Life Insurance Leads - Choice Check

Use this form for all life insurance leads.

All leads will be matched with the best broker based on their answers.

IPG Advisor *

Introduction, calling from Conveyancing Index
Ask how things are going with the property/conveyancing etc
If all good, move on to pitch.

How soon do you expect to close on the property?

Script - Over 2 weeks

And can I ask - have you looked into life insurance, mortgate protection or income protection yet?

Already has life insurance?YesNo

Pitch - Has insurance

Ok great. We actually work with Choice Check, the financial comparison site for home-buyers.

They can match you with some of the UK's best insurance brokers, and they can make sure you have the most complete and cost-effective coverage for you and your family.

Would you like a broker to give you a call to review your current plan, and make sure it effectively fits your new mortgage needs?

[YES] Ok great, I'll just need to confirm a few details:

Just a heads-up, this call will be recorded for training and monitoring purposes.

[NO] Thank them for their time, end call.

Pitch - No insurance

Ok, we find that most people need to take out a mortgage protection policy to cover their new purchase.

[IF INTERESTED]

To help you find the best policy for you and your family, we've partnered with Choice Check, a leading financial comparison site for home buyers.

They can match you with some of the UK's best insurance brokers, and they can make sure you have the most complete and cost-effective coverage for you and your family.

Would you like a broker to give you a call for a free, no-obligation quote on a life insurance and mortgage protection policy?

[YES] Ok great, I'll just need to confirm a few details:

Just a heads-up, this call will be recorded for training and monitoring purposes.

[NO] Thank them for their time, end call.

Title

First Name *

Last Name *

Phone *

Email Address *

Postcode *

Date of Birth *DOB of the caller. If DOB not given, use a random but realistic DOB

Will this be a Single or Joint policy? *SingleJoint

Cover Type *Term AssuranceMortgage Protection Assurance

Years of Cover *(1-90) At least length of time left on mortgage

Cover Amount *(Max £10m) Usually 10x salary OR value of mortgage plus funeral costs.

Matched - Generic

Thank you, that's all we need.

Your details will be sent to Choice Check, and they'll match you with the most relevant insurance broker.

The broker will then give you a call in the next 24 hours to see if they can help.

Keep an eye on your email inbox as well, in case you miss their call.

Thanks, and have a great day.

Matched - Waddle Insurance

Based on your details, we think Waddle would be a great match for you. XXX

Are you happy to be referred to Waddle Insurance for a review call?

[YES] Ok great, we'll send over your details now. You should get a call and an email from Waddle today or tomorrow.

Staging/Production