Use cases / Insurance and financial advisers
Enquiries you can prepare for before you call.
Cover type, rough circumstances and timing decide whether a consultation is worth booking. All three can be asked before the enquiry reaches you.
What goes wrong
The three that cost the most.
Enquiries arrive with no indication of what cover they want, so every first call starts from zero.
Life, income protection and business cover are different conversations, and one generic page speaks to none of them.
People are wary about handing over personal details, and a page with no visible privacy notice loses them at the form.
How it helps
What changes on the page.
Cover type, asked on the page
What they are looking to cover, roughly their situation, and when — collected before the enquiry lands, so the first call is a conversation.
A page per product
One brief per line of cover, so the page answers the specific worry that brought them rather than listing everything you can arrange.
Privacy handled visibly
Your privacy and cookie pages publish with the page and nothing tracks anyone before they agree — which is exactly what a cautious enquirer is looking for.
FAQ
Questions this sector asks
Can I avoid collecting sensitive details on the page?
Yes, and you generally should. Ask only enough to decide whether to book a call; take the detail in the conversation where it belongs.
Does this meet financial promotion rules?
You control every word, and the privacy pages are written for you. Whether the copy satisfies your regulator is your call, and worth having checked.
Will the chat give advice?
No. It only knows what is on your page, follows a fixed set of questions, and hands people to your form. It never recommends a product.
Put your next page up today.
Start free, put it live on your own web address, and see your first enquiry before the week is out.