How to Refer a New Client to Husky

Follow these quick steps to introduce a new company to Husky.

1. Go to the Companies List page: Open the portal here.This is your main dashboard where all companies are listed.

2. Click Introduce company: On the Companies List page, select Introduce company to start the referral process.

   

3. Complete the company details: Fill in the following fields:

   1. Company name

   2. Number of employees

   3. Duties start date (use the calendar icon)

   4. Add the company contact (main point of contact) and leave the tick-box selected if you are happy for the contact added as a company-level employer user (recommended)

4. Select the support the company needs: Under “What does the company need us to do for them?”, tick the relevant option(s):

   1. New scheme setup

   2. Rectification services

   3. Salary Exchange

   4. Transfer administration

5. Start the introduction: Click Start the company introduction process, and the company contact will receive an email letting them know they’ve been referred to Husky and how to continue the process, with the option to book a call with the team to learnmore.