ALLOWING CONSUMERS TO EDUCATE THEMSELVES ON THEIR NEED FOR PROTECTION
PREQUO LEAD GEN – DRIVING NEW OPPORTUNITIES
Embedded within distribution websites and branded to match, client engagement can be driven through asking prospective clients to enter as little as three pieces of information about themself.
In return, clients become aware of what their protection needs are along with a highly accurate protection cost to set their expectations upfront and start the process of nurturing them through an online protection journey 24-7. Distributors can pick-up the client’s case and complete on an advised or non-advised basis, and all remotely.
PREQUO NURTURE – NUDGING YOUR EXSITING CLIENTS
Create targeted and personalised marketing campaigns from your existing client bank to drive productivity and ensure the best client outcomes.
Agree what your campaign purpose is, perhaps clients without any protection or without certain product types, such as income protection. We’ll run your anonymised data through our PreQuo services to obtain the individual’s personalised protection risks – along with a cost to protect themselves. By doing so your campaign delivers a very compelling, personalised message to your client.
Within the email, your client can receive a link to our PreQuo Lead Generation tool’s landing page, embedded within your website, which will continue to nurture your client through an engaging online protection journey before you make contact with the client. By doing so, advisers will receive fully qualified leads enabling an increased protection conversion yet better protecting the existing client bank.
RISK REPORTS – DRIVING CONVERSIONS AND INCREASING ENGAGEMENT
Providing a powerful sales aid, risk reports drive awareness for the prospective client on the importance of protection and cost.
Designed to support remote advice models along with face to face interaction, the report is available as a PDF to send via email or easily viewable via screen sharing. The reports include indication costs, plus personalised statistics highlighting the client’s likelihood of making a protection claim.
The reports are available to support various protection scenarios:
We’ve also successfully delivered online versions of these risk reports that can be shared with clients in an interactive manner.