LookingFor Leads?

wiserconnect.co.uk

Insurance telephone lead trading, call

centre and outbound contact solutions.

Contents

Contents

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About Wiser Connect

Buying Leads

Selling Leads

Contact Centre Solutions

Team

Contact

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About Us01

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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

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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.

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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

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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

enquiries@wiserconnect.co.uk

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.