Enquiry source
At every step.
Booking journey
New client for insurance and financial advisors
Businesses in Leeds, Glasgow, Edinburgh, Bristol and Cardiff get the same fixed-scope approach and a named contact who replies within a working day. A new client enquiry arrives, the first meeting is planned and the client card opens. Each source (referral, web, phone) stays on record.
- English and the community languages your customers speak
- GBP, VAT and local levies
- Data protection under UK GDPR
From enquiry to first meeting
When an enquiry arrives, source and interest are recorded and a suitable slot offered for the first meeting. Documents to request before the meeting are listed; contact and data-processing consent is recorded from the start.
Your benefits
How we work
- 1
Clarify requirements
By e-mail we discuss your property, your workflows and your goals and agree on the scope.
- 2
Build and connect
We build the solution to fit your hotel and connect it to your existing systems.
- 3
Test and launch
We test with real workflows, train your team and only go live when everything is right.
UK specifics
Client information duties and record rules depend on the firm’s licence and regulation.
Frequently asked questions
Does a web form land directly on a card?
Yes; the form data creates the new client card and the advisor is notified.
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