The Challenges
Prior to implementing PreQuo Lead Gen, W Life Insure’s lead generation process was primarily tied to its mortgage business. This approach presented a significant limitation: protection products were offered mainly as an add-on to mortgage services, leaving the protection lead generation largely un-nurtured. One of the key challenges was the absence of an online protection journey for clients. The existing process required manual intervention, which limited scalability and reduced the likelihood of acquiring new protection leads outside the mortgage context.
The Solution
Recognising the need for a more engaging and efficient lead generation tool, W Life Insure explored PreQuo Lead Gen, after discussions with Sean from iPipeline. They aimed to integrate the tool into their website to provide live, interactive quotes for visitors, which allowed potential clients to manipulate figures – giving them an initial sense of cost for protection products.
By deploying PreQuo Lead Gen, the goal was to create a more interactive digital experience that could engage customers without requiring them to fill out lengthy forms or wait for a callback. PreQuo also provided valuable insight by recording the figures entered by clients, enabling better-informed conversations with prospects.
W Life Insure have promoted their PreQuo Lead Gen quote facility through various channels, including email campaigns, social media, and the website, maximising its reach.
The Results
The implementation of PreQuo Lead Gen yielded highly positive results, receiving excellent feedback from clients, and even friends and family who tested the tool. Clients appreciated the ability to interact with the website and receive immediate cost estimate.
Key benefits
- Improved customer engagement in the protection journey.
- Enhanced user experience with live, manipulable quotes.
- Better conversation starters, thanks to recorded customer inputs.
“Absolutely wonderful tool to help customer engagement in the protection journey. We didn’t want our customers to fill in a long form for somebody to have to call them back after gathering their contact details. We felt that a positive interaction was something that we wanted to invest in. We can also see the figures that the client has entered into the system, which gave us a great indication as to where to begin the conversation.” Lee Davis, Mortgage & Protection Consultant at W Life Insure.
“In my conversations with W Life Insure, it was clear that their lead generation for protection was limited by its close ties to the mortgage process. They needed a solution that would engage potential clients directly and encourage them to explore protection products independently. PreQuo Lead Gen has transformed their approach by providing an interactive experience that allows customers to explore costs upfront, making protection more accessible and engaging. This has not only improved customer interactions but also given their advisers valuable insights into client interest before even making contact. It’s great to see W Life Insure leveraging PreQuo to enhance their digital journey and generate high-quality leads in a more scalable way.” Sean Whitfield, Telephone Sales Consultant at iPipeline.
Experience with iPipeline
The company had a very positive experience working with iPipeline, praising their support and the seamless implementation of PreQuo Lead Gen.
Conclusion
PreQuo Lead Gen has proven to be an invaluable tool for enhancing customer engagement and streamlining the protection lead generation process. By providing an interactive and user-friendly online experience, the company has successfully expanded its reach beyond mortgage-related services, setting a new standard for digital customer interactions in the protection space.
Sound Interesting? Let’s Talk!
