PARTNER TODAY
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