Life Insurance Leads Use this form for all life insurance leads.All leads will be matched with the best broker based on their answers. IPG Advisor *Select advisorRickCristianHiraajAmandaJakeCourtney(Other)Choice Check 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?Closed/CompleteLess than 2 weeks2 - 4 weeksOver 4 weeksWaddle LeadYesTemporary override. Must be complete or within 2 weeks of completing.Script - Have insurance?And can I ask - have you looked into life insurance, mortgate protection or income protection yet?Already has life insurance?YesNoPitch - Has insurance - GenericOk great. We actually work with LifeSearch, a protection specialist - they provide everything from Life Insurance, Income Protection and Critical Illness cover, and can make sure you have the most complete and cost-effective coverage for you and your family. Would you like LifeSearch 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 - GenericOk, 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 LifeSearch, one the UK's largest protection specialists - they provide everything from Life Insurance, Income Protection and Critical Illness cover, and can make sure you have the most complete and cost-effective coverage for you and your family. Would you like LifeSearch 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.Pitch - Has insurance - WaddleOk, we work with a protection specialist called Waddle Insurance. They're a whole of market insurance firm, which means they can provide Life Insurance, Mortgage Protection, Income Protection AND Critical Illness Cover. Because of that, Waddle can make sure you have the best policy for you and your new mortgage needs. Would you like Waddle to give you a call to review your current protection policy, and make sure that everything is covered? [Must agree to a phone call] [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 - WaddleWe work with a protection specialist, Waddle Insurance, who offer fee-free advice and search the market to get the right cover for your needs and budget. They're a whole of market insurance firm, which means they can provide Life Insurance, Mortgage Protection, Income Protection AND Critical Illness Cover. Because of that, Waddle can make sure you have the best policy for you and your new mortgage needs. Would you like Waddle to give you a call for a free, no-obligation quote on a life insurance and mortgage protection policy? [Must agree to a phone call] [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.TitleMr.Mrs.Ms.Mx.MissDr.Prof.First Name *Last Name *Phone *Email Address *Postcode *Needs to be the full postcodeDate of Birth *If they don't want to give DOB, just ask for their year, otherwise use a random but realistic DOBWill this be a Single or Joint policy? *SingleJointDo you have children? *YesNoCover Type *Term AssuranceMortgage Protection AssuranceYears of Cover *(1-90) At least length of time left on mortgageCover Amount *(Max £10m) Usually 10x salary OR value of mortgage plus funeral costs.Call-back Time & Notes *Call-back time and any other notes/requirementsMatched - LifeSearchThank you, that's all we need! Just to confirm once more, are you happy for me to share your details with LifeSearch? [YES] Ok great, I'll forward your details to LifeSearch, and they'll give you a call at your preferred time to check your policy. If you miss their call, they'll send an email and text to arrange a more convenient time for you to talk. Thank you, and have a lovely day!Matched - Waddle InsuranceThank you, that's all we need! Just to confirm once more, are you happy for me to share your details with Waddle Insurance? [YES] Ok great, I'll forward your details to Waddle, and they'll give you a call in the next 24 hours to discuss your policy. If you miss their call, they'll send an email and text to arrange a more convenient time for you to talk. Thank you, and have a lovely day!Staging/ProductionStagingProductionSubmit Lead
