Lead Management for Financial Advisers
Make managing leads easy, with our Hotbox you can record when and how you last communicated with your clients keeping you up to date with your active pipeline.
Why use 360’s Hotbox to manage leads?
Use 360 Lifecycle's Hotbox to manage all leads and opportunities, allowing you to schedule events for your convenience within our diary system. This creates seamless and easily accessible sales. Automatic reminders and opportunities can be generated towards the end of clawback periods and product review dates to allow advisers to efficiently keep track of clients' business.
How 360’s Hotbox helps create the perfect leads
Our Hotbox allows advisers to manage their lead pipeline like a ‘to-do’ list, ‘call to action’ or ‘reminder list’. Client events, such as reviews or product renewals, are automatically added to your Hotbox so you can clearly see what actions you need to take in the near future. Beyond that, our Hotbox allows the adviser to postpone, amend, refer or transfer opportunities.
Lead management for mortgage and protection advisers
TRUSTED BY THOUSANDS OF ORGANISATIONS ACROSS THE UK
Frequently Asked Questions
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Why financial advisers love our product
Our product keeps mortgage and protection advisers on track of their daily activities, saving time, costs, improving relationships and increasing productivity. 360 Lifecycle was built to focus on advisers and their customers by introducing a secure Client Portal and FactFind. Our Client Portal allows secure interactions from anywhere in the world and our FactFind allows documents to be exchanged easily saving advisers 45 to 90 minutes of data entry per FactFind. Previously, advisers were frustrated as they spent their time looking for a system to not only run their day to day business, but one that could proactively manage customer relationships.
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