Nurture your clients
with personalised
protection information


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PreQuo Knows

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Provide accurate premiums to your clients

Using data from millions of quotes, we predict the protection needs of your clients and provide accurate premiums to significantly improve your sales conversion rate.

  • Improve lead conversion with pre-qualified consumers

  • Higher value per customer through personalised perils and pricing

  • Better customer engagement and service

Discover what PreQuo can do for you…


PreQuo Lead Gen

Help clients to educate themselves on their need for protection with our easy to use calculator tool and instant prices before they speak to an expert, providing you with highly receptive leads.

  • Drive protection conversations via your website

  • Easily educate your clients on the protection they need

Andy Walton

Protection Proposition Director | Mortgage Advice Bureau


“MAB were greatly supported by iPipeline when we decided to run a campaign that focused on our self employed customers who had previously bought a mortgage but hadn’t purchased income protection. Their PreQuo tool was able to create risk reality statistics for thousands of customers AND the indicative price. This then enabled us to produce bespoke customer emails which we then followed up with a phonecall to make an appointment. The highly personalised nature of the email proved a huge success and many of those customers now have income protection that didn’t before. MAB are now looking to use PreQuo for other campaigns and within other areas of the business.”

PreQuo Risk Report

Provide a simple way for clients to view what their protection risks are if they do not have cover in place with custom branded risk reports.

  • Easily engage your customers in the protection journey

  • Kickstart protection conversations quickly and easily

  • Reports are available for: mortgage, re-mortgage, self-employed, rental, income shortfall and risk realities 

Don’t just take our word for it…

“PreQuo and SolutionBuilder support our focus on simplifying the protection advice process for our advisers. For example, advisers would previously have entered their client’s date of birth six times, whereas by integrating Smartr365 with PreQuo and SolutionBuilder, they only need to enter this detail once. We are utilising technology to make the process as streamlined as possible, making it easier than ever for advisers to put financial safeguards in place for their clients.”


Conor Murphy, Founder and CEO

| Smartr365

PreQuo Nurture

Target your client base with highly accurate personalised communications highlighting the risk of not being protected and what their premiums would be for Life Insurance, Critical Illness and Income Protection.

  • Nurture your clients with personalised protection information

  • Ensure your clients are adequately covered 

  • Easily highlight your consumer’s need for protection

Mortgage Advice Bureau Adopts PreQuo

“Working with iPipeline significantly enhances the adviser and customer experience.”

Solution

In order to strengthen their protection proposition further, MAB integrated PreQuo risk reality service, to give their advisers a visual aid to start the protection nurturing process, clearly showing customers the need for specific product types. Working with iPipeline, MAB expanded this further to directly engage the customer with these risk realities.

Results

As a result, 42% of customers who received the email and were called agreed to have an initial consultation. This has led to hundreds of customers purchasing income protection and other protection solutions. “Working with iPipeline significantly enhances the adviser and customer experience. We have met all our requirements for a digital solution that offers more choice in terms of how customers research, receive advice and transact. Advisers can now have more personalised protection conversations and combined with marketing activity; we are seeing radical results.” Andy Walton – Protection Proposition Director


Read the whole story

Delivering Protection Opportunities For Better Consumer Outcomes

Mortgage Advice Bureau (MAB) is a leading mortgage network and the UK’s most recognised intermediary consumer brand offering expert mortgage advice and handling of the entire application process through its 1,400 advisers on a local, regional and national level, both face-to-face and over the phone.

Customers can benefit from access to all of the options available on mortgage deals, many of which can’t be found on the high street and are exclusive to MAB as well as a full range of income protection cover to ensure the right mortgage is selected and the most suitable protection is in place.
An award-winning, first-class service with over 150 national awards, MAB handles over £12 billion of loans annually.


Andy Walton, Protection Proposition Director at MAB, looks at how iPipeline’s services support the network in delivering protection opportunities to their brokers, promoting better consumer outcomes and the resulting improvements to their business processes.


Challenge


MAB believe that all customers should be fully protected, and even if they decline a protection conversation at the time of purchase, they shouldn’t be left behind. The vision was to ensure all clients receive continued advice, at the right time, and to review their existing customer base (their backbook) to ensure there were no protection gaps for any of their customers. MAB wanted to segment and target customers who had the most urgent need for protection, in this case self-employed customers. Having a bespoke solution that would nurture, educate and easily demonstrate to their customers the risks of no protection, or a shortfall in cover, was key to fulfilling their vision.

Solution


MAB were already using SolutionBuilder – iPipeline’s intelligent protection research, quote and apply solution allowing advisers to easily compare all protection needs and quickly identify the right solution based on their client’s specific needs and budget. SolutionBuilder was integrated with MAB’s CRM, Midas, to offer a more seamless and efficient process.


In order to strengthen their protection proposition further, MAB integrated PreQuo risk reality service, to give their advisers a visual aid to start the protection nurturing process, clearly showing customers the need for specific product types. Working with iPipeline, MAB expanded this further to directly engage the customer with these risk realities.


MAB wanted to ensure that all customers have the correct protection in place and so began by mining their backoffice system to identify all customers who were without protection and specifically without Income Protection in 2019. Using this data extract from Midas, iPipeline provided MAB with personalised risk scores and premiums to show customers clearly and simply how affordable cover is and the likelihood they’ll need to claim on this kind of product.


MAB used this data analysis to add to their marketing campaigns, creating engaging email messages and personalised content. Their newly created Customer Care team followed up all of these emails, offering to book in a factfinding session with their original adviser.

Results


As a result, 42% of customers who received the email and were called agreed to have an initial consultation. This has led to hundreds of customers purchasing income protection and other protection solutions.

“Working with iPipeline significantly enhances the adviser and customer experience. We have met all our requirements for a digital solution that offers more choice in terms of how customers research, receive advice and transact. Advisers can now have more personalised protection conversations and combined with marketing activity; we are seeing radical results.” Andy Walton – Protection Proposition Director

How to Easily Create Desire in Financial Protection in 2021

In this webinar you’ll discover how to:
– create desire within your customers by asking 3 simple questions
– mine your current data to create hundreds of fully-qualified warm leads
– transform the way you serve your customers and convert sales forever


As the Mortgage Market Booms, Make Sure Your ‘Protection Advice Gap’ Doesn’t Grow

Join us as we look at the recent market trends and how PreQuo can help you reconnect with your clients.

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