Incremint

Incremint is a financial lead-generation and referral platform for Financial Advisors and Ambassadors. Refer customer requirements for insurance, mutual funds, stocks and other financial services through Incremint. Our team processes the lead, conducts relevant product research and helps route the requirement to a suitable authorised advisor or licensed partner. What you can do with Incremint: • Refer customer leads across insurance, mutual funds, stocks and other financial-service categories • Submit customer requirements and let our team process the lead • Track the progress of your referred leads from enquiry to closure • Access product research and lead-support information prepared by the Incremint team • Get support in identifying a suitable authorised advisor or licensed partner • Track eligible referral fees, payouts and earnings history • Monitor updates related to your referred leads • Receive notifications about important lead updates, renewals and payments • Access available training and Incremint resources How Incremint works: 1. Refer a customer requirement Refer a customer who is looking for insurance, mutual funds, stocks or other financial services. 2. Incremint processes the lead Our team reviews the requirement, conducts relevant product research and works on routing the lead appropriately. 3. Connect with the appropriate advisor or partner Where regulated advice, product recommendation, execution, sale or fulfilment is required, the customer is connected with the relevant authorised advisor or licensed partner. 4. Support the lead journey Incremint supports the lead journey and helps coordinate communication and follow-up with the relevant advisor or partner. 5. Earn through eligible referrals Financial Advisors and Ambassadors can earn referral or lead-generation fees for eligible referrals, according to the applicable programme terms. Important: Incremint is a marketing, lead-generation and referral platform. Incremint does not itself act as an insurance broker or sell or issue insurance policies. Where regulated advice, product recommendation, execution, sale or fulfilment is required, the relevant activity is handled by the appropriate licensed or authorised partner. Incremint helps you refer. Our team researches and facilitates. Authorised partners handle regulated services.