Self Generation Portal

20% of your business should be coming from Self Gen. Your target is to generate 10 Self Gen Leads per week. Make the most of your Introducer Agreements and Ask for Referrals in every meeting and from every new Customer. Once you have signed an Introducer Agreement you will be required to email this to [email protected] or post to Business Support. Enter YOUR referral information here

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Refer & Earn T's & C's

Submit Your Self-Gen  

What are the next steps?

The new referral portal is a fast and easy way to create your leads and means that you only have to input the details once to start building your Self-Gen Deals Pipeline.

  • Enter YOUR referral information

    Please provide as much detail and context as possible including whether or not you have already booked an appointment. The more background provided will mean less validation queries from the Business Support Team.

  • Include as much detail as possible

    It is very useful for your BSC to understand how you acquired across the prospect.

  • Referral gets added!

    By effectively using the portal and including as much information as possible, we'll then be able to attribute this lead back to you and have a clear understanding of the business and background information.

Submit Your Self-Gen  

Important Notice

Please note: We only offer advice and services to businesses.

If you're contacting us on behalf of your employer or business, please continue with your enquiry.

If you're seeking personal advice as an individual employee, we're unable to assist with personal employment matters. We recommend consulting with a qualified employment solicitor or Citizens Advice Bureau for individual employment issues.