Following the highly successful launch of our telephone qualified life leads, engage are building on our market leading product and service with the introduction of Hot Keyed Life leads.

Generated from the same team who provide our life leads, we are now able to transfer a lead directly to you and provide a professional handover with a summary of the call and what the client is looking for.

The life leads are available either regionally or nationally and will only be transferred if they meet out strict guidelines, namely:
• sum assured of over £75k (our average is currently £167k)
• they want to talk to an adviser about life cover and/ or CIC
• they know what the product is and have a need for it
• they have not rebroked their cover in the last 6 months.
Our hot keyed life leads are available from £60 per lead.

Engage:cs has differentiated itself from the market not only on the quality of our life leads, but also on our approach to invalids and simply put, if the lead does not want to talk to you, we will replace it and don’t just take our word for it, see what some of our clients say.

After what feels like years of work (I have been reliably informed it was only weeks!) engage has launched it’s audit reports for those looking to sell or buy IFA practices!

The audits have been developed to meet the needs of either buyers or sellers of IFA practices and provide comprehensive insight into what a client base really looks like.

So buyers – find out what you are buying before it is too late.  Accounts and commission statements are great at telling you what the practice has earned in the past, but not what its future value is (we all know the dangers of working on past performance…). the buyers audit lifts the lid on what you are buying and also helps you identify the untapped potential.

And sellers – get your client base in its best possible shape, iron out those gaps in your data before a buyer uses these to drive down the cost of your business.