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Office Address 1st Floor, Unit A, Chesham Close, RM7 7PJ
Contact Email info@connectandsave.co.uk
Contact Us Tel: 0800 058 1580

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Description.

Call Purchase

Call Purchase, put simply, is an online generated lead that we contact and pass over to you to quote. 

Once you outline the type of leads you’re looking for in an initial consultation with us, our team of experts will transfer you leads that are filtered to your specification. This saves you time from contacting individuals who do not fit your criteria and gives you more time to quote the leads who are a perfect fit for your business. 

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Benefits of Call Purchase

Frequently Asked Questions

Call Purchase is a tailored service that Connect and Save offer where we transfer live leads to you after we pre-qualify them. That way you can run through an immediate quote knowing that they fit your business. 

We will meet with you to understand the type of customers you are looking for, and who you want to avoid. Once we have all the basics, leave it down to us to transfer through your ideal customer. 

We will run through a series of questions when we contact them which will help us understand if they are a good fit for you. If they fit your criteria, we will then pass them through to you to quote. 

Our Team Member

Georgie Curd

Georgie Curd

Team Leader
Laura Judd

Laura Judd

Sales Manager
Kate Kelsey

Kate Kelsey

Operations Manager

Lead Exchange

It goes without saying that every insurer has a mountain of leads that they cannot quote due to them not fitting their criteria. With our Lead Exchange service, we can match your leads to suitable clients, and we’ll put them in touch with each other.

Just send through your leads and our team will contact them and we’ll match them to a suitable broker. 

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Benefits of Lead Exchange

Frequently Asked Questions

Lead Exchange is where we take your unwanted leads (due to them not fitting your criteria), and find brokers who will purchase these leads so they can make a sale. 

Simply transfer your leads into our call centre and our experts will handle the rest. We’ll speak with them and match them with a business who can quote them. 

Of course. We’ll pay you once we have successfully found a partner. How nice does it feel to be paid for a lead that you thought had no value?

Our Team Member

Georgie Curd

Georgie Curd

Team Leader
Laura Judd

Laura Judd

Sales Manager
Kate Kelsey

Kate Kelsey

Operations Manager

Call Exchange

Here at Connect and Save, we understand that every insurer has customers that they cannot quote as they do not fit their criteria. With our Call Exchange service, we can deal with those customers for you and give you a monetary return. Just send us the customers you cannot quote via a live call, and our team will enter their details into our system, and we will match them to a client who can quote them. 

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Benefits of Call Exchange

Frequently Asked Questions

Call Exchange is where we take your unwanted calls (due to them not fitting your criteria), and find brokers who will purchase them so they can make a sale. 

Simply transfer your call into our call centre and our experts will handle the rest. We will speak with them, enter their details into our system and match them with a business who can quote them. 

Of course. We will pay you once you have transferred the lead through to us. 

Our Team Member

Georgie Curd

Georgie Curd

Team Leader
Laura Judd

Laura Judd

Sales Manager
Kate Kelsey

Kate Kelsey

Operations Manager

Outbound Services

Our Outbound Service means that we will contact customers or leads on your behalf to help with sales. We offer a tailored solution for all your outbound calling. Our team can ensure that our outbound agents can create solutions for your business needs.

If we are helping your business speak with thousands of leads a week and setting up new policies, you in return are going to be winning more business than your competitors. 

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Benefits of Live Data

Frequently Asked Questions

An inbound call centre receives incoming calls from customers and clients. An outbound call, on the other hand, makes outgoing calls to customers and clients. 

An outbound call centre is a function of a business that employs agents to make outgoing calls to customers, prospects, or other businesses. 

Send the customers details to us and we will upload them into our call centre to contact. Remember to include all necessary details so we know who we are contacting, how to contact them and what we are contacting them about. 

Our Team Member

Georgie Curd

Georgie Curd

Team Leader
Laura Judd

Laura Judd

Sales Manager
Kate Kelsey

Kate Kelsey

Operations Manager

Live Data

Here at Connect and Save we are a contact centre, therefore we naturally speak with a higher percentage of people than the majority of brokers. It can be difficult for brokers to contact every lead at their disposal, this is where we come in.

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Benefits of Live Data

Frequently Asked Questions

On average we contact live data in under 60-seconds of application (during opening hours). We make ensure to contact them when you are fresh in their memory, meaning they are more likely to communicate with you promptly for a quote.

Absolutely. It’s hard for brokers to speak to every single lead that comes through in a healthy time frame. That’s why our dedicated team will speak to your live data within seconds of application and they will then send them through for you to do the rest.

