Struggling with consistent prospect flow?
We'll handle getting you verified prospects so you can focus on providing value and building trust. Save time, expand your reach, and boost your success rate with our services.
Get pre-qualified prospects
Each prospect goes through 3 stages of qualification checks to ensure they are real.
Prospects are not incentivised
Unlike other platforms, these leads are really looking to hear from advisors.
Get assigned prospects on a regular basis
Consistency is our main goal, we strive to ensure that you are assigned at least 1 prospect every 3 days.
Superstar?
If you think you can handle more, let us know and we'll set you up to get considered for one a day!
Quality Prospects
The prospects are triple vetted before they are accepted to ensure that they are serious about exploring their insurance options.
Easy communication channels
Although you will not be given their contact until after submitting your suggestions, we have a telegram bot that will allow you to continue to engage with your prospect.
Easy to start
Just set up your account, make an online payment and you're ready to go!
Start getting quality prospects today!
We'll handle getting you verified prospects so you can focus on providing value and building trust. Save time, expand your reach, and boost your success rate with our services.
How it works
Step 1: Ensure Prospect Authenticity
Upon the completion of the 20-question questionnaire and verify their contact details, our team conducts a thorough check to ensure authenticity. We cross reference how they interact with the website to determine if they are legitimate prospects. This rigorous pre-qualification process guarantees high-quality leads for you.
Step 2: Assigning Advisors
Once the prospect is authenticated, we will assign them to the advisors. Up to 5 advisors will be assigned (at the same time) and in order to ensure the best experience possible for all, at most 2 advisors will be from the same company.
For example, one prospect may be assigned to 2 advisors from GE, 1 from AIA, 1 from Prudential and 1 from Manulife. Or it could be 2 from Manulife, and 1 from the other companies.
Step 3: Curate Proposal
Advisors use the information they have provided and create a personalised proposal for them. At this point, you will not be given their contact, but can use our built in messaging system to engagae with these prospects. The goal here is to build rapport so that the prospect is willing to meet up with you.
Step 4: Connect with Your Prospects
Once you submit your proposal, you will be given the prospect's contact details. By then hopefully the prospect recognises the effort you have put in and is more likely to engage with you.