A strategic partnership between IAB and Company Protection – introducing the new Referral Hub and Business Resilience Check that empowers you to enhance client advisory, improve retention and unlock new revenue opportunities.
In partnership with the:
Let us help you scale your practice
Whether you want to scale your practice or continue at your current pace, your clients are looking for more than compliance—they expect you to protect what matters most.
The shift from routine bookkeeping and compliance into strategic advisory can feel difficult—whether due to limited time, confidence, fear of changing client dynamics, or clients who don’t always see the value.
Without the right systems, it can feel overwhelming.
That’s why, with input from IAB Ambassadors, we launched the Referral Hub and Business Resilience Check—built to help you uncover areas of risk, add value and earn more without needing deep product expertise.
Use the new Referral Hub and BRC to:
Identify client risk – uncover financially vulnerable SMEs with a smart, easy-to-use, interactive tool
Deliver proactive value – send bespoke resilience reports ahead of renewals or review meetings
Delegate advice – Our FCA-regulated advisers handle detailed guidance, so you can stay in control without needing to be a product expert
Refer and Earn – We pay average partner commissions of £945 per case
Through our partnership with the IAB, you now have free access to the Referral Hub and its Business Resilience Check—practical tools that make it simple to spot financial vulnerabilities in your clients’ businesses, share professional continuity resources, and add real advisory value while generating a new income stream.
What IAB Members can unlock for free
The Referral Hub
Our Referral Hub is a dedicated platform that helps you support your clients while generating referral income with ease.
– Business Resilience Check tool
– Personalised Risk Reports for clients
– Referral tracking and status updates
– Explainer videos and how-to guides
– Email templates and marketing content
The Business Resilience Check
The Business Resilience Check is a quick, client-friendly tool designed to highlight financial vulnerabilities in a business.
– Takes just minutes to complete
– Generates a personalised resilience report
– Identifies gaps in key protection areas
– Helps prompt meaningful client conversations
– Creates seamless referral opportunities for advice
A smarter way to support your clients (and scale your practice)
Built with IAB insight
Co-designed with IAB Ambassadors, the Referral Hub and Business Resilience Check (BRC) tackle the exact barriers members face when moving from compliance to advisory.
Seamless referral & tracking
The Hub gives you a live referral tracker, automated case updates and average partner earnings of £945 per completed case — all with zero clawback risk.
Zero-cost, zero-admin
Access, tools and adviser support are completely free for IAB practices; our FCA-authorised team handles the technical advice, so you stay focused on your core work.
Ready-made marketing kit
Email templates, social posts, CPD-accredited videos and campaign guides make it easy to launch back-book or renewal campaigns in minutes.
Instant risk insight
The BRC takes minutes to complete and produces a personalised Resilience Report you can share at renewal or review—adding clear, tangible value for every client.
On-demand coaching
Short walkthroughs, live webinars and one-to-one support give you the confidence to start advisory conversations and deepen client relationships.
Where & When to Use the Business Resilience Check
With the BRC doing the discovery work for you, all you need to decide is when to share it. Here are the best moments to slot it into your existing workflow:
Ahead of preparing year-end accounts – send the BRC link alongside your usual year-end checklist to add strategic value and uncover hidden risks.
New-client onboarding – include the BRC in your welcome process alongside AML checks to demonstrate a holistic, forward-thinking approach to business support.
Major business changes – business loans, director changes, or new shareholders are ideal moments to check for emerging risks.
Quarterly or annual review meetings – complete the check live during a review meeting; the report creates a natural advisory conversation.
Tax-efficiency discussions – when clients ask how to cut their tax bill or use company funds more smartly, the BRC report highlights options such as Relevant Life Plans
Dormant/back-book re-engagement – re-open conversations with past clients by sending the BRC link and offering a fresh perspective on their resilience.
Simply share your unique link or run the check together in under ten minutes — the personalised Resilience Report and our adviser team handle the rest.
Get started today
Empower your clients and unlock new advisory income in minutes.
Simply register for free on the IAB Referral Hub and you’ll get instant access to the Business Resilience Check, live referral tracking and all supporting resources.
Click here to create your FREE Hub account
Have questions first? Feel free to email us at info@companyprotection.co.uk and we’ll be happy to help.