Digital Fact Finds

Intelligent data collection before the call - deeper insight, faster, with the customer already engaged and ready to talk.

The groundwork happens digitally, before anyone picks up the phone.

A guided digital Fact Find goes out by email or SMS - branded as you, one customer or a whole cohort at once.

Customers answer in their own time - the flow adapts to their responses to capture accurate, structured detail.

Your team picks up an engaged customer with the full picture already in front of them - straight into advice.

Primary KPI: cost per quote requested. Figures illustrative, drawn from anonymised performance data across our platform.

Better information. Better conversations. Better outcomes.

A customer who has already invested time telling you about themselves arrives engaged, not cold. Your team spends less time on discovery and more on advice - and the data is accurate, structured and ready to act on.

Richer detail than a rushed call, captured accurately up front.

They've opted in and are expecting your call - warmer, higher-intent conversations.

Structured, timestamped responses that support your compliance requirements.

Digital Fact Finds are configured to your process and connect to your CRM - whether you're a protection broker, a network, a mortgage firm or generating new advice conversations.

See Digital Fact Finds on your book.

We'll show you how a completed Fact Find changes the conversation - and the numbers.