Good lead generation letters will establish positive contact, create opportunities and potentially develop new client relationships.

Sample lead generation letters

These letters have been designed to help you create business leads.  Try including a client flyer with the letter as this will help in raising awareness and establishing the need for protection.

Critical illness cover letter
Value of a Mum letter

No matter what type of clients you have or what life stage they're at, they will have protection needs.

Some common examples of life changing events are:

• Starting work / moving out
• Buying own home / starting a business
• Living with a partner / getting married
• Having children
• Separating from partner/ getting divorced
• Re-marrying and having step-children.
• Retiring.

Each of these life changing events could be a reason for you to address your clients' protection needs.

This is your opportunity to establish a rapport with your clients and establish your role as their adviser. While you are obtaining basic client details to enable you to produce your quotes, you can build your relationship, prove you are skilled and the one they need to do business with.

When you build your relationship your client is more likely to have confidence in you and want to continue doing business with you.

To help you have plenty of information at your fingertips during this crucial stage, we have expert underwriting support available by phone or online to answer your underwriting questions. You can contact MUTAL, our medical underwriting technical advice line, on 0370 33 33 699 (open 9am - 6.00pm. Calls may be recorded. Call charges will vary). 

A smooth sales journey is a key driver of retention. If your processes and service are efficient, clients are more likely to retain the policy you recommend.

Top Tips:

• Be the expert - have a good knowledge of products and conduct thorough fact finds to establish and confirm the need for protection.
• Ensure your clients bring all relevant information and documentation (i.e. medical history/employer benefits) with them to avoid delays.
• Full and clear disclosure is required. The more information you get from your client, the greater the chance of a quick underwriting decision.

Help to make the sales journey smooth:

• OLP Connect – Our quote and apply system, OLP Connect, has improved and now delivers more decisions at point of sale. Using interactive underwriting, 72% of applicants currently receive a decision immediately.
• Sales support – We have a range of sales materials for you and your customers about family protection, mortgage protection, business protection and more.

We offer you a wide range of protection products to help meet the needs of the mortgage, family and business protection markets.

It is crucial to have detailed product knowledge and product information to hand during the sales process. We have product information resources which can support you in the sales process.

Mortgage protection plans

These plans are designed to provide money that could be used to help repay a mortgage if your client makes a valid claim.

Family protection plans

These plans are designed to provide money that could be used to help maintain your clients standard of living if your client were to make a valid claim.

For more information on our personal protection range, please visit the website.