There is no better time to speak to a prospective customer than immediately after they have filled out their details and are waiting to hear from you. If you leave it too long they could move on to another broker with their business. That’s why we get in touch with them as soon as possible. 

Our Team Member

Georgie Curd

Georgie Curd

Team Leader
Laura Judd

Laura Judd

Sales Manager
Kate Kelsey

Kate Kelsey

Operations Manager

Historic Data

We work in an industry where data builds up over time and there will be plenty of customers who haven’t heard from you in a long time. Getting back in contact with them can lead to new business.

We will work on your historic data by getting in touch with them on your behalf and asking them if they are interested in your services. We will then pass them through to you so you can quote and win new business that you never had before. 

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Benefits of Historic Data

Frequently Asked Questions

Send the customers details to us and we’ll upload them onto our system and make contact. Remember to include all necessary details so we know who we’re contacting, how to contact them and what we’re contacting them in regards to.

 

Our Team Member

Georgie Curd

Georgie Curd

Team Leader
Laura Judd

Laura Judd

Sales Manager
Kate Kelsey

Kate Kelsey

Operations Manager

Lapsed Data

It’s common in insurance that customers come and go, and this can be for a range of reasons. At the end of the day, you’re not a stranger to them and they know they can rely on you for their needs. We’ll contact your data on your behalf and fight to win back their business. 

 

 

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Benefits of Lapsed Data

Frequently Asked Questions

It will vary from customer to customer. Typically, you will need to find out exactly what they are looking for. In addition, what they are paying and then try to match as best as you can. You can also offer discounts on certain elements of the policy or entice them with freebies. Remember, you want them back. Do everything you can!

Send the customers details to us and we will upload them into our call centre to contact. Remember to include all necessary details so we know who we are contacting, how to contact them and what we are contacting them about.

Our Team Member

Georgie Curd

Georgie Curd

Team Leader
Laura Judd

Laura Judd

Sales Manager
Kate Kelsey

Kate Kelsey

Operations Manager

Renewal Data

Every single day you will have customers whose policies need renewing. You need to grab their attention before they look elsewhere for business. The best way to do that is get in touch with them before anyone else and offer them their renewal policy there and then.

Our agents are highly trained to contact and deal with those whose policies are coming to renewal time. We’ll get in touch with your customers and get them to renew with you for another year. 

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Benefits of Renewal Data

Frequently Asked Questions

First, your customers have a date where their policy has to be renewed every year. The date they took out the policy will be the renewal date the following year. This is when you’ll need to get in contact with them so you can help them renew their policy with you. 

Getting in contact with them before anyone else will enhance your chances of retaining your customers. You’ll need to find out if any details have changed and update their policy. Offering discounts on certain elements where applicable.

Our Team Member

Georgie Curd

Georgie Curd

Team Leader
Laura Judd

Laura Judd

Sales Manager
Kate Kelsey

Kate Kelsey

Operations Manager

Direct Debit Failures

Every broker deals with payment issues from their customers and it can be a laborious task to get in contact with each client. That’s why we will work on behalf of your accounts team to rectify any monetary issues that your customers are facing.

Send us the details of the customers who are having troubles and we’ll get in contact with them to find out what the issue is. Once we’ve spoken with them, our agents will pass them back to you to take payment and to get their policies back on track. 

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Benefits of Direct Debit Failures

Frequently Asked Questions

This is when there is an issue with payment. Issues can include insufficient funds or change of details. 

 

We’ll get in contact with the customer to speak to them about the issue. Once we have, we will pass then transfer them through to you so you can attempt to take payment over the phone. 

Send the customers details to us and we’ll upload them into our system to contact. Remember to include all necessary details.

Our Team Member

Georgie Curd

Georgie Curd

Team Leader
Laura Judd

Laura Judd

Sales Manager
Kate Kelsey

Kate Kelsey

Operations Manager

Branded Call Centre

Having a dedicated call centre can be an expensive feature for any business. If you are acquiring leads that need contacting, you will want to contact them as soon as possible and you will want the best people for the job. That’s where we come in – we will act as your call centre.

We will contact your leads and pass them through to the panel of brokers on your behalf. Give our agents your scripts to follow so they stay on brand and they will do the hard part for you. 

 

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Benefits of Branded Call Centre

Frequently Asked Questions

In short, we will act as your call centre on your behalf. It’s as simple as that. 

For it to be branded, we will need a script for our agents to use while on the phone to your leads. We will need as much information as you can provide about the business to ensure the accurate information is being fed back.

Our Team Member

Georgie Curd

Georgie Curd

Team Leader
Laura Judd

Laura Judd

Sales Manager
Kate Kelsey

Kate Kelsey

Operations Manager