New Referral Dashboard | The Insurance Surgery
16 July 2026
Welcome to your brand-new referral portal, making it easier than ever to manage, track, and grow your referrals all in one place!
Here’s what you can now do:
✨ View & download your referral data
Access all your referral information whenever you need it.
📊 Quick-view referral stats
Get instant insights into your referral activity at a glance.
💷 Track commission payments
See what commission is due and whether payments have been made.
📚 Access B2C resources
Discover helpful tools and resources to improve the referral journey for your employees.
📅 Book meetings with our Partnership Team
Need a referral refresher or onboarding support for a new employee? We’re here to help.
📞 Easy access to our contact details
No more searching, all our details are now conveniently housed within the portal.
🚀 Submit referrals directly via the dashboard
A faster, simpler way to refer employees.
Getting Started is Simple:
1️⃣ We’ll send you an invitation email
2️⃣ Create your password
3️⃣ Gain instant access to your new referral portal
Ready to get started and explore your new dashboard?
For more information on the topics listed in this email, speak to the partnerships team on 01625 913444 or start a live chat here.
Best wishes,
The Insurance Surgery Partnerships Team
0800 083 2829
https://www.the-insurance-surgery.co.uk/forms/ifa-full-service/
Opening Hours | Mon to Thurs 9am to 8pm | Fri 9am to 3pm
