Clients > Internet Lead Generation
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Google and Yahoo have millions of searches for mortgages and insurance products. |
| Step 1 A search is done in Google or Yahoo for life insurance, the client then decides to click on a preferred advert...Click |
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| Step 2 Client then gets taken to a secure online application form, fills in their personal details, once completed they move onto step 3...Click |
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| Step 3 Once completed the client receives notification on screen of their trusted advisor, and which trusted company they represent...Click |
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| Step 4 The client receives a text message and email notifying them of their application reference number and advisor confirmation...Click |
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| Step 5 The advisor also receives a text message and email, together with a PDF of the client's personal details...Click |
