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LookingFor Leads?
wiserconnect.co.uk
Insurance telephone lead trading, call
centre and outbound contact solutions.
Contents
Contents
2
About Wiser Connect
Buying Leads
Selling Leads
Contact Centre Solutions
Team
Contact
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2
3
4
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About Us01
33
We’ll help you earn more. We believe in hard work and building lasting relationships.
The Wiser Connect Promise
In A Nutshell.Wiser Connect is a telephone lead
trading business providing direct insurers
and brokers with an exchange to buy
and sell car, bike, home and commercial
insurance telephone leads. We can
also provide contact centre support
to help deliver service protection and
operational efficiency for other brands.
InnovativeOur business is based upon generating profitable online and
offline new customer connections for our business partners
using innovative technology
CollaborativeWe are very proud of what we do and the successful long-term
partnerships that we like to build with our trading partners
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Experienced We have an established team of skilled and knowledgeable
insurance specialists, supported by a management team with
extensive insurance industry experience
About Us01
5
Let’sTalk Leads.Whether you’re looking to buy or sell, as
the UK’s largest telephone insurance lead
provider we’re the ones to shout out to.
What We Do02
We make the phone ring for companies
who want to acquire real-time, accurately
profiled, insurance leads and also provide
companies with the facility to monetise
their unfulfilled and unconverted enquiries.
6
The transfer of calls between one party and
another is now common practice and call
trading has become a key business process for
many insurance intermediaries
Wiser Connect is an established and
experienced lead provider for the buying
and selling of motor and other personal lines
insurance enquiries
We work with a wide range of specialist
and niche companies across different
insurance products
We buy telephone enquiries that cannot
be fulfilled and match the shopper to an
alternative insurance provider using our lead
profiling software
We sell highly profiled leads to a buyer’s chosen
risk footprint; helping a caller find the right
cover for their insurance needs
Telephone Lead Trading.
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What We Do02
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A FreshApproach. Wiser Connect supply profiled leads to insurers and brokers for
car, van, bike, home and commercial enquiries. Leads can be
filtered using insurance product and pricing parameters as well
as a range of geographic and underwriting risk factors. We use
our highly scripted risk profiling tool to match a caller’s insurance
requirements to our panel of specialist insurance providers.
Buying Leads.
Access to active, highly profiled hot key telephone enquiries
Offline sourced ‘warm’ telephone leads
Reduced acquisition cost
Improved efficiency – sales agents don’t spend time dealing
with unsuitable enquiries
Flexible call volume and ability to dynamically and quickly
change risk profiles
What We Do02
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Selling Leads.Our trading partners generate strong ancillary earnings from
selling the telephone enquiries which they cannot fulfil to
Wiser Connect, whilst helping the shopper find alternative and
appropriate providers.
We help shoppers find alternative quotes where they
consider the initial quote is not competitive, or perhaps
the risk profile is one that your brand has chosen not to
quote on, or is declined
The service can equally be offered to any affinity
partner or introducer arrangement
We only work with well-known and respected insurance
brands, across a range of different product groups
Partners on our panel who buy such leads have a wide
underwriting footprint, with many specialising in
difficult to place risks
What We Do03
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Motor Bike Home Commercial
Standard Private Car
Modified or Imported Car
Classic Car
Impounded Vehicles
Short Term Cover
Young Drivers
Claim or Conviction History
Low NCD
Standard Bikes
Performance Bikes
Mopeds & Scooters
Multibike
Modified & Custom Bikes
Classic Bikes
Laid Up Bikes
Off Road & Trial Bikes
Trikes & Quad Bikes
Standard Buildings & Contents
Non-Standard Construction
Flat Roofs
Flood or Subsidence History
Landlords or Let Property
Holiday Homes
High Value Homes
Unoccupied or Renovations
Van
Commercial or SDP Use
HGV
Courier
Motortrade
Fleet
Business Premises
Liability Insurance
Indemnity Insurance
Whatever your telephone
insurance lead requirements,
we handle a wide range of
different enquiries.
We’ve Got It Covered.
