Partnership Request

• First name*
• Last name*
• Email*
• Phone*
• Company name*
• Company registration number*
• Company registered office address*
• Company website*
• What referral types are you initially interested in (select all that apply)?*
  • Life Insurance
  • Health Insurance (private)
  • Health Insurance (corporate)
  • Income Protection
  • Equity Release
  • Mortgages
  • Loans
• Are you authorised by the FCA?*
  • Yes
  • No
• What type of FCA authorisation do you have?*
  • Directly Authorised
  • Appointed Representative (AR)
  • Introducer Appointed Representative (IAR)
• FCA authorisation number*
• Data protection registration number*
• Do you work with insurance or credit providers directly, or through a network?*
  • Direct
  • Network (Sesame etc.)
  • Combination
• Which network and plan/panel do you use, for instance Sesame Zenith?*
• Do you have dedicated outbound call agents to work on your referrals?*
  • Yes
  • No
• How many outbound call agents do you have?*
  • 1-3
  • 4-9
  • 10-19
  • 20-39
  • 40-69
  • 70-99
  • 100+
• How would you like to receive your referrals?*
  • CRM/API
  • Email initially then CRM/API
• Which CRM/API do you use?*
  • Bespoke
  • FLG
  • Lunar CRM
  • Salesforce
  • Connex One
  • Zoho
  • Other
• Which network do you use?*
  • None - Own product
  • None - Work direct with product providers
  • Sesame
  • Tenet
  • Right Mortgage & Protection
  • PRIMIS
  • Mortgage Advice Bureau
  • Other
• Name of network used?*

• Contacting Leads

  To ensure adequate contact, quote, sale rates and best-practice, can you please confirm the following

• Can you confirm for leads delivered during office hours, the lead is called within the first 1 minute of delivery
  Engaging a lead within 1 minute increases contact and sale rates by up to 40%
  • Yes
  • No
• Can you confirm leads are called from geo-local and mobile numbers, and not from freephone numbers
  Contact rate is greatly increased by using geo-local and mobile numbers as opposed to national numbers. Freephone numbers should never be used to contact leads
  • Yes
  • No
• Can you confirm leads are called several times a day, for at least 5 days
  To maximise contact rate, leads should be called at various times of the day (morning, afternoon and evening, plus weekends if possible), for at least 5 days
  • Yes
  • No
• Can you confirm leads delivered outside office hours receive an automated immediate email
  Immediate engagement is essential to increase contact and sale rates. The email should clearly state office hours and the lead will be contacted as soon as the office opens
  • Yes
  • No
• CAPTCHA

Address

Visionary Markets Ltd, Maghull Business Centre, 1 Liverpool Road North, Maghull, Merseyside, L31 2HB

Email

info@visionarymarkets .com

Phone Number

Office: 01704 369 886

Freephone: 0800 211 8614