Referral (guidance)
Our guidance (non-advised) protection team are perfect for any customers looking a less complex policy and a quick outcome for personal protection, for example a person/ family who is due to complete on a new property imminently.
Our non-advised telephone sales team are not like many others. There are no pushy sales people, our team are here to help your customers build a picture of their own needs and provide a number options to allow them to make an informed decision, with confidence. A fully scripted process means you can be absolutely clear on the service and products being offered to your customers.
Many partners we work with, also use our guidance team to outbound call customers who have completed a quote via their White Label or Bespoke Build websites to convert these leads.
