A useful referral needs trust and a process everyone understands.
If clients regularly ask you about insurance, finance or retirement planning, a referral partnership may be worth discussing. Before any referral, we agree who does what, how a handover works and whether any remuneration applies.
How it works
Four points to settle before the first referral.
The person you refer should know who will contact them and why. You should know what happens after the handover.
Who we work with
This can include private individuals with a trusted personal network, tax and payroll firms, property professionals, car dealerships, trades, HR services, translators and associations.
Explore the services02 · PermissionNo unexpected contact
Contact details are handed over only after the person has agreed that KEY-FI may contact them.
Privacy information (German)03 · HandoverA detailed report for every referral
You can see the client name, products handled, current status and the basis on which any agreed remuneration was calculated in one traceable report.
Ask a question04 · TermsAgree the details first
Responsibilities, status updates and any remuneration arrangement are documented before referrals begin.
Discuss the arrangementPartnership flyer
Refer. Relax. Share in the result.
The short PDF explains the referral model, services for personal and business clients and the transparent process. It makes no blanket earnings promise; the specific remuneration arrangement is agreed in writing beforehand.
Download the partnership PDFFree enquiry
Discuss a partnership.
Tell us briefly about your field, the region you serve and the type of referral arrangement you have in mind.
- Initial assessment with no obligation
- German / Turkish / English
- We only reply through the channel you choose