Information | How do I get started? | Terms & Conditions

A Company/Broker places a Campaign Order for a minimum of 10 Term Assurance Leads and indicates the maximum number of Term Assurance leads that they would like to receive each day.

This is programmed into our systems and the leads are then delivered in real time. The Company/Broker is notified of each lead immediately by both SMS text and email which contains all the relative information that is required to provide the client with an immediate quote.

Brokers have access to our Back Office Support System (BOSS) area of our website where they are able to access their complete history with Expert Money including all information with regards current and, in time, completed campaigns, lead details as well as being able to print off client PDF's. Any Broker returns can only be sent back for consideration of replacement via the BOSS area and these need to be in line with our Terms & Conditions. Leads will not be replaced under any circumstances if made outside of these Terms & Conditions.

To ensure continuity Expert Money automatically forwards a notification to the Broker when a campaign is 75% completed. This is to enable a Broker to hold on to their position within the postcode areas that they cover. Expert Money has waiting lists in a number of areas where there is lower availability and therefore, 48 hours after the notification is sent, the extra capacity within the area is released to our sales team. A new Campaign Order Form will reserve the Brokers position until their current campaign is completed. Once a campaign is finally completed a notification email is sent to the Broker and attached to the email is a final detailed list of all the leads associated with that campaign for their records. This list also shows any client cancellations or Broker replacements that may have occurred.

We believe that Expert Money is a 'breath of fresh air' in what has been a 'dinosaur' but is now fast becoming a rapidly changing industry. Because of the integrity and quality of our systems and staff we are justifiably proud of our reputation for delivering a product that gives unparalleled results and for giving our customers the time and space to do what they do best – converting leads into profits.

BOSS

Expert Money quickly recognised the importance of Brokers being able to have immediate, easy access to up to date information. We therefore created BOSS (Back Office Support System) our bespoke system which is available to every Broker and accessed via our website.

Once in the Home page the Broker can navigate through their campaigns, clients, returns, diary and much, much more.

Brokers can view and sort all of their campaign information both current and historic via BOSS. Once in the Campaign area Brokers are able to view their live, fulfilled and distributed campaigns, return appointments for consideration of replacement as well as view any declined, accepted or pending returns. There is also the availability to download new order forms and print reports.

Campaign information is stored so the Broker has a full analysis of each and every Campaign.

Brokers are able to view all the details for each client. There is the option to view or reprint the client fact-find PDF if necessary as all client information is uploaded and linked with every Campaign and stored for reference.

Should there be the need to return a lead for consideration of replacement in line with our Terms & Conditions then this is a very straight forward procedure and MUST be carried out within BOSS. A lead may be returned for consideration of replacement up to 72 hours after the lead delivery time after which it will not show as available for return. The Broker identifies the lead, selects the reason for the return and then enters a brief explanation. This is then imported into our main system where the reasons for return are checked for consideration of replacement. The reasons for requesting a replacement are clearly defined within our Term Assurance Terms & Conditions.

If the reason for returning the lead for replacement is justified then the lead is immediately replaced. Expert Money record all calls so that there can be no misunderstandings or grey areas in the clarification of returns.

Expert Money like to keep in touch constantly with our customers and so have built within BOSS a Notice Board where we regularly place news and prompts – reminders to block out Bank Holidays, announcements of new products etc.

There is also reporting functionality built into BOSS enabling Brokers to view a number of different campaigns, Broker and client reports.

To sum up what you receive when buying Term Assurance Leads, Expert Money provide everything possible to ensure that the Broker's life is as easy as possible. We find the client or, more accurately the client finds us, we supply the client details enabling an immediate response with a quote and offer complete administration support throughout the whole process - a service that we feel, without doubt, is second to none!

How does a Broker get started with Term Assurance leads?

If you would like to discuss Expert Money's unique service in more detail please contact our Sales & Marketing Department on either 0870 888 0050 or 0870 888 0052.

Alternatively all a Broker has to do is fill in the Master Broker Information Form, and the Campaign Order Form and fax them through to our administration team on 0870 888 0051. An account will be set up with all the details provided and a campaign will then be created in the system.

If your Company has a team of Brokers that require Term Assurance Leads then you will need to fill in an Associated Broker Form for each associated Broker. Once received and set up by our administration team the Associated Broker will then come under you, as the Master Broker, and linked to any Campaigns.