Become a partner advisor
Sommet Protection generates life and health insurance quote requests and passes them on to partner financial security advisors who want to offer suitable products and attentive service.
Already a partner? Sign in to your secure area.
What you get
Qualified requests
Prospects who asked for a quote themselves, for a specific product, with their contact details and situation.
Fair assignment
Automatic rotation between partner advisors; the administrator can reassign.
Automated follow-up
Emails and text messages to the prospect for 90 days, automatic stop on sale, internal reminders.
Secure platform
Your files, notes and history in a protected area, compliant with Quebec's Law 25.
Full brokerage
Compare coverage from the insurers your firm represents, according to its distribution agreements.
Pay per request
You only pay for the requests passed on to you — no subscription, no fixed fees. Terms are presented during the call.
No volume commitment
You set your own pace. You stay attached to your firm and your team: we are not a firm, we bring you clients.
Requirements
- Hold a valid Autorité des marchés financiers (AMF) certificate in insurance of persons (life and health).
- Be attached to a firm registered with the AMF.
- Continuing education (PDUs) up to date and no disciplinary record.
- Call back every prospect within the agreed time (same business day) and log the follow-up in the platform.
- Comply with Law 25 and our confidentiality rules when handling personal information.
How it works
- 1
You write to us
A short email with your name, your firm and your AMF certificate number.
- 2
We talk
A 20-minute call to validate your profile and walk you through how it works.
- 3
Platform access
Your secure account is created, with a quick 30-minute onboarding.
- 4
First requests
You receive your first prospects by email and text, with a link to their file.
Interested?
Write to us and we will call you back within 48 business hours.
partenaires@sommet-protection.ca