Our simple referral process

It can be just a matter of days from the time you request an estimate for your clients to the day they receive their money from the CHIP Home Income Plan. Here are the five simple steps in the referral process.

Identify client using the CHIP sales support material.

Arrange a meeting with the CHIP Business Development Manager and have the client sign a referral form. Your Business Development Manager will provide the Internet address for online referrals. Or, use one of the enclosed forms and fax the signed form to 1-877-408-7269. In either case, retain the signed referral form in your files.

Your Business Development Manager will keep you updated via email on all client developments.

Once the CHIP Home Income Plan funding date is determined, you will be advised of the details so that you can assist your client with the proceeds.

Set up an appointment with your client to implement their financial plan. CHIP handles all after-sales service of the CHIP Home Income Plan, including the annual statements.

Submit Referral Now