UK Advisor Programme Toolkit

Our goal is to provide you with an effortless way to add additional value to your customers. As a result, we have created an Advisor toolkit which will include programme overview documents as well as dedicated marketing resources to help you drive more referrals and build additional revenue streams with Concur. Sign up to our newsletter to ensure you get updated on new resources and marketing campaigns as they happen.

CONCUR SOLUTIONS:

Although we don’t require you to sell our products, it’s always good to know what you’re recommending. Follow the links below to start understanding the different Concur solutions. These are created to be part of a seamless platform, or as a standalone product dependent on the need. Click on the icons below to find out more about each solution.

For those Advisors that are looking to connect their solution to our platform, please visit our platform page.

THE SALES PROCESS:

Below is a diagram to show what our sales process looks like. We will discuss how involved you would like to be during the account call (step 2) and you can be as involved as you would would like. Should you have any questions during the deal, please contact Georgie at georgie.lynch@concur.com. For a more detailed look at our process, please download the Advisor Programme Overview from the menu bar on this page.

THE PAYMENT PROCESS:
Below we have included a few documents that you will need to read and fill out in order to get payment once a referral has closed. The W8 and Sourcing Statement forms must be filled out before any payment can be issued by Concur. This needs to be filled in by an authorised representative of the business.