Obtain clear consent before referral
Tell the client what will be shared, why Timeliss will contact them and how they can decline or withdraw.
Partner Referral
Ask your client’s permission, refer them for help and follow their referral’s progress.
Before you get started
Partner referral terms can be agreed separately.
Define each party's responsibility
Clarify which advice and work remains with the referring professional and what Timeliss will coordinate.
Share only necessary context
Tell us what help is needed. Keep private documents and sensitive details out of the referral.
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How it works
Submit the referral context
Client permission and referral updates
Timeliss confirms consent and fit
Useful value-add for insurance and advisory clients
Client receives a secure case and next steps
Country-specific service routing for ASEAN families
Frequently asked questions
Yes, access can be scoped so partners see the status relevant to their role.