Information | Regions | How do I get started? | Terms & Conditions
An Adviser places a Campaign Order for a minimum of 10 Leads and indicates the maximum number that they would like to receive each day.
Our agents contact the client initiated leads as they are imported into our system and qualify the information supplied to a large number of preset questions. Once the client passes our qualification criteria then a Telephone Qualified Lead is created and the Adviser immediately notified of the details by both SMS text message and an email which has a PDF attachment containing the full client fact find. The client also receives an email confirming the details of who will be telephoning them (Company and Adviser's name).
Expert Money automatically forwards a notification to the Adviser when a campaign is 75% completed. Attached is a detailed list (Client Name, Reference Number and Adviser) of all the Leads supplied to that point and a new Campaign Order Form which should, if required, be completed and faxed immediately to our administration department. A new Campaign will then be created and programmed into our schedule and, once funds are received, the new campaign will then be made live. Once a campaign is finally completed a notification email is sent to the Adviser 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 Adviser replacements that may have occurred.
As these Leads have been thoroughly qualified and fully confirmed they provide a conversion rate that dwarfs the industry standards. 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.
Adviser Portal
Expert Money quickly recognised the importance of Advisers being able to have immediate, easy access to up to date information. We therefore created Adviser Portal our bespoke system which is available to every Adviser and accessed via our website.
Once in the Home page the Adviser can navigate through to their diary, clients, appointments, latest information and more.
Advisers can view and sort all of their campaign information both current and historic via Adviser Portal. Once in the Client Information area Advisers are able to view their live and completed client appointments. There is also the availability to download new order forms and print reports.
Campaign information is stored so the Adviser has a full analysis of each and every Campaign.
Advisers 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 out Terms & Conditions then this is a very straight forward procedure and MUST be carried out within ADVISER PORTAL. A Lead may be returned for consideration of replacement up to 7 days after delivery after which it will not show as available for return. The Adviser identifies the Lead, selects the reason for the return and then enters a brief explanation. This is then imported into our main system and on receipt the client is contacted to confirm the reasons for return. The reasons for requesting a replacement are clearly defined within our 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 both in the setting of the Leads or the clarification of returns.
Expert Money like to keep in touch constantly with our customers and so have built within ADVISER PORTAL 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 ADVISER PORTAL enabling Advisers to view a number of different campaigns, Adviser and client reports.
How does an Adviser get started with Telephone Qualified 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 an Adviser has to do is fill in the Adviser 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 Advisers that require Telephone Qualified Leads then you will need to fill in an Associated Adviser Form for each associated Adviser. Once received and set up by our administration team the Associated Adviser will then come under you, as the Master Adviser, and linked to any Campaigns.
