For advisors
Grow your client base, without cold prospecting
Clic Prime routes qualified requests to licensed professionals. Focus on advising — we bring you clients already looking for you.
Qualified requests
Consumers who expressed a real need and left their contact details.
Your discipline
Insurance, mortgage or investments: receive what matches your licence.
No cold calling
No more unsolicited calls: clients come to you.
You stay in control
You advise and sell under your own AMF registration.
Frequently asked questions
Who can become a partner advisor?
Advisors and brokers duly registered with the AMF (or the relevant body) in their discipline. Clic Prime routes the requests; you provide the advice and product.
How does it work?
You sign up, specify your disciplines and territory, and receive matching requests. Contact us to learn the terms.
Does Clic Prime give advice?
No. Clic Prime is a referral service. Advice and sales are entirely the registered professional’s responsibility.