REFERRAL PLATFORM
Life Insurance Referral Platform for Financial Advisers & Licensees
Keep Insurance Co helps advisers scale their risk insurance offering with a white-label, digital-first platform - perfect for streamlined referrals and growing underserved markets.
Adviser landscape
Helping Advisers Thrive in a Changing Landscape
At Keep Insurance Co, we understand the value of professional advice - but we also recognise the increasing challenges faced by financial advisers in today's environment. Rising compliance costs, tighter margins, and a shrinking adviser pool have left many clients, especially younger professionals, without access to adequate life insurance.
Keep offers a streamlined, compliance-friendly life insurance referral platform that enables financial advisers to serve clients with simple needs, without the cost and burden of full advice. Through our tech-enabled system, clients get fast access to quality retail life insurance products, while advisers generate revenue via a trusted referral process.
Whether you're an individual adviser, part of a licensee group, or looking to build a scalable solution for your network, our platform is built to help.
Referral partnerships
Optimised Life Insurance Referral Partnerships
Advisers are often forced to turn away lower-premium or non-core clients due to capacity issues or regulatory risk. Yet, this untapped market presents a powerful opportunity.
Keep's life insurance referral system enables financial advisers to:
- Seamlessly refer clients with simpler needs
- Earn referral fees with full transparency
- Ensure every client is protected - even if they don't qualify for full advice
- Keep the door open for future advice relationships as client needs evolve
Many advisers are turning away clients they can't afford to service. In fact, over 50% of life insurance business is written by just 500 advisers in Australia. Our platform provides a life insurance referral solution that turns lost opportunities into revenue - and keeps clients protected.
White label
White Label Life Insurance Technology for Licensees and Advisers
Keep offers a fully branded white label life insurance platform. The system integrates seamlessly with your brand and business logic.
- Intelligent triage tools based on premium, age or asset thresholds
- Branding consistency to maintain trust
- Scalable referral and servicing models
Platform Demo: White Label Life Insurance
Overview
1-Minute Overview: Keep's Platform
See how our system supports self-directed users access quality insurance.
Audience
Built for Financial Advisers
Our solution supports:
Financial advisers
Financial advisers seeking to serve more clients without stretching compliance resources
Licensees
Licensees building group-wide insurance solutions
Risk advisers
Risk advisers managing lead volume through life insurance referral partnerships
Referral partners
Accountants, mortgage brokers, and other professionals needing an easy referral path for all their clients
Benefits
Benefits for Advisers & Clients
Enhanced Client Protection
Clients receive fast, easy access to quality life insurance solutions.
New Revenue Streams
Earn from clients you would otherwise turn away
More Capacity
Focus on high-value clients without ignoring others
Compliance Made Easy
General advice platform leading to lower regulatory risk.
"The industry struggles with a shortage of advisers and high compliance costs, while direct insurance doesn't always offer the best value. Keep's platform fills the gap - quickly, easily, and at scale." - D. Hannigan, Founder
Partner With Keep
Looking to simplify your risk process, unlock new client segments, or embed a digital life insurance referral platform into your business? Get in touch to see how Keep can work for you.