Lead Generation

The use of existing client information is a valuable tool when it comes to generating new leads for an adviser business. The eServices developed for advisers can help with this process.

Firstly, it is important that the client records held by an adviser firm are up-to-date. These can be verified against provider records by taking a Bulk Data Download which includes the most recent client and client policy records.

In addition, when undertaking client reviews, accurate and up-to-date policy valuations are required.  The quick, easy and accurate method of obtaining these can be through online Valuations.