1. Quiz
  2. Your result
  3. Your plan
  4. Your guide

Module 1 · Is this right for you?

How referral partner for SA finance and insurance products works

  • Lesson 1 of 18
  • 5 min read
  • Free lesson

Refer businesses or people to lenders, insurers and comparison sites through official partner programmes, sharing factual information and links without giving financial advice.

Who it suits

People with a business network (accountants, bookkeepers, small-business groups) or a finance-focused audience.

Who pays

Small businesses needing funding, people comparing insurance.

What they get

Points people to legitimate providers.

Is there demand?

Some SA providers run partner programmes: Lula pays commission on successful business-funding referrals (amount not published) and Simply's partner contract pays 7.5% of each collected premium. Most providers do not publish rates.

Real examples
  • Lula affiliate programme
  • Simply partner programme
  • Insurance comparison sites

A good sign: one paid referral in three months.

Do it now

Tick it off when it is done. Your ticks are saved on this device.

Quick check

Pick an answer to see how you did.

In a typical case, how long until the first money comes in?

Your challenge

Check it before you spend

List 20 businesses or people in your network who could use one product.

You are done when:

  • You wrote down what you found
  • You know whether to carry on or adjust

You report this yourself. Nobody checks, so it only counts if you really did it.

This is the free lesson. Get the guide to unlock every lesson and save your progress across devices.

Get the full guide

See all 18 lessons