Ideas and playbooks for brokers
Short, practical reads on lead pipelines, follow-up automation and what actually converts enquiries into clients.
Lead pipeline automation for brokers: what it is and why it matters
Learn what lead pipeline automation is, how it works, and where brokers can use it to reduce missed opportunities.
Top 5 things to do with a new life insurance lead
Learn the top 5 steps to take when you receive a life insurance enquiry, from quick responses to personalised follow-ups, to increase your conversion rates.
How to upsell trusts and estate planning in will consultations
Help clients see the value in full estate plans. Here’s how to upsell trusts and estate planning without sounding like a salesperson.
The link between homeownership and estate planning
Buying a home often sparks action. Learn how homeownership and estate planning go hand in hand, and how to turn that into opportunity.
How to sell life insurance to homeowners and new mortgage holders
Learn how to sell life insurance to homeowners by focusing on timing, family protection, and tailored advice that converts new mortgage holders.
Why people delay writing a will, and how to change their mindset
Discover the 4 reasons people delay writing a will, and how to shift their mindset with simple, clear, and practical solutions that drive action.
The psychology of life insurance buyers: what makes them say yes?
Life insurance buyers make emotional decisions. Understand their mindset and use trust-led strategies to turn interest into action more often.
How to market will writing services to younger generations
Discover fresh ways to market will writing services to millennials and Gen Z. Make will writing accessible, clear, and relevant to younger audiences.
Why timing matters: the best time to call home insurance prospects
Want better results when calling home insurance prospects? Find out the best times to reach them and how real-time leads improve conversions.
How to build trust when selling will writing services
Want to build trust when selling will writing services? Learn how to engage clients with transparency, clear advice and support.
5 ways life insurance brokers can improve policyholder retention
Improve policyholder retention with better onboarding, regular check-ins, and flexible options to keep life insurance customers loyal long-term.
How to sell home insurance to first-time buyers
Struggling to sell home insurance to first-time buyers? Learn how to simplify policies, build trust, and turn hesitant prospects into loyal customers.
SEO vs PPC: Which is better for generating insurance leads?
Learn how SEO and PPC can generate insurance leads, and the estimated cost and effort versus using a lead gen agency.
Why phone-verified leads beat web leads every time
Find out why phone-verified leads deliver better conversions than web leads, with verified intent and exclusive access to interested prospects.
7 ways to generate life insurance leads in the UK
Learn how to generate life insurance leads in the UK with effective strategies, plus tips for converting leads into sales.
8 qualifying questions for wills & probate leads
Qualify your leads faster with these 8 targeted questions for wills and estate planning enquiries.
5 ways to increase conversion rates for life insurance sales calls
Learn how to convert more life insurance sales calls into lead with 5 practical tips on building trust, answering objections, and effective follow-ups.
How to overcome common objections in insurance calls
Learn some of the most common objections that arise in insurance sales calls and get practical strategies to handle them effectively.
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