What We Do03
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Brand A
Is unable to sell, or provide
a quote - the shopper is
offered a transfer to Wiser
Connect to continue their
search for suitable cover.
Shopper’s insurance
requirements and risk
profile are matched
across Wiser Connect’s
intermediary panel.
Brand B
Receives from Wiser Connect,
a highly profiled and qualified
telephone insurance lead.
Shopper receives an
alternative quote.
Brand A is paid for supplying the lead
Brand B pays forcall received.
Shopper
How It Works.
What We Do03
11
ContactCentre Solutions.
What We Do04
If you need help managing and servicing
your customers, we can provide efficient
and cost-effective complimentary solutions
to support your existing operations.
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Wiser Connect has developed
substantial knowledge and expertise
over a number of years in making
successful outbound calls and
servicing customer enquiries for other
brands, helping shoppers find the right
policy for their insurance requirements.
By working with Wiser Connect on your contact strategies,
we can help you develop and deliver complementary
services to new and existing customers; one where your
customer has a strong and positive brand experience and
receives the right service and support.
We’ve GotThe Tools.
What We Do04
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Experienced
Our proprietary systems, management experience and skilled agents provide a winning combination
Integrated
Wiser Connect solutions can be integrated with any existing contact centre operation to provide additional support and resource
Bespoke
Our bespoke customer contact strategies and complementary outbound solutions can help grow and win new business opportunities for your brand
Brand
We show a strong understanding of the value of your brand and the importance customers place upon this
What We Do04
When You Need Experience And Flexiblity.
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Meet The Team.Our strength is in our people. Whether one of our
skilled agents or a member of our experienced
management team. We have a strong desire
to help and contribute to the success of our
trading partners new business activity. Our senior
team’s background encompass a wide range
of business and operational skills and lots of
experience in what we do.
Team05
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Andrew WardCo CEO
Andrew is responsible for partner relationships and all marketing and commercial activities
of the business. As co CEO of Wiser Connect, he is also involved in managing and delivering
the strategy and growth plans for Wiser Connect and broader management of the business.
Andrew has over 20 years experience in senior sales and business development roles in the
financial services sector. He enjoys spending long walks with his chocolate lab and taking time
out in Cornwall.
Craig KnottCo CEO
Craig has worked within the insurance industry for over 20 years, working his way from the
bottom up to the most senior of roles. He studied with Liverpool University to gain his Master’s
degree as a mature student and now works as co CEO of Wiser Connect. He has responsibility
for managing the overall strategy and growth of the company, specialising in the Operations
and Technology areas of the business to drive the company forward.
His most famous quote is “there are 25 hours in a day and 8 days in a week”, meaning there is
always time to get it done!
Team05
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Michelle Trivett Operations Director
Michelle is a member of the Exec team responsible for all aspects of the call centre
operations including resource management, strategy planning and driving performance.
With over 15 years of insurance industry call centre management experience, she has a
proven track record of successfully building strong teams and exceeding performance
expectations with an entrepreneurial ‘get things done’ attitude.
When not in the office she is most likely to be found planning holidays in far flung places!
Daniel Harrison-Pinder Business Development Manager
Daniel is responsible for the day-to-day management of partner relationships and for new
business development across our lead trading activities. With more than 10 years account
management experience in the Insurance Industry, he brings to the team a proven track
record of success and has a wealth of knowledge and expertise.
Dan believes that success lies in caring about the quality of service that we provide to our
partners and working closely with them to meet their new business needs, so as to build
lasting and profitable relationships.
Team05
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Get in Touch.We would be delighted to hear from you and how we
might work together on your telephone lead trading
requirements and new business activity.
Wiser Connect York House
Edison Business Park
Swindon
SN3 3RB
Google Maps
0800 042 0399
Contact Us06
Wiser Connect Limited is registered in England and Wales, company registration number 06297500.Wiser Connect Limited is an appointed representative of Be Wiser Insurance Services Limited. Be Wiser Insurance Services Limited is authorised and regulated by the Financial Conduct Authority registration number 465471. Wiser Connect Limited is registered with the Financial Conduct Authority registration number 792173.