"Protection is rarely a simple recommendation for advisers to make."
- Alisa Wallington, Director of Portal Product at iPipeline
PreQuo® Lead Gen is part of iPipeline’s PreQuo suite of products and sits within an adviser or broker website to provide a smart first point of contact for customers. Utilising data and predictive analytics, the adviser software has learnt how to deliver fast, personalised responses to three simple questions – it also provides a potential sum assured, policy term, and indicative premium.
iPipeline’s upgrades will now ensure seamless integration with a firm’s website and branding while providing a considerably more interactive experience. It also provides a new mobile experience and a more intuitive results screen for customers. This allows them to experiment with various levels of coverage through the software’s interactive sliding scales that depict real-life scenarios for risk and the likelihood of claims.
The latest version of PreQuo® Lead Gen provides website visitors with a better idea of the possible cover available to them, helping to drive greater conversion into protection leads.
iPipeline’s enhancements respond to a recent survey in which, of those surveyed (140), nearly a third of advisers said their primary challenge in growing protection is lead generation & engagement. This was followed by price and customer affordability (24%).
“Protection is rarely a simple recommendation for advisers to make. Many customers are more focused on either a mortgage, investment portfolio, or pensions advice. The reality is that protection should provide the foundation for all three,” explained Alisa Wallington, Director of Portal Product at iPipeline.
She said: “Our new improved version empowers ambitious advice firms to improve customer service whilst increasing conversion rates of web traffic to qualified protection leads.”
PreQuo® Lead Gen has already delivered results for a number of firms, including Future Proof Ltd. David Mead, Founder of Future Proof Ltd, said it looks “very smart and is a great evolution of the product. We feel it will really engage potential protection customers and add real value to the growth of protection sales at Future Proof.”
