BUILD YOUR FUTURE
WITH CONNECT.
We act as the gap filler between insurers and clients. Now, we're looking for the right partners to scale that mission nationally.
The Big Idea
The Connect Sub-AR Broker Partner Model
CBI is building a national footprint through organic growth and selective broker book acquisitions. We are not a franchise, and we are not a generic aggregator.
Our model is simple: We provide the engine; you drive the car.
We offer high quality brokers a "Sub AR" structure where you operate under our group licensing and compliance framework, leveraging our brand, systems, and back office support to build your own asset.
WHAT IT IS
- • A true partnership model
- • Supported autonomy
- • Access to enterprise grade systems
- • A path to equity/ownership
WHAT IT ISN'T
- • A salaried employee role
- • A "set and forget" passive income
- • A generic lead generation service
- • Total independence without rules
Who This Is For
We are selective. This opportunity is not for everyone.
Ideal Partner Profile
- Experienced Commercial Broker: You know the mid market mining/civil space.
- Hunter Mindset: You want to grow a book, not just service one.
- Values Aligned: You believe in "Seek to Understand" and "Deliver with Pride".
- Tech Capable: You embrace modern tools like Riskwise and remote workflows.
Red Flags (Not For You)
- Admin Focused: If you love processing paperwork over talking to clients.
- Lone Wolf: If you refuse to follow a proven system or brand guidelines.
- Short Term Thinker: If you're looking for a quick cash grab without building value.
- Compliance Averse: If you view governance as a "suggestion" rather than a rule.
Partner Value Stack
Enterprise-grade support without the bureaucracy.
Administrative Support
Access our 80% remote processing team for claims, renewals prep, and admin. Free yourself to sell.
Systems & Tech
Full access to Riskwise (our custom CRM), Microsoft 365 suite, and integrated quoting tools.
Compliance Framework
We handle the heavy lifting of licensing, audits, and regulatory requirements under the group licence.
Brand & Marketing
Use the trusted Connect brand, website, collateral, and lead generation assets from day one.
Mentorship & Coaching
Direct access to Paul and leadership for deal structuring, complex claims, and business strategy.
Office Infrastructure
Access to hot desks in HQ and support for establishing local presence in target regions.
"We're in It Together"
Our operational edge is relationship-first advice backed by a predominantly remote processing model.
What We Expect
High standards protect everyone's value.
Non-Negotiables
Brand Alignment
You represent Connect. Tone, visuals, and service delivery must match our Style Guide.
System Adoption
If it's not in Riskwise, it didn't happen. Full adoption of our tech stack is mandatory.
Compliance Integrity
Zero tolerance for shortcuts. We sleep at night because we do it right.
Activity & Reporting
Regular pipeline reviews and transparent reporting on growth metrics.
The "Why"
These standards aren't about control; they're about protection.
By maintaining strict quality control, we protect:
- The value of the brand you're building under
- The security of your client book
- The efficiency of the support team serving you
Day-to-Day Operating Model
How we work together to deliver results.
You (The Partner)
- • Client relationships
- • Risk advice & strategy
- • New business hunting
- • Complex claims advocacy
- • Annual reviews
Us (The Engine)
- • Processing & admin
- • Claims lodging & follow-up
- • Compliance checks
- • Marketing support
- • Tech maintenance
Operating Rhythms
Weekly
Pipeline review (30 mins), Claims update (email), Team huddle (optional).
Quarterly
Strategy deep dive, Compliance audit, Marketing plan review.
Commercial Model
Transparent, fair, and designed for growth.
Disclaimer: The figures below are examples only and do not constitute a binding offer. Final commercial terms are set out in individual Partner Agreements and may vary based on experience, book size, and entry pathway.
Commission Splits
To Partner (Example Range)
To Partner (Example Range)
Fee Structure
- Platform Fee~AUD 500 - 1,500 / mo
- Tech StackIncluded
- PI Insurance% of GWP
- Admin SupportTiered usage model
Growth Path
Scale with us across Australia.
National Expansion
Our vision is to build a national footprint. We are actively seeking partners to establish "Connect [Location]" presence in key regions.
Future Opportunities
- • Equity participation in the group
- • Acquisition of your book by CBI
- • Regional leadership roles
Application Process
How to join the team.
Initial Expression of Interest
Submit your profile and high-level book summary.
Discovery Call
30-min chat with Paul to check values alignment and goals.
Business Plan Review
Submit a simple 1-page plan: Target market, revenue goals, support needs.
Compliance Check
Standard background, police, and reference checks.
Offer & Agreement
Review commercial terms and sign Partner Agreement.
Onboarding Plan
Your first 90 days.
30
Days 1-30: Setup
- • Systems access & training
- • Brand assets setup
- • Compliance induction
- • Initial pipeline review
60
Days 31-60: Launch
- • Market announcement
- • First policies bound
- • Admin workflow refinement
- • Weekly coaching calls
90
Days 61-90: Momentum
- • First quarterly review
- • Revenue targets assessment
- • Long-term growth planning
- • Full autonomy transition
FAQ
Straight answers to common questions.
READY TO CONNECT?
If you're a high-performing broker looking for a home that values advice, speed, and partnership, let's talk.
Paul - Founder
[email protected]