You have:
Renewals coming up
Start with:
A pre-renewal check-in
Best outcome:
Clients who want a review before they shop around
Keep up with your clients as their needs change.
Renewals, reviews and changes in your clients’ lives. We start the conversation in your name and find out who wants to speak to an adviser. Your advisers give the advice.
Book a 15-minute coffee with WadeSound familiar?
Most client books get one touchpoint a year: the renewal notice. Life changes in between, a new house, a new baby, a business, and nobody asks.
Where we'd start
You have:
Clients with one policy
Start with:
A life-changes check-in
Best outcome:
Interest in other cover, booked with an adviser
You have:
Past enquiries that never went ahead
Start with:
An enquiry check-in
Best outcome:
People still looking, back on your calendar
Built for your world
The messages never give advice, quote premiums or recommend products. Interested replies go to a licensed adviser with the conversation attached. You agree the starting messages and conversation rules.
Proof
We texted 1,100 of one business’s past customers. 791 wrote back. The owner reported an estimated 12–20 sales. 71.9% typed a reply. One Australian service business, kept anonymous. Replies aren't sales.
Your first test is free, if it’s a fit.
We run a small controlled test on your own list before you commit to ongoing work. We agree the scope with you before starting. Any ongoing work is agreed separately.
Talk it through with Wade.
Book a 15-minute coffee with Wade15 minutes · No list needed · No obligation