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Charity Information Pack Leading Life Insurance Experts For Pre – Existing Conditions


About us

The Insurance Surgery is THE go to broker for those with pre-existing conditions. We are passionate about finding the right cover for each individual whether they are fit and well or living with an illness. In the last 16 years we have helped thousands of people to obtain the protection they need for their loved ones.


The Insurance Surgery offers exceptional levels of service

Price Match Promise

Personal Adviser

Annual Review Service

Policy Deed of Trust Service


Join the growing network of charities we work with... The Insurance Surgery will pay you 20% of the commission received on insurance policies taken by customers referred by your charity (average commissions around ÂŁ800).

We have raised over ÂŁ20,000 in recent years for charities through commission on policies and fundraising events.

This could be your charity


We can devise a tailor made solution to fit what you need. Just some of the options we can offer...

Call us for free life insu

0800 083 2829rance advice:

www.the-insurance-s urgery.co.uk

Life insurance experts

For pre-existing me dical conditions such as kidney dise cancer, heart atta ase, diabetes, cks and many mo re We are passionat e about helping peop they are fit and well le, whether or living with a medi cal condition

Price Match Promise

Personal Adviser

Annual Review Service

Policy Deed of Trust Service

The Insurance Surger y has been a fantas tic help for several years now. They have been able to obtain cover for PKD patien ts who were unable insurance elsewh to find life ere. We are always happy to recommend The Insurance Surger y when we are asked find the insurance where to patients need. Tess Harris, Chair, Polycystic Kidney Disease (PKD) Charity .

The Insurance Surgery

Limited is authorised

and regulated by The

Financial Conduct Authority.

The long term implica tions of my renal proble I think about the ms are a major worry future; this is compo when unded by concern financial consequenc about the es that inevitably accompany seriou When I sought life s ill health. insurance I discovered the sad irony that those are likely to need it most are also often who those who are least eligible. The Insura likely to be nce Surgery was very helpful in making (Name withheld) it possible.

Registered in England and Wales:

5137288. Registered office: Wood

Street Mill, 45 Pickford

Adverts for your website and/or newsletters

Freephone: 0800 083 2829

Life is Precious

We are passionate about helping peo ple, whether they are fit and well or living with a medical condition

Price Match Promise

Personal Adviser

Annual Review Service

Policy Deed of Trust Service

Email: enquiry@thein www.the-insuranc surancesurgery.co.uk e-surgery.co.uk The Insurance Surgery

Articles for your website and/or newsletters

Limited is authorised and regulated by The Financial Conduct Authority Registered office: Wood . Registered in England Street Mill, 45 Pickford and Wales: 5137288 Street, Macclesfield, . Cheshire, SK11 6HB

Flyers and posters designed specifically for your needs

Street, Macclesfield, Cheshire,

Links back to your site on the page relating to the condition you support

Designated landing page for your charity

SK11 6HB


Don’t just take our word for it Our level of customer satisfaction can clearly be seen in our Feefo reviews and in the repeat business from our customers. As circumstances change people come back to us for trusted advice and access to great products The people who have dealt with me were very knowledgable about the various products available to me as a diabetic, and found a much better deal for me than my mortgage adviser was able to. They were also very friendly and helpful, kept in regular contact to let me know what progress was being made so I would not hesitate to recommend the service to diabetic friends.

The policy meets my needs and is an affordable price. I have a pre-existing condition and none of the insurers I found by myself or through another broker would provide the cover I wanted. The Insurance Surgery was able to find me a suitable policy very quickly and the application process was quick.

The Insurance Surgery has been a fantastic help for several years now. They have been able to obtain cover for PKD patients who were unable to find life insurance elsewhere. We are always happy to recommend The Insurance Surgery when asked where patients can go to find the insurance they need. Tess Harris, Chair, Polycystic Kidney Disease (PKD) Charity.

The long term implications of my renal problems are a major worry when I think about the future; this is compounded by concern about the financial consequences that inevitably accompany serious ill health. When I sought life insurance I discovered the sad irony that those who are likely to need it most are also often those who are least likely to be eligible. The Insurance Surgery were very helpful in making it possible.


