Boost your ROI

Automated marketing and guidance software for protection brokers, advisers and insurers

  • Maximise the conversion of your uncontactable leads
  • Increase your on risk revenue by more than 10%
30 Day Free Trial

Intelligent lead conversion

Attract

Send personalised messages direct from your advisers to uncontactable customers inviting them to get help online

Engage

Collect full fact finds and product guidance using our automated, responsive FACT FINDERâ„¢ survey system

Convert

Provide clear product and pricing options remotely online, with no need for a phone call

About the FACTFINDERTM

Our intelligent, responsive and automated survey system enables you to collect full fact finds online and offer compliant guidance on protection products – whether advised or non-advised - without speaking to the customer

Live notifications

Immediate notification whenever your customer responds

Adaptable Texts/Emails

Control the content of your messaging with unique campaigns by status code

Personalised Messaging

Send messages which appear to your customer as if sent direct from their adviser

Automatic Opt-outs

Automatic and immediate opt-outs ensure you remain data compliant

Response Tracking

Track responses by adviser, message, status code and campaign

Own Branding

Fully white-labelled with your own company branding and contact details

Bulk Upload

Use our CSV uploader to save time by entering multiple records at once

Marketing Automation

Adjust the time and frequency of repeat messages to maximise conversion

CRM Integration

Integrate with your CRM system to fully automate the process

Unique Question Sets

Build questions sets which align specifically with your sales process or product set

Products

Life Insurance

Critical Illness Cover

Income Protection

Family Income Benefit

Product Options

Adviser Professional Enterprise
Live Notifications
Response Tracking
Personalised Messaging
Adaptable Text/Emails
Automatic Opt-outs
Own Branding
Bulk Upload
Marketing Automation
Unique Question Sets
CRM Integration