We routinely make improvements and upgrades to the ProspectMatch system and software to provide better service and help you, the financial advisor or insurance professional, close more sales. Below are some of the upgrades to the system and software that we have made in the last 12 months that help clients gain value.
1.Enlarged focus of advertising market by decreasing the minimum age target form 50 to include baby boomers (45+), as this demographic, along with seniors, holds most of the country’s wealth.
2.Increased number of telephone and web-based consulting calls from four to eight per month, and now offer ten account activation training calls each week.
3.Added “guest presenters,”
4.Revamping and improved navigation including additional training materials and follow-up resources have been included in the Advisor Center.
5.Implemented a discount feature for those advisors who wish to prepay for prospects. So rather than regular cost per prospect match, a 15% discount is provided to those selecting this option.
6.Added a “vintage prospect” module, so advisors can buy blocks of leads at discounted prices. These are the leads we have not sold during the 7 days after we get the lead.
7.Added personnel time and enabled backend software to identify and remove advertisers from our network who don’t meet quality standards.
8.Added telephone verification software to automatically detect and remove prospects with disconnected phone numbers. This is under improvement at the current time as the system being developed pushes the technical boundaries of automated telephone verification.
9.Addition of an automated credit request system, so if you get a lead with any of the 3 guaranteed information fields not fulfilling the guarantee, it’s easy to get a replacement credit.
Prospect Match provides insurance leads and investor leads to financial advisors and insurance professionals seeking to gain new clients. A challenge faced by the firm is that the leads it receives from running its ads on publishing networks are sometimes bogus. And this new process will serve to screen out any invalid lead.
Contact: Bob Richards
866-452-8354 ext 203
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Prospect Match is designed around you, the financial professional, to help you grow your business. It is a completely automated system, accessible 24 hours day, 7 days a week via the Internet.