Services
Pick your product lines and tell us your ideal customer. We’ll align targeting, qualification, and scripting to your panel rules.
- Life Insurance
- Income Protection
- Critical Illness
- Mortgages
- Private Medical Insurance
- Will-Writing
"What extras do I get with Connect Advice?"
- Call Recording – Listen back to calls for quality assurance and compliance checks.
- Lead Metadata & Consent Log – Track source, timestamps, and consent for full auditability.
- Disposition Codes – Categorise call outcomes for clearer reporting and follow-up.
- Secure Delivery – Receive leads via encrypted, compliant channels.
Life Insurance
Qualification:
- Age
- Smoker Status
- Cover Amount & Term
- Budget
- Medical Disclosures
Filters:
- Age Bands
- Employment
- Region
- Homeownership
- Dependents
Income Protection
Qualification:
- Employment Type
- Income
- Waiting Period
- Sick Pay
- Budget
- Health Flag
Filters:
- Occupation
- Self-Employed Only
- Income Thresholds
Critical Illness
Qualification:
- Cover Amount & Term
- Family History
- Recent Serious Conditions
Filters:
- Age
- Region
- Budget
Mortgages
Qualification:
- Purchase / Remortgage
- Property Value & LTV
- Deposit
- Income Type
- Credit Profile
Filters:
- First-time Buyers
- Remortgage Window
- Buy-to-Let
- Region
- Minimum Income
Private Medical Insurance
Qualification:
- Individual / Family / Company
- Budget
- Scheme Size
- Hospital Network Preferences
Filters:
- SME vs Individual
- Network Coverage Options
Will Writing
Qualification:
- Single / Mirror Wills
- Trusts
- Urgency
- Home vs Remote Appointments
Filters:
- Region
- Service Level