Commercial Referral Program

When was the last time your business insurance got a tune-up?

As a business owner, you've worked hard to ensure that you are successful. As your business grows and changes with the times, so do your insurance needs.

At Aon, we recognize that everybody's different, and that one size does not fit all. We fine-tuned the process so that you can get the insurance cover you need without having to sacrifice on price.

World Financial Group advisors can confidently refer commercial insurance business to Aon, knowing that their clients will benefit from our extensive expertise and tailored business solutions. As a global leader in risk management, Aon offers a comprehensive range of commercial insurance products designed to meet the unique needs of businesses across various industries. Our value lies in our ability to provide personalized risk management strategies, competitive pricing, and access to a team of dedicated professionals who prioritize client’s commercial insurance interests. By partnering with Aon, advisors and their clients can enhance their clients' business security and resilience, ensuring they receive the highest level of service, coverage, and support.

Refer your client to our broker team

Client First Name
Client Last Name

Client Email Address

Client Phone

City

Province

Language

Business Name

Type of Business

Description of Business Operations

Annual Premium

Annual Sales

Policy Expiry Date

WFG Advisor Details

WFG Code

Licence Type

Advisor First Name
Advisor Last Name

City

Province

Advisor Email Address

Advisor Phone

Additional Information

This referral is for my own insurance

Aon and other Aon group companies will use your personal information to contact you from time to time about other products, services and events that we feel may be of interest to you. All personal information is collected and used in accordance with our privacy statement.

Please click here to manage your communication preferences

Disclosure

I confirm that I have shared and reviewed the terms of disclosure for this referral, together with any potential referral fees with my client and they have asked me to proceed with this referral.

I agree

Please remember to submit your WFG disclosure forms directly to WFG. Disclosure forms can be downloaded at mywfg.com located under Aon's Product Guide, then click on Referral Product Info. Referral forms must be emailed to [email protected].

Please note that due to current insurance market capacity, Aon requires 60-90 days notice for all commercial inquiries without exception for new and renewing coverage. Should your client’s request be urgent note that due to market capacity Aon may not be able to place coverage on a rush basis. For urgent inquiries please contact our commercial department at [email protected] or 1-877-766-9069 and have your advisor code available.

Commercial insurance referrals require 5-7 business days for contact to be made to your client after a submission is sent in via the online submission form. For urgent commercial requests, please instruct your client to call us directly at 1-877-766-9069 to speak with our brokers. Please have your client provide your WFG advisor code to our brokers for referral payments.