Fundraising The Insurance Surgery is not only passionate about finding the cover that individuals with pre-existing conditions need. We are also passionate about the support we can offer to charities charity through fundraising events. Over the last 15 years we have raised thousands for various charities through events such as... 3 London Marathon 3 Coast to Coast bike ride 3 3 Peaks Challenge 3 MS Challenge 3 Macclesfield Half Marathon 3 Yorkshire 10k 3 Coffee Morning We are always happy to discuss how we can work together if you have any upcoming events


FAQs

Will you really be able to help the people we refer to you?

The Insurance Surgery is a specialist broker, we deal with applications from people with a huge variety of different pre-existing conditions. Our expert advisors know where best to apply according to individual circumstances. We offer independent advice from the whole of the market so we can really explore what is available. To say everyone can get the cover they want at a cheap rate is unrealistic, but we will find the best deal we can for what each person needs.

Can you also help partners or family members without health issues to find cover? Yes, here at The Insurance Surgery we aim to find the right cover and the right price for all customers whether they are fit and well or living with a medical condition.

Is there any cost to the customer?

We work on a no fee basis, our income is a commission from the insurance provider that we place the policy with.

We have to consider the reputation of the charity in the advice/information we offer to people, how can we be certain we are passing those who need help to the right company?

The Insurance Surgery is a specialist in obtaining cover for those with pre-existing conditions. We have been doing this for over 16 years. We are highly thought of in the industry and have an excellent reputation for customer service and for the products we are able to obtain. We have outstanding scores and reviews on Feefo which I would encourage you to read.

What is the application process?

Customers can either give us a call to discuss their needs, or they can apply online filling in a short enquiry form (a link to this can be provided for your website). They will then receive a call back from one of our advisors to go through their needs in detail. After the initial information is taken the advisor will research what is available across the market and then call the customer back with estimated costs. If the customer is happy with the estimates we then move on to application with the most appropriate insurance provider and we will request any medical reports required. Here at The Insurance Surgery we will put in the hard work in pulling together all the information required to make the process as simple as possible for the customer.

What commitment do you show customers once their policy is on risk?

We aim to ensure our customers continue to have the right policy for them in the long term. To achieve this we offer a free annual review service. We look to see if anything has altered with their health, or underwriting principles that results in us being able to obtain better rates. Or perhaps if something has altered in their lives, moving home, an extra child, then we can help them reassess the level of cover in place.

How do we begin working with The Insurance Surgery?

We will have an initial discussion with you so we can understand the type of customers you would be referring over. We will also discuss what approach best suits your charity, for example do you need us to prepare wording and links for your website, some flyers for you to send out, articles for newsletters, maybe some information for your helpline team. We can offer a bespoke approach for you. We will need to register your charity as an introducer of business to The Insurance Surgery with the Financial Conduct Authority. That is done by us, with no costs involved and no ongoing commitment to any form of checks on the charity.

Is there any cost to us as a charity for working with you?

No, not at all. We will of course make payment to you by way of commission on any policies that go on risk that have come to us via your charity. There will never be any payment from you to us.

How are we paid?

Commissions would be paid on a monthly basis at a rate of 20% of the commission received on policies put on risk that are introduced by your charity.

How do you know to credit us with leads?

Links to use on your website will take applicants to a designated landing page so we will know they are from you. Alternatively if the customer calls they will be asked where they heard about The Insurance Surgery so we can note this on their file so you can be credited for their policy.


We can also help with travel insurance The Insurance Surgery has partnered with Just Insurance Agents Ltd, one of the UK’s leading travel insurance specialists for pre-existing conditions. We have access to a large panel of insurers so we can compare policies to find the most appropriate solution for a customer’s individual needs and circumstances. As with the life insurance referrals we can arrange designated links and whatever bespoke solution you require from articles, to adverts and flyers.


For more information on how we can work together simply call 0800 083 2829.

/TheInSurgery @TheInsSurgery the-insurance-surgery @TheInsSurgery

The Insurance Surgery Limited is authorised and regulated by the Financial Services Authority. Registered in England and Wales No. 5137288. Registered office – Wood Street Mill, 45 Pickford Street, Macclesfield, Cheshire SK11 6HB

The Insurance Surgery Charity Info Pack  

Information pack for prospective charity partners.

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