We only generate leads through Google AdWords and Microsoft Ads.
Fully exclusive, our lead distribution system automatically assigns an exclusive partner
We are fully FCA compliant. We are FCA regulated (Annecto Marketing Ltd) and our compliance department monitor our marketing.
The prospect receives a advisor profile micropage on enquiry submission. This can be personalised to each adviser to build trust and brand awareness.
Our in-house Qualification team will contact all leads and book appointments directly into your calendar.
A basic fact-find is carried out. Questions include - pension value, where the funds are currently held, employment status, and retirement plans.
Our contact workflow is a series of calls, email and text messages. A full breakdown of this can be found in the resource library on your Lead Analysis spreadsheet
Between the hours of 8am and 7pm on weekdays and 9am until 1pm on Saturdays, the initial call is made within 10-15 minutes.
You will have access to a Google spreadsheet where leads and outcomes can be monitored in real time.
Yes, we explain the process, put prospects' minds at ease and share adviser information to build trust.
We send a confirmation email at the point of booking.
We send a reminder text message at 8am on the morning of the appointment.
Yes, we will assist advisers in setting up a free Calendly account. This allows the qualification team to view availability and book appointments directly.
We offer telephone or video appointments initially.
Our average performance expectations are:
• 80–85% contact rate
• 25–35% appointment rate
• 10–15% convert to business
On average, 75% of appointments are kept. Of those that are not, we ask the adviser to make a couple of further attempts to contact the prospect. Our experience shows that a further 15% of appointments are subsequently held, leaving only around 10% that our qualification team will rebook.
Our cost is per valid lead received.
We have options including 20 valid leads, 40 valid leads or 60 valid leads. This will be agreed and included in your lead agreement
Our campaigns are rolling, with the option to pause, if needed, once your agreed minimum lead commitment has been fulfilled.
Yes, we offer flexible monthly caps.
You will receive a New Appointment email, which includes full prospect details, a pension breakdown, appointment details and a basic fact find.
Yes, you will be allocated a Dedicated account manager.
We have a very fair rejections policy, this policy can be found in the resource library on your lead analysis spreadsheet.
Typically, we have review meetings every 10 valid leads or monthly. Your account manager is on hand for any questions or queries.
We have our White Paper on optimising web appointments into business. Your account manager will also be on hand with advice.
We offer a Platinum Partner Scheme (PPS) for clients who have taken over 100 leads. Some of the benefits include a permanent discount, no quibble rejections, monthly invoicing and existing network leads are refunded.
