Take a look at how you can give advice on the cases you refer to us.

Our Packaging Service is designed with our brokers in mind.

We offer our brokers two routes of submitting cases to us: they can submit and our qualified Customer Relations Managers (CRMs) will source the deal and provide the advice; or, brokers can submit the case, source the product and provide the customer with the advice, and we’ll package the deal.

You Advise

You do the fact find with the customer

We provide you with the ESIS

We package the case

You give the advice

You maintain the relationship with your client

We Advise

You refer the customer over to us

We do the fact find and research

We provide the ESIS

We give the advice

We speak directly with the client throughout

Why not try both routes and see which suits you and the way you work the best. Whichever route you choose, Norton Broker Services are expertise you can trust.