iPipeline launches protection engagement tool  

iPipeline has released an upgraded version of its PreQuo Lead Gen adviser software aimed at helping increase efficiencies and boost protection opportunity generation.

This new version ensures a seamless integration with a firm’s own website and branding. It provides a much more interactive experience for the customer to boost engagement.

PreQuo Lead Gen Version 2 also provides a new mobile experience and a more intuitive results screen for customers.

It offers customers the ability to experiment with various levels of coverage through the software’s interactive sliding scales that depict real-life scenarios for risk and the likelihood of claims.

iPipeline said the tool’s interface provides website visitors with a better idea of the possible cover that is available to them.

The software ensures that all leads have received a risk assessment, education and expectation-setting to drive a much greater level of intent from the consumer and helps an adviser when they come to a fuller need analysis.

The tech provider added that these enhancements are a response to its recent adviser survey in which nearly one-third of respondents said their primary challenge in overcoming and growing protection is lead generation and engagement. The second challenge was in price and client affordability, according to 24% of those surveyed.

PreQuo Lead Gen is the first point of contact for customers, as it sits within a distributor’s website.

Using data and predictive analytics information from iPipeline’s website traffic, the software delivers faster and personalised responses to three simple questions, which are a potential sum assured, policy term and indicative premium.

Alisa Wallington, iPipeline director of portal product, said: “Protection is rarely a simple recommendation for advisers to make. Many clients are more focused on either a mortgage, investment portfolio, or pensions advice. The reality is that protection should provide the foundation for all three.

“PreQuo Lead Gen helps make that happen and is set apart from other solutions in the UK Protection market. Our new improved version empowers ambitious advice firms to improve customer service while increasing conversion rates of web traffic to qualified protection leads.”

David Mead, founder of Future Proof, added: “PreQuo has already delivered the desired protection results for a number of leading adviser firms, including Future Proof Ltd.

“PreQuo Lead Gen V2 looks very smart and is a great evolution of the product. We feel it will really engage potential protection clients and add real value to the growth of protection sales at Future Proof.”